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SBT Sterling Bancorp

Fund Manager Fund Series #Holdings $Fund Size $Holding % of Fund Position As Of
Angel Oak Funds Trust Angel Oak Financials Income Fund
ANFLX, ANFIX, AFLCX
97 155.83M 419.68K 0.27 Long Jul 2021
T. Rowe Price Equity Funds, Inc. T. Rowe Price Institutional Small-Cap Stock Fund
TRSSX
351 6.91B 2.27M 0.03 Long Sep 2021
T. ROWE PRICE SMALL-CAP STOCK FUND, INC. T. Rowe Price Small-Cap Stock Fund, Inc.
OTCFX, PASSX, OTIIX, TRZZX
354 11.7B 3.83M 0.03 Long Sep 2021
VALIC Co I Small Cap Fund
VCSMX
843 369.61M 74.52K 0.02 Long Feb 2021
HC Capital Trust The Small Capitalization - Mid Capitalization Equity Portfolio
HCCEX
1,068 95.18M 17.57K 0.02 Long Sep 2021
iShares Trust iShares Micro-Cap ETF
IWC
1,787 1.67B 209.53K 0.02 Long Sep 2021
EQ Advisors Trust 1290 VT Micro Cap Portfolio
1,840 229.72M 18.25K 0.01 Long Sep 2021
MASSMUTUAL SELECT FUNDS MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund
MMBUX
849 922.77M 53.31K 0.01 Long Sep 2021
JNL Series Trust JNL/DFA U.S. Small Cap Fund
1,897 491.95M 23.63K 0.00 Long Sep 2021
T. ROWE PRICE SPECTRUM FUNDS II, INC. T. Rowe Price Spectrum Moderate Growth Allocation Fund
TRSGX, TGIPX
1,654 4.02B 181.81K 0.00 Long Aug 2021
American Century ETF Trust Avantis U.S. Small Cap Value ETF
AVUV
672 1.59B 66.42K 0.00 Long Aug 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Targeted Value Portfolio
DFFVX
1,392 12.75B 417.74K 0.00 Long Jul 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. MICRO CAP PORTFOLIO
DFSCX
1,656 7.89B 241.69K 0.00 Long Jul 2021
T. ROWE PRICE SPECTRUM FUNDS II, INC. T. Rowe Price Spectrum Moderate Allocation Fund
TRPBX, TPPAX
1,686 3.02B 95.46K 0.00 Long Aug 2021
Allianz Variable Insurance Products Trust AZL DFA U.S. Small Cap Fund
1,685 168.51M 4.79K 0.00 Long Jun 2021
DFA INVESTMENT DIMENSIONS GROUP INC VA U.S. TARGETED VALUE PORTFOLIO
1,244 515.62M 13.08K 0.00 Long Jul 2021
Dimensional ETF Trust Dimensional U.S. Targeted Value ETF
1,523 5.93B 147.54K 0.00 Long Jul 2021
DFA INVESTMENT DIMENSIONS GROUP INC Tax-Managed U.S. Targeted Value Portfolio
DTMVX
1,362 6.13B 131.27K 0.00 Long Apr 2021
SCHWAB STRATEGIC TRUST Schwab U.S. Small-Cap ETF
SCHA
1,859 16.91B 343.34K 0.00 Long Aug 2021
DFA INVESTMENT DIMENSIONS GROUP INC TAX-MANAGED U.S. SMALL CAP PORTFOLIO
DFTSX
1,942 4.32B 79.18K 0.00 Long Apr 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. SMALL CAP PORTFOLIO
DFSTX
2,076 18.32B 319.15K 0.00 Long Jul 2021
Dimensional ETF Trust Dimensional U.S. Small Cap ETF
1,996 4.02B 76.46K 0.00 Long Jul 2021
T. ROWE PRICE SPECTRUM FUNDS II, INC. T. Rowe Price Spectrum Conservative Allocation Fund
PRSIX, PPIPX
1,735 2.79B 52.59K 0.00 Long Aug 2021
T. ROWE PRICE EQUITY SERIES, INC. T. Rowe Price Moderate Allocation Portfolio
1,438 214.05M 3.58K 0.00 Long Sep 2021
USAA Mutual Funds Trust Extended Market Index Fund
USMIX
3,188 1.03B 16.41K 0.00 Long Sep 2021
Allianz Variable Insurance Products Trust AZL DFA U.S. Core Equity Fund
2,094 490.38M 8.03K 0.00 Long Jun 2021
VANGUARD INDEX FUNDS VANGUARD EXTENDED MARKET INDEX FUND
VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX
3,639 112.02B 1.3M 0.00 Long Sep 2021
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP Dimensional U.S. Core Equity 2 Fund
2,189 888.51M 10.15K 0.00 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Social Core Equity 2 Portfolio
2,373 1.76B 18.37K 0.00 Long Jul 2021
Fidelity Concord Street Trust Fidelity Extended Market Index Fund
FSMAX
3,410 46.32B 464.05K 0.00 Long Aug 2021
Fidelity Concord Street Trust Fidelity Nasdaq Composite Index Fund
FNCMX
3,240 14.1B 125.51K 0.00 Long Aug 2021
JNL Series Trust JNL/DFA U.S. Core Equity Fund
2,146 1.49B 13.47K 0.00 Long Sep 2021
John Hancock Variable Insurance Trust Total Stock Market Index Trust
JETSX
2,947 891.19M 6.44K 0.00 Long Sep 2021
iShares Trust iShares Core S&P Total U.S. Stock Market ETF
ITOT
3,710 43.32B 291.99K 0.00 Long Sep 2021
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP Dimensional U.S. Core Equity 1 Fund
1,966 1.63B 8.59K 0.00 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC T.A. U.S. Core Equity 2 Portfolio
2,466 13.23B 40.35K 0.00 Long Apr 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. CORE EQUITY 2 PORTFOLIO
DFQTX
2,623 34.89B 106.2K 0.00 Long Jul 2021
Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF
2,551 13.6B 38.97K 0.00 Long Jul 2021
VANGUARD INSTITUTIONAL INDEX FUNDS VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
VITNX, VITPX
3,706 34.75B 86.42K 0.00 Long Sep 2021
Fidelity Concord Street Trust Fidelity Total Market Index Fund
FSKAX
3,737 74.86B 168.94K 0.00 Long Aug 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. VECTOR EQUITY PORTFOLIO
DFVEX
2,442 5.34B 10.99K 0.00 Long Jul 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Sustainability Core 1 Portfolio
2,126 5.31B 11.16K 0.00 Long Jul 2021
VANGUARD VALLEY FORGE FUNDS VANGUARD BALANCED INDEX FUND
VBINX, VBIAX, VBAIX
15,515 58.51B 104.23K 0.00 Long Sep 2021
Fidelity Concord Street Trust Fidelity Series Total Market Index Fund
FCFMX
3,866 46.94B 70.62K 0.00 Long Aug 2021
VANGUARD INDEX FUNDS VANGUARD TOTAL STOCK MARKET INDEX FUND
VTSMX, VTSAX, VITSX, VTI, VSMPX, VSTSX
4,040 1.26T 1.91M 0.00 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. CORE EQUITY 1 PORTFOLIO
DFEOX
2,562 32.88B 29.4K 0.00 Long Jul 2021
Dimensional ETF Trust Dimensional US Core Equity Market ETF
DFAU
2,463 1.08B 76.48 0.00 Long Jul 2021
American Century ETF Trust Avantis U.S. Equity ETF
AVUS
2,108 1.49B 15.93 0.00 Long Aug 2021