CIK 1632554
Trust Co
Institutional 13F holdings & portfolio
Holdings
889
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 889
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 766K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 945K | $1M+ | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 655K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 132K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 318K | $1M+ | SH |
| EDIV | SPDR S&P EMERGING MARKETS DIVIDEND ETF | 1.4M | $1M+ | SH |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 1.1M | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 791K | $1M+ | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 259K | $1M+ | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 122K | $1M+ | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 154K | $1M+ | SH |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 403K | $1M+ | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 305K | $1M+ | SH |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 504K | $1M+ | SH |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 276K | $1M+ | SH |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 266K | $1M+ | SH |
| AAPL | APPLE INC COM | 53K | $1M+ | SH |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | 504K | $1M+ | SH |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | 162K | $1M+ | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 208K | $1M+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 67K | $1M+ | SH |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 194K | $1M+ | SH |
| IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | 479K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 27K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 12K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 15K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 13K | $1M+ | SH |
| SHYM | ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF | 282K | $1M+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 30K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 103K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 8K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 33K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 7K | $1M+ | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 74K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 13K | $1M+ | SH |
| VV | VANGUARD LARGE-CAP ETF | 13K | $1M+ | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 15K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 10K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 14K | $1M+ | SH |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 26K | $1M+ | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 59K | $1M+ | SH |
| MRK | MERCK & CO INC COM | 27K | $1M+ | SH |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 22K | $1M+ | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 17K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 2K | $1M+ | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 17K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 47K | $1M+ | SH |
| GSY | INVESCO ULTRA SHORT DURATION ETF | 50K | $1M+ | SH |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | 47K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 10K | $1M+ | SH |