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Daniel J. Rinzema

Greenleaf Trust

Assets Managed
$10.178B
Holdings
804
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-6.71%(2Q avg: -3.76%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Greenleaf Trust's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 804 positions.

Assets under management

The assets under management (AUM) of Greenleaf Trust over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 10.178B in assets, with a quarterly growth rate of -6.71% and a 2-quarter average growth rate of -3.76%. The portfolio is managed by Daniel J. Rinzema, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SYK
Stryker Corp
Recent Activity
Decreased -3.78%
51.46%
$5.237B
15.938M shares@ $328.59 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -5.12%
8.97%
$912.809M
1.397M shares@ $653.21 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 17.06%
4.82%
$489.568M
6.396M shares@ $76.54 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -5.36%
1.91%
$193.466M
2.137M shares@ $90.53 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.34%
1.6%
$161.941M
638,089 shares@ $253.79 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 21.68%
1.12%
$113.323M
2.25M shares@ $50.38 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.07%
1.07%
$108.021M
291,815 shares@ $370.17 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -4.8%
1.04%
$105.705M
1.565M shares@ $67.54 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.35%
0.97%
$98.707M
565,981 shares@ $174.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.56%
0.96%
$97.063M
466,046 shares@ $208.28 avg price

1-10 of 804