| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard FTSE Developed Markets ETF | 38 | Q2 2024 | 13.4% |
| iShares Core US Aggregate Bond Index ETF | 38 | Q2 2024 | 13.8% |
| JPMorgan Chase & Co | 38 | Q2 2024 | 6.1% |
| iShares Core S&P 500 ETF | 38 | Q2 2024 | 3.9% |
| Vanguard FTSE Emerging Markets ETF | 38 | Q2 2024 | 5.7% |
| Microsoft | 38 | Q2 2024 | 3.5% |
| American Tower REIT | 38 | Q2 2024 | 4.8% |
| Home Depot Inc | 38 | Q2 2024 | 3.8% |
| iShares S&P National Mun Bond ETF | 38 | Q2 2024 | 11.5% |
| Cisco Systems | 38 | Q2 2024 | 4.1% |
View Trust Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-12 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-12-04 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-09 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-06 |
View Trust Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.