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DORIS ROBERTSON

@Farmers & Merchants Investments Inc

Latest period2024 - Q3ReportedManaged Assets$3.217BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares S&p 500 Index Fund
Recent Activity
Increased 0.55%
6.9%
$221.807M
384,535 shares@ $576.83 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Increased 1.54%
4.86%
$156.282M
2.959M shares@ $52.82 avg price
NNINelnet, Inc.
Recent Activity
Decreased -0.55%
4.17%
$133.876M
1.182M shares@ $113.28 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.29%
3.66%
$117.503M
273,072 shares@ $430.31 avg price
IJRIshares S&p Small Cap 600 Index Etf
Recent Activity
Increased 1.62%
3.58%
$115.074M
983,872 shares@ $116.96 avg price
AAPLApple Inc
Recent Activity
Increased 1.22%
3.4%
$109.166M
468,522 shares@ $233.0 avg price
IJHIshares S&p Midcap 400
Recent Activity
Increased 1.61%
2.97%
$95.279M
1.529M shares@ $62.32 avg price
VWOVanguard Ftse Emerging Markets Etf
Recent Activity
Increased 1.62%
2.3%
$73.706M
1.54M shares@ $47.86 avg price
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
BNDVanguard Total Bond Market Etf
Recent Activity
Increased 5.72%
1.48%
$47.354M
630,458 shares@ $75.11 avg price