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CIK: 0001632554
Total reported value
$1.1B
$1.1B
446 檔
27.9%
The Q1 2025 SEC filing reveals that Trust Co held a total portfolio value of $1.1B, covering 446 public equity positions.
In Q1 2025, Trust Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SHV, AGG, VTV) accounted for 27.9% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 446 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 9.33% | -0.15% | +93.23% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.49% | -0.16% | -34.63% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 7.07% | +0.31% | -10.17% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 6.69% | +0.64% | -12.47% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.10% | -0.16% | -1.17% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.89% | +0.09% | -6.36% | |
| 7 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 4.75% | -0.04% | — | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.68% | +0.13% | +1.40% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.62% | +0.53% | -0.45% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.58% | +0.30% | -3.23% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.73% | +0.40% | +126.13% | |
| 12 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 3.53% | +0.40% | +189.69% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.40% | -0.04% | +3.34% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.39% | -0.04% | +108.35% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.93% | -0.04% | -15.51% | |
| 16 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 1.30% | -0.04% | +4.74% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.19% | -0.01% | +9.03% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.19% | +0.05% | -79.52% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 1.11% | +0.26% | -32.13% | |
| 20 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.02% | +0.04% | +5.00% | |
| 21 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.96% | -0.04% | +49.15% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.86% | +0.10% | +0.11% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.05% | +0.33% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.74% | +0.01% | -86.58% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.27% | +3.37% | |
| 26 | SHYM | Ishares Short Duration High | ETF-Other | 0.66% | -0.02% | +6.75% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.63% | -0.02% | +4171.86% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.53% | +0.01% | -38.71% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.53% | -0.62% | -7.01% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.53% | — | +23.98% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.49% | +0.06% | +45.05% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | +0.02% | +8.02% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.04% | +11.39% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.42% | — | -34.52% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.38% | — | -41.88% | |
| 36 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.36% | -0.03% | -37.73% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-Other | 0.33% | +0.02% | -39.53% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | -0.03% | +2.20% | |
| 39 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.28% | +0.06% | -8.84% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.12% | -38.06% | |
| 41 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.26% | +0.10% | -9.47% | |
| 42 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.26% | -0.18% | — | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | -0.03% | -1.84% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | -0.06% | +0.55% | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.22% | -0.01% | -41.61% | |
| 46 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.20% | -0.01% | -87.11% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | — | -11.65% | |
| 48 | PHO | Invesco Water Resources ETF | ETF-Other | 0.19% | — | — | |
| 49 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.18% | — | +3.11% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.17% | -0.03% | +40.25% |
According to official SEC Form 13F filings, Trust Co reported a total U.S. public equity portfolio value of $1.1B across 446 disclosed positions in Q1 2025.
During Q1 2025, Trust Co's top holdings by market value included SHV (9.3%)、AGG (7.5%)、VTV (7.1%). The largest single position, SHV, represented 9.3% of total portfolio value.
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Top New Position Initiated
SHV
市值: $78.6M
In Q1 2025, Trust Co made 50 total portfolio adjustments, initiating 50 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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