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CIK: 0002025098
Total reported value
$572.3M
$572.3M
7 檔
82.2%
The Q3 2025 SEC filing reveals that Trust Co of Tennessee held a total portfolio value of $572.3M, covering 7 public equity positions.
In Q3 2025, Trust Co of Tennessee displayed an active expansion posture, initiating 0 new positions and adding to 5 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including RSP, VUG, VTV) accounted for 82.2% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 31.15% | +1.30% | +8.52% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 23.99% | -0.60% | +0.50% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 19.00% | -1.45% | +1.17% | |
| 4 | USRT | Ishares Core US Reit ETF | ETF-Other | 13.43% | +0.27% | +8.77% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.60% | +0.42% | +0.86% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | -0.03% | -1.56% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | +0.03% | -8.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +2% | +0.50% | Add |
| 2 | RSP | Invesco S&p 500 Equal Weight | +0.6% | +8.52% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.86% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | 0% | -1.56% | Trim |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -8.36% | Trim |
| 6 | USRT | Ishares Core US Reit ETF | -0.9% | +8.77% | Add |
| 7 | VTV | Vanguard Value ETF | -1.7% | +1.17% | Add |
According to official SEC Form 13F filings, Trust Co of Tennessee reported a total U.S. public equity portfolio value of $572.3M across 7 disclosed positions in Q3 2025.
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Top Position Liquidated / Trimmed
IVV
前期市值: $2.3M
During Q3 2025, Trust Co of Tennessee's top holdings by market value included RSP (31.1%)、VUG (24.0%)、VTV (19.0%). The largest single position, RSP, represented 31.1% of total portfolio value.
In Q3 2025, Trust Co of Tennessee made 7 total portfolio adjustments, initiating 0 new buys, adding to 5 positions, trimming 2 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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