Institutions / Trust Co

Trust Co

CIK 1632554 · Institution · as of Dec 31, 2025

Portfolio value

$1.07B

Positions

889

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 889 →

Company	Class	Value	Shares	% of portfolio
iShares Trust iShares 0-1 Year Treasury Bond ETF	—	$84.34M	765,704	7.9%
Vanguard Total Bond Market ETF	—	$70.00M	945,014	6.6%
iShares Core U.S. Aggregate Bond ETF	—	$65.43M	655,132	6.1%
Vanguard Growth ETF	—	$64.54M	132,291	6.1%
Vanguard Value ETF	—	$60.80M	318,316	5.7%
SPDR S&P Emerging Markets Dividend ETF	—	$54.78M	1,399,199	5.1%
Schwab Fundamental International Equity ETF	—	$51.97M	1,149,491	4.9%
Vanguard Ftse Developed Markets ETF	—	$49.43M	791,340	4.6%
Vanguard Mid-Cap Value ETF	—	$45.96M	259,101	4.3%
iShares Russell 1000 ETF	—	$45.60M	122,119	4.3%
Vanguard Mid-Cap Growth ETF	—	$43.10M	154,389	4.0%
JPMorgan Active Growth ETF	—	$37.42M	403,269	3.5%
iShares National Muni Bond ETF	—	$32.62M	304,517	3.1%
JPMorgan Ultra-Short Municipal Income ETF	—	$25.67M	503,857	2.4%
iShares Iboxx $ High Yield Corporate Bond ETF	—	$22.26M	276,077	2.1%
Vanguard Emerging Markets Government Bond ETF	—	$17.96M	266,343	1.7%
Apple Inc.	—	$14.46M	53,181	1.4%
iShares Ibonds Dec 2028 Term Treasury ETF	—	$11.27M	503,715	1.1%
iShares MSCI Acwi Ex U.S. ETF	—	$10.85M	161,659	1.0%
Vanguard Total International Bond ETF	—	$10.04M	207,773	0.9%
State Street Technology Select Sector SPDR ETF	—	$9.66M	67,082	0.9%
Vanguard Short-Term Inflation-Protected Securities ETF	—	$9.61M	194,347	0.9%
iShares Ibonds Dec 2030 Term Treasury ETF	—	$9.50M	478,937	0.9%
Vanguard Total Stock Market ETF	—	$9.03M	26,924	0.8%
iShares Core S&P 500 ETF	—	$8.02M	11,703	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.