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Matt Bollenbach

@Emprise Bank

Latest period2024 - Q4ReportedManaged Assets$177.094MTotal holdings100
Assets growth rate2.02%Assets growth rate (2-Q avg)4.56%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Emprise Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Emprise Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 177.094M in assets, with a quarterly growth rate of 2.02% and a 2-quarter average growth rate of 4.56%. The portfolio is managed by Matt Bollenbach, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VGITVanguard Intermediate-term
Recent Activity
Increased 13.6%
12.88%
$22.798M
393,067 shares@ $58.0 avg price
VTIPVanguard Short Term Inf Prot Se
Recent Activity
Increased 11.21%
6.47%
$11.456M
236,606 shares@ $48.43 avg price
DFEMDimensional Emerging Markets Co
Recent Activity
Increased 6.14%
5.18%
$9.16M
349,739 shares@ $26.19 avg price
AVDVAvantis International Small Cap
Recent Activity
Increased 27.8%
5.07%
$8.966M
137,766 shares@ $65.08 avg price
VEAVanguard Ftse Developed Markets
Recent Activity
Increased 29.19%
3.25%
$5.739M
120,020 shares@ $47.82 avg price
IJHIshares Core S&p Midcap Etf
Recent Activity
Increased 14.18%
0.42%
$730,959
11,731 shares@ $62.32 avg price
SCHGSchwab Us Large Cap Growth Etf
Recent Activity
Increased 229.89%
0.32%
$550,711
19,760 shares@ $27.87 avg price
DFAUDfa Dimensional Us Core Equity
Recent Activity
Increased 39.11%
0.27%
$474,745
11,725 shares@ $40.49 avg price
SCHVSchwab Us Large Cap Value Etf
Recent Activity
Increased 127.42%
0.13%
$220,552
8,460 shares@ $26.07 avg price