DORIS ROBERTSON

@Farmers & Merchants Investments Inc

Latest period2024 - Q3

Reported2mo 25d ago

Managed Assets$3.217B

Total holdings1793

Assets growth rate7.32%

Assets growth rate (2-Q avg)4.29%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Farmers & Merchants Investments Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1793 positions.

Assets under management

The assets under management (AUM) of Farmers & Merchants Investments Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.217B in assets, with a quarterly growth rate of 7.32% and a 2-quarter average growth rate of 4.29%. The portfolio is managed by DORIS ROBERTSON, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IVVIshares S&p 500 Index Fund Recent Activity Increased 0.55%	6.9%	$221.807M 384,535 shares@ $576.83 avg price	Increased 0.55%
VEAVanguard Ftse Developed Markets Etf Recent Activity Increased 1.54%	4.86%	$156.282M 2.959M shares@ $52.82 avg price	Increased 1.54%
MSFTMicrosoft Corp Recent Activity Increased 1.29%	3.66%	$117.503M 273,072 shares@ $430.31 avg price	Increased 1.29%
IJRIshares S&p Small Cap 600 Index Etf Recent Activity Increased 1.62%	3.58%	$115.074M 983,872 shares@ $116.96 avg price	Increased 1.62%
AAPLApple Inc Recent Activity Increased 1.22%	3.4%	$109.166M 468,522 shares@ $233.0 avg price	Increased 1.22%
IJHIshares S&p Midcap 400 Recent Activity Increased 1.61%	2.97%	$95.279M 1.529M shares@ $62.32 avg price	Increased 1.61%
VWOVanguard Ftse Emerging Markets Etf Recent Activity Increased 1.62%	2.3%	$73.706M 1.54M shares@ $47.86 avg price	Increased 1.62%
SLQDIshares 0-5 Yr Inv Grd Corp Bond Etf Recent Activity Increased 1.27%	1.59%	$51.071M 1.013M shares@ $50.44 avg price	Increased 1.27%
BNDVanguard Total Bond Market Etf Recent Activity Increased 5.72%	1.48%	$47.354M 630,458 shares@ $75.11 avg price	Increased 5.72%
BRK.BBerkshire Hathaway Inc Del Cl B New Recent Activity Increased 0.25%	1.46%	$46.952M 102,011 shares@ $460.27 avg price	Increased 0.25%