Fulton Bank, N.A.
658 holdingsFiling period: 2026-03-31Current AUM: $3.03Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VINIX | VANGUARD INSTL INDEX FD | 377.5K | $197.3M | $197.3M | 6.52% | +10.9K | 2026-03-31 |
| 2 | GSIMX | GOLDMAN SACHS TR II | 3.79M | $89.3M | $89.3M | 2.95% | -283,626 | 2026-03-31 |
| 3 | TRLGX | T ROWE PRICE EQUITY FUNDS IN | 1.06M | $80.1M | $80.1M | 2.65% | +25.8K | 2026-03-31 |
| 4 | VFIAX | VANGUARD INDEX FDS | 126.8K | $76.4M | $76.4M | 2.52% | -3,997 | 2026-03-31 |
| 5 | AFVZX | WORLD FDS TR | 3.14M | $72.3M | $72.3M | 2.39% | -80,513 | 2026-03-31 |
| 6 | SVFYX | SMEAD FDS TR | 797.2K | $70.7M | $70.7M | 2.34% | -19,040 | 2026-03-31 |
| 7 | JGASX | JPMORGAN TR I | 1.85M | $70.5M | $70.5M | 2.33% | +71.9K | 2026-03-31 |
| 8 | AAPL | APPLE INC | 274.1K | $69.6M | $84.7M | 2.80% | -1,949 | 2026-03-31 |
| 9 | TILIX | TIAA-CREF FUND | 919.6K | $63.0M | $63.0M | 2.08% | +25.8K | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 335.4K | $58.5M | $67.3M | 2.23% | -6,164 | 2026-03-31 |
| 11 | PMAQX | PRINCIPAL FDS INC | 1.39M | $53.1M | $53.1M | 1.76% | +95.9K | 2026-03-31 |
| 12 | VOO | VANGUARD INDEX FDS | 79.9K | $47.8M | $54.9M | 1.81% | +6.8K | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 118.0K | $43.7M | $54.9M | 1.81% | -3,627 | 2026-03-31 |
| 14 | VTMGX | VANGUARD TAX-MANAGED FDS | 1.97M | $40.5M | $40.5M | 1.34% | +81.8K | 2026-03-31 |
| 15 | GQGIX | ADVISORS INNER CIRCLE FD III | 2.22M | $40.4M | $40.4M | 1.33% | -212,239 | 2026-03-31 |
| 16 | DUHP | DIMENSIONAL ETF TRUST | 1.08M | $39.7M | $44.5M | 1.47% | +43.4K | 2026-03-31 |
| 17 | VIMAX | VANGUARD INDEX FDS | 111.4K | $39.6M | $39.6M | 1.31% | -2,531 | 2026-03-31 |
| 18 | VIGAX | VANGUARD INDEX FDS | 175.9K | $39.5M | $39.5M | 1.31% | -3,592 | 2026-03-31 |
| 19 | IVV | ISHARES TR | 60.3K | $39.4M | $45.2M | 1.49% | +1.4K | 2026-03-31 |
| 20 | CIVIX | CAUSEWAY CAP MGMT TR | 1.66M | $37.4M | $37.4M | 1.24% | -147,701 | 2026-03-31 |
| 21 | JLGMX | JPMORGAN TR I | 448.7K | $35.5M | $35.5M | 1.17% | -21,698 | 2026-03-31 |
| 22 | VSMAX | VANGUARD INDEX FDS | 269.0K | $33.8M | $33.8M | 1.12% | -7,482 | 2026-03-31 |
| 23 | IWF | ISHARES TR | 75.0K | $32.0M | $35.5M | 1.17% | -2,288 | 2026-03-31 |
| 24 | DNSMX | DRIEHAUS MUT FDS | 1.17M | $31.7M | $31.7M | 1.05% | -43,663 | 2026-03-31 |
| 25 | TILVX | TIAA-CREF FUND | 1.08M | $30.9M | $30.9M | 1.02% | +36.6K | 2026-03-31 |
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