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CIK: 0002025098
Total reported value
$572.3M
$572.3M
6 檔
52.3%
At the close of Q4 2024, Trust Co of Tennessee disclosed equity holdings valued at approximately $572.3M, spread across 6 reported holdings.
During Q4 2024, Trust Co of Tennessee's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, USRT) accounted for 52.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 34.43% | -0.60% | -0.39% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 26.51% | -1.45% | -0.10% | |
| 3 | USRT | Ishares Core US Reit ETF | ETF-Other | 22.20% | +0.27% | +1.99% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.48% | +0.42% | -1.37% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | -0.03% | +0.85% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.03% | +2.64% |
According to official SEC Form 13F filings, Trust Co of Tennessee reported a total U.S. public equity portfolio value of $572.3M across 6 disclosed positions in Q4 2024.
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During Q4 2024, Trust Co of Tennessee's top holdings by market value included VUG (34.4%)、VTV (26.5%)、USRT (22.2%). The largest single position, VUG, represented 34.4% of total portfolio value.
In Q4 2024, Trust Co of Tennessee made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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