Grimes & Company, Inc.
CIK Number: 0001321993
Main Sectors:
Top Industries:
Filing Date: Jul 22, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IEFA | iShares Core MS... | 88.83 | +0.89% | 3.54M | +78.41% | 295.71M | 77.79 | 8.05% | Share |
| 2 | SJNK | SPDR Bloomberg ... | 25.45 | -0.14% | 6.64M | -18.6% | 169.21M | 24.89 | 4.60% | Share |
| 3 | SPHY | SPDR Portfolio ... | 23.81 | -0.08% | 7.01M | +100.00% | 166.94M | 23.8 | 4.54% | Share |
| 4 | USHY | iShares Broad U... | 37.59 | -0.04% | 4.45M | +100.00% | 166.75M | 37.51 | 4.54% | Share |
| 5 | IVV | iShares Core S&... | 672.49 | 0.00% | 246.52K | +11.08% | 153.06M | 392.99 | 4.17% | Share |
| 6 | IEMG | iShares Core MS... | 66.93 | +0.27% | 2.52M | +50.75% | 151.57M | 54.12 | 4.12% | Share |
| 7 | VB | Vanguard Small ... | 257.80 | +0.50% | 583.42K | +1.26% | 138.26M | 233.63 | 3.76% | Share |
| 8 | XLK | Technology Sele... | 284.70 | -0.51% | 523.38K | +71.03% | 132.54M | 220.68 | 3.61% | Share |
| 9 | JHML | John Hancock Mu... | 78.77 | +0.11% | 1.64M | -0.98% | 120.02M | 45.16 | 3.27% | Share |
| 10 | AAPL | Apple Inc. | 258.02 | +0.35% | 433.66K | -0.9% | 88.97M | 63.49 | 2.42% | Share |
| 11 | MSFT | Microsoft Corpo... | 517.35 | +0.31% | 165.17K | -1.88% | 82.16M | 83.61 | 2.24% | Share |
| 12 | XLC | Communication S... | 116.39 | -0.06% | 634.9K | -1.32% | 68.91M | 75.19 | 1.88% | Share |
| 13 | SUB | iShares Short-T... | 106.65 | +0.01% | 547.61K | +10.88K% | 58.23M | 106.32 | 1.58% | Share |
| 14 | HYMB | SPDR Nuveen Blo... | 24.89 | +0.09% | 2.27M | +12.35K% | 56.35M | 24.78 | 1.53% | Share |
| 15 | JMST | JPMorgan Ultra-... | 50.92 | +0.01% | 1.09M | +100.00% | 55.49M | 50.92 | 1.51% | Share |
| 16 | VUG | Vanguard Growth... | 481.34 | -0.4% | 121.35K | -0.76% | 53.2M | 108.4 | 1.45% | Share |
| 17 | TSM | Taiwan Semicond... | 292.25 | +1.44% | 174.2K | -1.88% | 39.45M | 48.46 | 1.07% | Share |
| 18 | XLI | Industrial Sele... | 154.40 | +0.13% | 263.08K | -1.72% | 38.81M | 133.53 | 1.06% | Share |
| 19 | META | Meta Platforms,... | 710.56 | -2.27% | 48.16K | -3.79% | 35.54M | 191.68 | 0.97% | Share |
| 20 | NVDA | NVIDIA Corporat... | 187.62 | -0.67% | 224.06K | -4.19% | 35.4M | 91.22 | 0.96% | Share |
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