FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA

PrivateCIK: 1697375
Location

CHAMBERSBURG, PA

358
Positions
$394.0K
Total AUM (reported)
3.86M
Total Shares

Allocation by class

TOTAL AUM$394.0K358 positions
COM$114.3K29.0%
INTERMED TERM$38.5K9.8%
20 YR TR BD ETF$20.9K5.3%
SML CP GRW ETF$14.3K3.6%
SM CP VAL ETF$14.0K3.5%
EAFE VALUE ETF$11.9K3.0%
MCAP VL IDXVIP$11.7K3.0%

Portfolio Concentration

Top 318.7%4–1018.7%11–2523.4%Rest39.2%TOP 1037.4%0%100%
Top 3$73.6K18.7%
4–10$73.6K18.7%
11–25$92.1K23.4%
Rest$154.6K39.2%

Top 3 weight

18.7%

Top 10 weight

37.4%

Voting Authority Distribution

Total shares with voting rights: 3.86M

Sole

Full voting authority

3.86M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole358
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings358
Rows:

VANGUARD BD INDEX FDS

SOLE
INTERMED TERM
Shares501.70K
TypeSH
Market value$38.5K
9.77%
Sole
501.70K
Shared
0.00
None
0.00

ISHARES TR

SOLE
20 YR TR BD ETF
Shares241.49K
TypeSH
Market value$20.9K
5.30%
Sole
241.49K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
SML CP GRW ETF
Shares38.99K
TypeSH
Market value$14.3K
3.62%
Sole
38.99K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
SM CP VAL ETF
Shares57.44K
TypeSH
Market value$14.0K
3.54%
Sole
57.44K
Shared
0.00
None
0.00

ISHARES TR

SOLE
EAFE VALUE ETF
Shares155.43K
TypeSH
Market value$11.9K
3.02%
Sole
155.43K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
MCAP VL IDXVIP
Shares59.33K
TypeSH
Market value$11.7K
2.98%
Sole
59.33K
Shared
0.00
None
0.00

FIDELITY COVINGTON TRUST

SOLE
ENHANCED INTL
Shares248.59K
TypeSH
Market value$10.0K
2.53%
Sole
248.59K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares43.66K
TypeSH
Market value$8.7K
2.22%
Sole
43.66K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
MCAP GR IDXVIP
Shares28.44K
TypeSH
Market value$8.7K
2.21%
Sole
28.44K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares104.32K
TypeSH
Market value$8.6K
2.19%
Sole
104.32K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR BLO 1 ETF
Shares93.52K
TypeSH
Market value$8.6K
2.18%
Sole
93.52K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST TERM HIGH ETF
Shares331.88K
TypeSH
Market value$8.3K
2.11%
Sole
331.88K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares21.32K
TypeSH
Market value$7.9K
1.99%
Sole
21.32K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR TECHN ETF
Shares40.14K
TypeSH
Market value$7.6K
1.94%
Sole
40.14K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR P500GRW
Shares55.48K
TypeSH
Market value$6.6K
1.68%
Sole
55.48K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR P500VAL
Shares101.81K
TypeSH
Market value$6.2K
1.57%
Sole
101.81K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR UTIL ETF
Shares127.76K
TypeSH
Market value$5.8K
1.47%
Sole
127.76K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares15.67K
TypeSH
Market value$5.6K
1.42%
Sole
15.67K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares17.02K
TypeSH
Market value$5.6K
1.41%
Sole
17.02K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares14.54K
TypeSH
Market value$5.4K
1.38%
Sole
14.54K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares14.21K
TypeSH
Market value$5.4K
1.36%
Sole
14.21K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares43.11K
TypeSH
Market value$4.9K
1.24%
Sole
43.11K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares19.07K
TypeSH
Market value$4.8K
1.23%
Sole
19.07K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares16.59K
TypeSH
Market value$4.8K
1.22%
Sole
16.59K
Shared
0.00
None
0.00

ISHARES TR

SOLE
FLTG RATE NT ETF
Shares91.44K
TypeSH
Market value$4.7K
1.18%
Sole
91.44K
Shared
0.00
None
0.00
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