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Daniel J. Rinzema

Greenleaf Trust

Assets Managed
$10.388B
Holdings
867
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
2.07%(2Q avg: -2.32%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Greenleaf Trust's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 867 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 10.388B in assets, with a quarterly growth rate of 2.07% and a 2-quarter average growth rate of -2.32%. The portfolio is managed by Daniel J. Rinzema, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SYK
Stryker Corp
Recent Activity
Decreased -4.45%
46.16%
$4.795B
15.229M shares@ $314.85 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -3.76%
9.7%
$1.007B
1.345M shares@ $748.9 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 9.53%
5.93%
$615.64M
7.005M shares@ $87.88 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -3.75%
1.92%
$198.64M
2.057M shares@ $96.59 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.9%
1.75%
$181.126M
625,953 shares@ $289.36 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 11.18%
1.22%
$126.284M
2.501M shares@ $50.5 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -5.18%
1.11%
$114.438M
1.484M shares@ $77.11 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.29%
1.09%
$112.911M
564,303 shares@ $200.09 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.53%
1.07%
$110.514M
296,267 shares@ $373.02 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.88%
1.06%
$110.094M
461,920 shares@ $238.35 avg price

1-10 of 867