FIRST CITIZENS INVESTOR SERVICES, INC. 13F Holdings Analysis

Stock	Portfolio %	Prev Q %	Q3 2025 Value	Q3 2025 Shares	Prev Q Value	Shares Change	Action
IISHARES TRIWY	29.16%	—	$75.4M	275,704	$0	+275,704	New Buy
IISHARES TRIWX	15%	—	$38.8M	441,747	$0	+441,747	New Buy
IISHARES TRAGG	11.54%	—	$29.9M	297,831	$0	+297,831	New Buy
VVANGUARD MALVERN FDSVCRB	11.19%	—	$29.0M	369,293	$0	+369,293	New Buy
IISHARES TRIEFA	7.81%	—	$20.2M	231,371	$0	+231,371	New Buy
IISHARES TRIWS	7.6%	—	$19.7M	140,799	$0	+140,799	New Buy
IISHARES RUSSELL MID-CAP GROWTH ETFIWP	4.88%	—	$12.6M	88,640	$0	+88,640	New Buy
IISHARES TRGVI	3.61%	—	$9.3M	87,772	$0	+87,772	New Buy
IISHARES INCIEMG	2.69%	—	$7.0M	105,711	$0	+105,711	New Buy
VVANGUARD SCOTTSDALE FDSVTWO	2.41%	—	$6.2M	63,687	$0	+63,687	New Buy
DDIMENSIONAL ETF TRUSTDFIS	0.99%	—	$2.6M	80,728	$0	+80,728	New Buy
IISHARES MSCI EAFE SMALL-CAP ETFSCZ	0.9%	—	$2.3M	30,459	$0	+30,459	New Buy
AAVANTIS U SAVUV	0.48%	—	$1.2M	12,463	$0	+12,463	New Buy
VVANGUARD WHITEHALL FDSVYMI	0.35%	—	$915,560	10,812	$0	+10,812	New Buy
VVANGUARD WHITEHALL FDSVYM	0.23%	—	$586,211	4,159	$0	+4,159	New Buy
IINVESCO EXCH TRADED FD TR IIBKLN	0.19%	—	$479,590	22,914	$0	+22,914	New Buy
IISHARES 7-10YRIEF	0.18%	—	$476,898	4,944	$0	+4,944	New Buy
IISHARES FALLEN ANGELS USD BOND ETFFALN	0.17%	—	$452,703	16,296	$0	+16,296	New Buy
SSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK	0.17%	—	$443,013	4,521	$0	+4,521	New Buy
IISHARES MSCI ACWI ETFTOK	0.17%	—	$439,050	3,176	$0	+3,176	New Buy
ISHARES MBSACGL	0.11%	—	$287,829	3,025	$0	+3,025	New Buy
VVANGUARD EMERGINGVWOB	0.09%	—	$221,573	3,312	$0	+3,312	New Buy
SSPDR SERIES TRUSTEBND	0.08%	—	$218,256	10,218	$0	+10,218	New Buy

FIRST CITIZENS INVESTOR SERVICES, INC.

🧭 Institutional Sector Flow Heatmap