$660 Million is the total value of Trust Co's 312 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 10.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHV | Buy | iShares Short Treasury Bond Index ETFshort treas bd | $63,906,768 | +103207.0% | 578,344 | +2.8% | 9.69% | -3.3% |
| VUG | Buy | Vanguard Growth Index ETFgrowth etf | $63,353,924 | +120827.5% | 253,990 | +3.3% | 9.61% | +13.1% |
| VTV | Sell | Vanguard Value Index ETFvalue etf | $52,391,840 | +96144.8% | 379,353 | -2.2% | 7.94% | -9.9% |
| AGG | Buy | iShares Core US Aggregate Bond Index ETFcore us aggbd et | $50,217,429 | +224717.2% | 503,990 | +118.8% | 7.61% | +110.3% |
| VOT | Buy | Vanguard Mid-Cap Growth Index ETFmcap gr idxvip | $46,686,571 | +117226.5% | 239,560 | +8.2% | 7.08% | +9.8% |
| VEA | Sell | Vanguard FTSE Developed Markets ETFvan ftse dev mkt | $39,008,200 | +104496.4% | 863,592 | -2.8% | 5.92% | -2.1% |
| FNDF | Buy | Schwab Fundamental Intl Large Co ETFschwb fdt int lg | $34,752,691 | +116598.1% | 1,111,377 | +8.5% | 5.27% | +9.2% |
| VOE | Sell | Vanguard Mid-Cap Value Index ETFmcap vl idxvip | $34,477,953 | +97826.5% | 257,169 | -1.2% | 5.23% | -8.4% |
| EEM | Buy | iShares MSCI Emerging Markets Index ETFmsci emg mkt etf | $28,289,977 | +109035.0% | 716,932 | +4.8% | 4.29% | +2.1% |
| JMST | Buy | JP Morgan Ultra-Short Municipal Income ETFultra sht muncpl | $23,808,296 | +102257.2% | 468,760 | +1.5% | 3.61% | -4.2% |
| VWO | Sell | Vanguard FTSE Emerging Markets ETFftse emr mkt etf | $17,982,790 | +102953.2% | 445,124 | -0.6% | 2.73% | -3.6% |
| HYG | New | iShares IBOXX High Yield Corp Bond Index ETFiboxx hi yd etf | $15,966,601 | – | 211,340 | +100.0% | 2.42% | – |
| IWB | Buy | iShares Russell 1000 Index ETFrus 1000 etf | $15,374,967 | +111442.1% | 68,267 | +4.3% | 2.33% | +4.3% |
| MUB | Buy | iShares National Muni Bond Index ETFnational mun etf | $15,005,216 | +222397.3% | 139,273 | +117.9% | 2.28% | +108.1% |
| BNDX | Buy | Vanguard Total Intl Bond Index ETFtotal int bd etf | $7,903,502 | +105420.7% | 161,563 | +2.3% | 1.20% | -1.3% |
| XLK | Sell | SPDR Sector Info Tech ETFtechnology | $7,239,500 | +117788.0% | 47,941 | -2.8% | 1.10% | +10.4% |
| RSP | Sell | Invesco S&P 500 Equal Weight ETFs&p500 eql wgt | $7,235,549 | +94334.2% | 50,033 | -7.8% | 1.10% | -11.7% |
| HYMU | New | Blackrock High Yield Muni Bond ETFhigh yld muni in | $5,792,212 | – | 268,490 | +100.0% | 0.88% | – |
| VTI | Vanguard US Total Stock Market ETFtotal stk mkt | $5,405,482 | +106643.3% | 26,485 | 0.0% | 0.82% | -0.1% | |
| IVV | Sell | iShares Core S&P 500 ETFcore s&p500 etf | $4,942,046 | +105454.2% | 12,022 | -1.3% | 0.75% | -1.3% |
| XLV | Buy | SPDR Sector Health Care ETFsbi healthcare | $4,376,451 | +98446.5% | 33,806 | +3.4% | 0.66% | -7.8% |
| GSY | Sell | Invesco Ultra Short Duration ETFultra shrt dur | $3,607,696 | +7170.4% | 72,736 | -92.8% | 0.55% | -93.2% |
| XLY | Buy | SPDR Sector Consumer Discretion Sec ETFsbi cons discr | $3,323,501 | +141627.1% | 22,225 | +22.4% | 0.50% | +32.6% |
| XLF | Sell | SPDR Sector Financial ETFfinancial | $3,240,634 | +85269.7% | 100,798 | -9.2% | 0.49% | -20.2% |
| AAPL | Sell | Apple Inc | $3,163,936 | +125903.0% | 19,187 | -0.7% | 0.48% | +17.9% |
| AMZN | Buy | Amazon.com Inc | $3,147,763 | +125459.0% | 30,475 | +2.1% | 0.48% | +17.5% |
| BRKB | Buy | Berkshire Hathaway Class Bcl b new | $3,131,545 | +101705.8% | 10,142 | +1.8% | 0.48% | -4.6% |
| XLI | Buy | SPDR Sector Industrials ETFsbi int-inds | $3,023,978 | +106415.6% | 29,888 | +3.4% | 0.46% | -0.2% |
| MSFT | Sell | Microsoft | $2,879,252 | +116468.9% | 9,987 | -3.0% | 0.44% | +9.2% |
| XLC | Sell | SPDR Sector Communication Srvc ETF | $2,853,519 | +98263.3% | 49,224 | -18.6% | 0.43% | -7.9% |
| XLU | Buy | SPDR Sector Utilities ETFsbi int-utils | $2,139,410 | +98581.3% | 31,606 | +2.8% | 0.32% | -7.7% |
| SCHD | Sell | Schwab US Dividend Equity ETFus dividend eq | $2,112,187 | +95690.8% | 28,873 | -1.1% | 0.32% | -10.4% |
| VYM | Sell | Vanguard High Dividend Yield ETFhigh div yld | $2,091,115 | +87504.3% | 19,823 | -10.2% | 0.32% | -18.1% |
| JPM | Buy | JPMorgan Chase & Co | $2,080,399 | +97205.8% | 15,965 | +0.1% | 0.32% | -9.0% |
| V | Sell | Visa Inc Class A | $1,866,583 | +106867.5% | 8,279 | -1.4% | 0.28% | 0.0% |
| INTC | Buy | Intel Corp | $1,861,439 | +130527.3% | 56,977 | +5.7% | 0.28% | +22.1% |
| JKHY | Sell | Jack Henry & Assoc | $1,838,935 | +85591.3% | 12,201 | -0.2% | 0.28% | -19.8% |
| XLE | Sell | SPDR Sector Energy ETFenergy | $1,783,752 | +89043.0% | 21,535 | -5.9% | 0.27% | -16.7% |
| XLP | Sell | SPDR Sector Consumer Staples Sector ETFsbi cons stpls | $1,754,836 | +77858.1% | 23,489 | -22.2% | 0.27% | -27.1% |
| CSCO | Buy | Cisco Systems | $1,632,915 | +119703.0% | 31,237 | +9.2% | 0.25% | +12.2% |
| GOOGL | Buy | Alphabet Inc - Acap stk cl a | $1,605,844 | +164433.2% | 15,481 | +40.0% | 0.24% | +53.8% |
| SUSA | Sell | iShares MSCI USA ESG Select ETFmsci usa esg slc | $1,560,424 | +101955.2% | 17,779 | -4.2% | 0.24% | -4.4% |
| VNLA | Sell | Janus Henderson Short Duration Income ETFhendrsn shrt etf | $1,513,350 | +100055.5% | 31,693 | -0.6% | 0.23% | -6.5% |
| ORCL | Sell | Oracle Systems Corp | $1,441,003 | +108901.7% | 15,508 | -4.1% | 0.22% | +1.9% |
| DE | Deere & Co | $1,431,455 | +96164.6% | 3,467 | 0.0% | 0.22% | -10.0% | |
| MA | Buy | Mastercard Inc Class Acl a | $1,352,975 | +104863.1% | 3,723 | +0.4% | 0.20% | -1.9% |
| ADBE | Sell | Adobe Systems Inc | $1,336,849 | +103854.0% | 3,469 | -9.2% | 0.20% | -2.4% |
| QUAL | Sell | iShares MSCI USA Quality Factor ETFmsci usa qlt fct | $1,210,380 | +106541.4% | 9,758 | -2.0% | 0.18% | 0.0% |
| PEP | Sell | Pepsico Inc | $1,190,054 | +98170.4% | 6,528 | -2.6% | 0.18% | -8.2% |
| JNJ | Sell | Johnson & Johnson | $1,182,650 | +86604.5% | 7,630 | -1.2% | 0.18% | -19.0% |
| XLB | Sell | SPDR Sector Basic Materials ETFsbi materials | $1,103,707 | +93276.2% | 13,684 | -10.1% | 0.17% | -13.0% |
| CMCSA | Buy | Comcast Corp Class Acl a | $1,094,538 | +123020.1% | 28,872 | +13.5% | 0.17% | +15.3% |
| WMT | Buy | Wal-Mart Stores Inc | $1,082,578 | +171737.8% | 7,342 | +65.3% | 0.16% | +60.8% |
| VBR | Buy | Vanguard Small-Cap Value ETFsm cp val etf | $1,083,422 | +103181.4% | 6,825 | +3.3% | 0.16% | -3.5% |
| MRK | Sell | Merck & Co Inc | $1,078,263 | +79417.9% | 10,135 | -17.1% | 0.16% | -25.9% |
| QQQ | Buy | Invesco QQQTrust (Nasdaq 100 Index) ETFunit ser 1 | $1,057,749 | +123324.6% | 3,297 | +2.5% | 0.16% | +15.1% |
| HD | Sell | Home Depot Inc | $993,669 | +89098.3% | 3,367 | -4.5% | 0.15% | -16.6% |
| IQLT | Sell | iShares MSCI Intl Quality Factor ETFmsci intl qualty | $990,450 | +103179.5% | 28,058 | -5.2% | 0.15% | -3.2% |
| NUDM | Sell | Nuveen ESG Intl Dev Mkts Eq ETFnuveen esg intl | $990,251 | +104688.5% | 35,215 | -3.9% | 0.15% | -2.0% |
| BLK | Buy | Blackrock Inc | $986,952 | +112437.3% | 1,475 | +19.2% | 0.15% | +5.6% |
| BRKA | Berkshire Hathaway Class Acl a | $931,200 | +99281.0% | 2 | 0.0% | 0.14% | -7.2% | |
| IBDO | iShares iBonds 12-2023 ETFibonds dec23 etf | $912,214 | +100585.9% | 36,213 | 0.0% | 0.14% | -6.1% | |
| EFA | iShares MSCI EAFE Index ETFmsci eafe etf | $904,513 | +108877.5% | 12,647 | 0.0% | 0.14% | +1.5% | |
| VNQ | Sell | Vanguard REIT ETFreal estate etf | $890,158 | +99026.7% | 10,720 | -1.6% | 0.14% | -7.5% |
| VBK | Buy | Vanguard Small Cap Growth ETFsml cp grw etf | $885,455 | +108678.3% | 4,092 | +0.9% | 0.13% | +1.5% |
| PDCO | Buy | Patterson Companies | $871,390 | +201610.6% | 32,551 | +111.4% | 0.13% | +88.6% |
| BK | Buy | Bank of New York Mellon | $855,317 | +123679.6% | 18,823 | +24.1% | 0.13% | +16.1% |
| ESGE | Sell | iShares ESG Aware MSCI EM ETFesg awr msci em | $815,254 | +97418.4% | 25,898 | -6.9% | 0.12% | -8.1% |
| ABT | Sell | Abbott Labs | $811,093 | +75987.5% | 8,010 | -17.5% | 0.12% | -28.9% |
| CVS | Buy | CVS Corporation | $788,503 | +94900.4% | 10,611 | +19.1% | 0.12% | -11.1% |
| EXPE | Buy | Expedia Inc | $753,729 | +125312.5% | 7,768 | +13.2% | 0.11% | +17.5% |
| LMT | Buy | Lockheed Martin Corp | $754,004 | +98333.9% | 1,595 | +1.3% | 0.11% | -8.1% |
| CAT | Caterpillar Inc | $734,805 | +95453.3% | 3,211 | 0.0% | 0.11% | -11.2% | |
| IJR | Sell | iShares Core S&P Small-Cap ETFcore s&p scp etf | $719,448 | +74531.5% | 7,440 | -26.9% | 0.11% | -30.1% |
| COST | Buy | Costco Wholesale | $714,002 | +227289.2% | 1,437 | +108.9% | 0.11% | +111.8% |
| EAGG | Sell | iShares ESG Aware Aggregate Bond ETFesg awr us agrgt | $675,299 | +99648.7% | 14,051 | -3.0% | 0.10% | -7.3% |
| MCD | Sell | McDonald's Corp | $634,435 | +92114.4% | 2,269 | -13.0% | 0.10% | -13.5% |
| BMY | Sell | Bristol-Myers Squibb | $626,354 | +94946.1% | 9,037 | -1.3% | 0.10% | -11.2% |
| BKNG | Buy | Booking Hldgs Inc | $615,359 | +135143.7% | 232 | +2.7% | 0.09% | +25.7% |
| XLRE | Sell | SPDR Sector Real Estate ETFrl est sel sec | $608,433 | +74738.0% | 16,277 | -26.1% | 0.09% | -30.3% |
| RTX | Sell | Raytheon Technologies | $584,152 | +95662.6% | 5,965 | -1.4% | 0.09% | -10.1% |
| XOM | Buy | Exxon Mobil Corp | $586,352 | +103495.8% | 5,347 | +4.2% | 0.09% | -3.3% |
| JEPI | Buy | JP Morgan Equity Premium Income ETFequity premium | $584,162 | +102564.7% | 10,699 | +2.5% | 0.09% | -3.3% |
| VIG | Sell | Vanguard Dividend Appreciation Index ETFdiv app etf | $567,989 | +53433.4% | 3,688 | -47.2% | 0.09% | -50.0% |
| T | Sell | AT&T Inc | $542,523 | +72819.8% | 28,183 | -30.2% | 0.08% | -32.2% |
| LARK | Sell | Landmark Bancshares | $522,574 | +89843.9% | 25,294 | -1.6% | 0.08% | -16.0% |
| GD | Buy | General Dynamics Corp | $510,962 | +94522.6% | 2,239 | +2.8% | 0.08% | -12.5% |
| EMR | Sell | Emerson Electric | $505,848 | +87417.0% | 5,805 | -3.6% | 0.08% | -18.1% |
| PFE | Sell | Pfizer | $498,290 | +74494.3% | 12,213 | -6.3% | 0.08% | -29.6% |
| SPY | Sell | SPDR S&P 500 Index ETFtr unit | $487,130 | +49505.9% | 1,190 | -53.7% | 0.07% | -53.5% |
| VZ | Sell | Verizon Communications | $488,070 | +77742.1% | 12,550 | -21.1% | 0.07% | -27.5% |
| SHY | iShares 1-3 Year Treasury Bond ETF1 3 yr treas bd | $479,814 | +101126.6% | 5,840 | 0.0% | 0.07% | -5.2% | |
| CVX | Sell | Chevron Corp | $471,696 | +90785.5% | 2,891 | -0.0% | 0.07% | -14.3% |
| ABC | Sell | Amerisourcebergen Corp | $465,440 | +96464.3% | 2,907 | -0.1% | 0.07% | -9.0% |
| AMT | Buy | American Tower REIT | $463,852 | +113589.2% | 2,270 | +17.9% | 0.07% | +6.1% |
| VRTX | Buy | Vertex Pharmaceuticals Inc | $459,687 | +114535.2% | 1,459 | +5.0% | 0.07% | +7.7% |
| EMN | Buy | Eastman Chemical Co | $442,532 | +159658.8% | 5,247 | +54.0% | 0.07% | +48.9% |
| EVRG | Evergy Inc Corp | $441,103 | +97059.3% | 7,217 | 0.0% | 0.07% | -9.5% | |
| FIS | Buy | Fidelity National Information Services Inc | $432,412 | +99305.1% | 7,959 | +24.1% | 0.07% | -5.7% |
| SLB | Buy | Schlumberger Ltd | $427,907 | +91923.0% | 8,715 | +0.1% | 0.06% | -13.3% |
| IDEV | Sell | iShares MSCI Developed Mkt ETFcore msci intl | $426,103 | +70917.2% | 7,047 | -34.2% | 0.06% | -33.0% |
| CMI | Sell | Cummins Inc | $430,940 | +74457.1% | 1,804 | -24.4% | 0.06% | -30.9% |
| APD | Buy | Air Products & Chemicals Inc | $413,582 | +100284.0% | 1,440 | +7.7% | 0.06% | -6.0% |
| ABBV | Sell | AbbVie Inc | $398,903 | +94426.8% | 2,503 | -4.2% | 0.06% | -11.8% |
| SBUX | Sell | Starbucks Corporation | $388,405 | +98479.9% | 3,730 | -6.1% | 0.06% | -7.8% |
| LOW | Sell | Lowes Companies Inc | $388,342 | +92583.1% | 1,942 | -7.7% | 0.06% | -13.2% |
| HAL | Buy | Halliburton Company | $385,818 | +82871.6% | 12,194 | +3.1% | 0.06% | -21.3% |
| LLY | Sell | Eli Lilly & Co | $390,812 | +91425.1% | 1,138 | -2.6% | 0.06% | -14.5% |
| UNP | Union Pacific | $381,388 | +97192.9% | 1,895 | 0.0% | 0.06% | -9.4% | |
| KO | Sell | Coca Cola Company | $380,926 | +86671.3% | 6,141 | -11.0% | 0.06% | -18.3% |
| HDV | iShares Core High Dividend ETFcore high dv etf | $374,617 | +97456.5% | 3,685 | 0.0% | 0.06% | -8.1% | |
| ARKK | Sell | Ark Innovation ETFinnovation etf | $351,742 | +127806.2% | 8,720 | -1.0% | 0.05% | +17.8% |
| KMB | Sell | Kimberly-Clark Corp | $339,577 | +81138.5% | 2,530 | -17.8% | 0.05% | -25.0% |
| NULG | Sell | Nuveen ESG Large Growth ETFnuveen esg lrgcp | $329,834 | +110582.6% | 5,917 | -3.0% | 0.05% | +4.2% |
| MMM | Sell | 3M Company | $328,469 | +86112.3% | 3,125 | -1.7% | 0.05% | -19.4% |
| NULV | Sell | Nuveen ESG Large Value ETFnuveen esg lrgvl | $329,462 | +95396.2% | 9,670 | -4.0% | 0.05% | -10.7% |
| GOOG | Alphabet Inc - Ccap stk cl c | $318,240 | +116900.0% | 3,060 | 0.0% | 0.05% | +9.1% | |
| PSX | Buy | Phillips 66 | $312,453 | +306226.5% | 3,082 | +215.1% | 0.05% | +176.5% |
| MDY | SPDR S&P MidCap 400 Index ETFutser1 s&pdcrp | $300,259 | +103437.6% | 655 | 0.0% | 0.05% | -2.1% | |
| IWR | Sell | iShares Russell Mid-Cap Index ETFrus mid cap etf | $289,052 | +96897.3% | 4,134 | -6.5% | 0.04% | -8.3% |
| SPGI | S&P Global Inc | $275,816 | +102816.4% | 800 | 0.0% | 0.04% | -2.3% | |
| NUMV | Sell | Nuveen ESG Mid-Cap ETFnuveen esg midvl | $268,961 | +94272.3% | 9,371 | -2.1% | 0.04% | -10.9% |
| MDT | Buy | Medtronic PLC | $272,334 | +353580.5% | 3,378 | +241.9% | 0.04% | +241.7% |
| CB | Chubb Limited | $262,726 | +88063.1% | 1,353 | 0.0% | 0.04% | -16.7% | |
| SCI | Service Corp International | $245,269 | +99199.2% | 3,566 | 0.0% | 0.04% | -7.5% | |
| NUMG | Sell | Nuveen ESG Mid-Cap Growth ETFnuveen esg midcp | $242,271 | +102557.2% | 6,337 | -5.5% | 0.04% | -2.6% |
| UPS | Sell | United Parcel Servicecl b | $232,594 | +107086.2% | 1,199 | -4.1% | 0.04% | 0.0% |
| IWD | Buy | iShares Russell 1000 Value ETFrus 1000 val etf | $224,777 | +1873041.7% | 1,476 | +1745.0% | 0.03% | +1600.0% |
| CAG | Sell | Conagra | $223,444 | +95388.9% | 5,949 | -1.5% | 0.03% | -10.5% |
| IEMG | Ishares Inc Core MSCI Emerging Mkts ETFcore msci emkt | $213,310 | +104463.7% | 4,372 | 0.0% | 0.03% | -3.0% | |
| ESML | Sell | iShares ESG Aware MSCI Small-Cap ETFesg aware msci | $203,408 | +96301.9% | 5,984 | -6.7% | 0.03% | -8.8% |
| NUSC | Sell | Nuveen ESG Small-Cap ETFnuveen esg smlcp | $203,842 | +97432.1% | 5,757 | -5.6% | 0.03% | -8.8% |
| SUB | Buy | iShares S&P Short-Term Natl Muni ETFshrt nat mun etf | $189,218 | +119658.2% | 1,808 | +19.6% | 0.03% | +11.5% |
| IBM | Sell | IBM Corporation | $192,964 | +89650.7% | 1,472 | -3.3% | 0.03% | -17.1% |
| XEL | Xcel Energy Inc | $194,362 | +96118.8% | 2,882 | 0.0% | 0.03% | -12.1% | |
| NEE | Sell | Nextera Energy Inc | $181,909 | +86523.3% | 2,360 | -5.9% | 0.03% | -17.6% |
| HWKN | Hawkins Inc | $182,125 | +113021.1% | 4,160 | 0.0% | 0.03% | +7.7% | |
| TD | Sell | Toronto Dominion Bank | $183,893 | +87887.1% | 3,070 | -5.0% | 0.03% | -17.6% |
| ADM | Buy | Archer-Daniels-Midland | $187,918 | +86100.9% | 2,359 | +0.5% | 0.03% | -20.0% |
| VO | Vanguard Mid-Cap ETFmid cap etf | $178,438 | +103643.0% | 846 | 0.0% | 0.03% | -3.6% | |
| IWF | iShares Russell 1000 Growth Index ETFrus 1000 grw etf | $173,116 | +113792.1% | 709 | 0.0% | 0.03% | +4.0% | |
| SPG | Buy | Simon Property Group | $174,113 | +96095.0% | 1,555 | +0.8% | 0.03% | -10.3% |
| ISRG | Intuitive Surgical Inc | $156,348 | +96411.1% | 612 | 0.0% | 0.02% | -7.7% | |
| OGE | OGE Energy Corp | $150,640 | +95241.8% | 4,000 | 0.0% | 0.02% | -11.5% | |
| HON | Honeywell International | $154,425 | +89163.0% | 808 | 0.0% | 0.02% | -17.9% | |
| WFC | Sell | Wells Fargo & Co | $147,427 | +77493.2% | 3,944 | -14.5% | 0.02% | -29.0% |
| AJG | Arthur J Gallagher & Co | $140,995 | +101335.3% | 737 | 0.0% | 0.02% | -8.7% | |
| PSA | Buy | Public Storage Inc | $133,244 | +109116.4% | 441 | +1.4% | 0.02% | 0.0% |
| K | Sell | Kellogg Co | $117,917 | +90605.4% | 1,761 | -3.3% | 0.02% | -14.3% |
| PRU | Prudential Financial | $115,836 | +83235.3% | 1,400 | 0.0% | 0.02% | -21.7% | |
| NKE | Nike Inc Cl Bcl b | $118,348 | +104632.7% | 965 | 0.0% | 0.02% | 0.0% | |
| BA | Sell | Boeing | $114,287 | +108744.8% | 538 | -2.5% | 0.02% | 0.0% |
| DIA | SPDR Dow Jones Industrial Avg ETFut ser 1 | $112,093 | +99983.0% | 337 | 0.0% | 0.02% | -5.6% | |
| PG | Sell | Procter & Gamble Co | $112,112 | +87487.5% | 754 | -10.5% | 0.02% | -19.0% |
| IJH | Sell | iShares Core S&P Mid-Cap ETFcore s&p mcp etf | $102,566 | +43919.7% | 410 | -57.5% | 0.02% | -57.9% |
| CBSH | Sell | Commerce Bancshares Inc | $107,364 | +83778.1% | 1,840 | -2.4% | 0.02% | -23.8% |
| GS | Goldman Sachs Grp Inc | $105,329 | +94791.0% | 322 | 0.0% | 0.02% | -11.1% | |
| SCZ | iShares MSCI EAFE Small-Cap ETFeafe sml cp etf | $98,787 | +104992.6% | 1,660 | 0.0% | 0.02% | 0.0% | |
| BAC | Sell | Bank Of America | $96,811 | +82644.4% | 3,385 | -4.2% | 0.02% | -21.1% |
| IWP | iShares Russell Midcap Growth Index ETFrus md cp gr etf | $92,689 | +108945.9% | 1,018 | 0.0% | 0.01% | 0.0% | |
| NOC | Northrop Grumman Corp | $92,344 | +84619.3% | 200 | 0.0% | 0.01% | -22.2% | |
| VTIP | Sell | Vanguard Short-Term TIPS ETFstrm infproidx | $93,428 | +101452.2% | 1,954 | -1.2% | 0.01% | -6.7% |
| ADP | Sell | Automatic Data Processing | $88,829 | +78509.7% | 399 | -15.3% | 0.01% | -27.8% |
| FB | Sell | Facebook Inc Class Acl a | $86,260 | +169037.3% | 407 | -3.8% | 0.01% | +62.5% |
| APOG | New | Apogee Enterprises Inc | $78,542 | – | 1,816 | +100.0% | 0.01% | – |
| GLW | Sell | Corning Inc | $79,204 | +102762.3% | 2,245 | -6.5% | 0.01% | 0.0% |
| IWS | iShares Russell Mid Cap Value Index ETFrus mdcp val etf | $81,137 | +101321.2% | 764 | 0.0% | 0.01% | -7.7% | |
| SO | Southern Company Inc | $76,051 | +97401.3% | 1,093 | 0.0% | 0.01% | -7.7% | |
| IP | Buy | International Paper Co | $80,774 | +109054.1% | 2,240 | +5.0% | 0.01% | 0.0% |
| VOO | Vanguard S&P 500 ETF | $78,223 | +107054.8% | 208 | 0.0% | 0.01% | 0.0% | |
| ESGV | Sell | Vanguard ESG US Stock ETFesg us stk etf | $71,329 | +103275.4% | 995 | -5.2% | 0.01% | 0.0% |
| TXN | Sell | Texas Instruments | $74,404 | +97800.0% | 400 | -13.2% | 0.01% | -8.3% |
| C | Buy | Citigroup Inc | $71,132 | +592666.7% | 1,517 | +461.9% | 0.01% | +450.0% |
| PKG | Sell | Packaging Corp Of America | $70,109 | +71439.8% | 505 | -33.8% | 0.01% | -31.2% |
| ESGD | Sell | iShares ESG Aware MSCI EAFE ETFesg aw msci eafe | $71,886 | +101147.9% | 1,001 | -6.9% | 0.01% | -8.3% |
| IDA | Idacorp Inc | $75,831 | +101008.0% | 700 | 0.0% | 0.01% | -8.3% | |
| O | Sell | Realty Income Corp | $75,794 | +90131.0% | 1,197 | -10.1% | 0.01% | -21.4% |
| ITW | Sell | Illinois Tool Works Inc | $63,540 | +100757.1% | 261 | -9.1% | 0.01% | 0.0% |
| COP | Sell | Conocophillips | $67,165 | +76223.9% | 677 | -9.2% | 0.01% | -28.6% |
| OKE | Oneok Inc New | $65,065 | +97011.9% | 1,024 | 0.0% | 0.01% | -9.1% | |
| DFS | Sell | Discover Financial Services | $59,106 | +67837.9% | 598 | -32.4% | 0.01% | -35.7% |
| WM | Waste Management Inc | $62,168 | +103513.3% | 381 | 0.0% | 0.01% | -10.0% | |
| WELL | Welltower Inc | $60,937 | +108716.1% | 850 | 0.0% | 0.01% | 0.0% | |
| JOE | St Joe Co | $49,932 | +108447.8% | 1,200 | 0.0% | 0.01% | +14.3% | |
| GILD | Sell | Gilead Sciences Inc | $50,197 | +25774.7% | 605 | -73.2% | 0.01% | -74.2% |
| VB | Vanguard Small-Cap ETFsmall cp etf | $52,129 | +104158.0% | 275 | 0.0% | 0.01% | 0.0% | |
| EL | Sell | Lauder Estee Cos Inc Class Acl a | $54,961 | +94660.3% | 223 | -5.1% | 0.01% | -11.1% |
| ETR | Entergy Corp New | $46,867 | +95546.9% | 435 | 0.0% | 0.01% | -12.5% | |
| HPQ | Sell | Hp Inc Common | $47,694 | +99262.5% | 1,625 | -9.5% | 0.01% | -12.5% |
| DOW | Dow Inc. | $43,637 | +108992.5% | 796 | 0.0% | 0.01% | +16.7% | |
| CLX | Clorox Company | $47,472 | +112928.6% | 300 | 0.0% | 0.01% | 0.0% | |
| CSX | CSX Corp | $48,772 | +97444.0% | 1,629 | 0.0% | 0.01% | -12.5% | |
| BIIB | Biogen Idec Inc | $45,319 | +100608.9% | 163 | 0.0% | 0.01% | 0.0% | |
| WBA | New | Walgreens Boots Alliance Inc. | $43,329 | – | 1,253 | +100.0% | 0.01% | – |
| PNW | Pinnacle West Capital Cp | $47,306 | +105024.4% | 597 | 0.0% | 0.01% | 0.0% | |
| ET | New | Energy Transfer LP | $36,537 | – | 2,930 | +100.0% | 0.01% | – |
| MAIN | Mainstreet Capital | $39,460 | +106548.6% | 1,000 | 0.0% | 0.01% | 0.0% | |
| FSK | Buy | FS KKR Capital Corp COMMON | $37,772 | +114360.6% | 2,042 | +7.6% | 0.01% | +20.0% |
| IAU | New | iShares Gold Trust ETFishares new | $38,865 | – | 1,040 | +100.0% | 0.01% | – |
| MPLX | MPLX LP | $42,546 | +103670.7% | 1,235 | 0.0% | 0.01% | -14.3% | |
| RJF | Raymond James Financial Inc | $35,349 | +88272.5% | 379 | 0.0% | 0.01% | -16.7% | |
| CL | Sell | Colgate-Palmolive | $30,661 | +76552.5% | 408 | -19.2% | 0.01% | -16.7% |
| TGT | Target Corporation | $33,126 | +110320.0% | 200 | 0.0% | 0.01% | 0.0% | |
| D | Dominion Resources Inc | $34,105 | +92075.7% | 610 | 0.0% | 0.01% | -16.7% | |
| WEC | Sell | Wec Energy Group Inc Common | $32,039 | +86491.9% | 338 | -13.6% | 0.01% | -16.7% |
| DOV | Dover Corp | $31,907 | +113853.6% | 210 | 0.0% | 0.01% | 0.0% | |
| OLN | Olin Corp | $33,411 | +104309.4% | 602 | 0.0% | 0.01% | 0.0% | |
| RFG | Invesco S&P Mid-Cap 400 Pure Growth ETFs&p mdcp400 pr | $25,639 | +102456.0% | 140 | 0.0% | 0.00% | 0.0% | |
| New | Inventrust Properties Corp COMMON | $24,125 | – | 1,031 | +100.0% | 0.00% | – | |
| INGR | Sell | Ingredion Inc | $29,298 | +94409.7% | 288 | -9.4% | 0.00% | -20.0% |
| VV | Vanguard Large-Cap Index ETFlarge cap etf | $27,274 | +108996.0% | 146 | 0.0% | 0.00% | 0.0% | |
| WMB | Sell | Williams Companies | $28,427 | +81120.0% | 952 | -11.0% | 0.00% | -33.3% |
| TMO | Thermo Fisher Corp | $28,819 | +102825.0% | 50 | 0.0% | 0.00% | -20.0% | |
| WRB | WR Berkley Corp | $27,270 | +85118.8% | 438 | 0.0% | 0.00% | -20.0% | |
| BGRN | iShares Global Green Bond ETFusd grn bond etf | $24,429 | +101687.5% | 519 | 0.0% | 0.00% | 0.0% | |
| IBDP | iShares iBonds 12-2024 ETFibonds dec24 etf | $23,336 | +101360.9% | 949 | 0.0% | 0.00% | 0.0% | |
| VOD | Vodafone Group Plc ADRsponsored adr | $24,233 | +110050.0% | 2,195 | 0.0% | 0.00% | 0.0% | |
| CTAS | Cintas Corp Common | $24,522 | +102075.0% | 53 | 0.0% | 0.00% | 0.0% | |
| TRV | Travelers Co Inc | $24,683 | +91318.5% | 144 | 0.0% | 0.00% | 0.0% | |
| IWO | iShares Russell 2000 Growth Index ETFrus 2000 grw etf | $26,992 | +103715.4% | 119 | 0.0% | 0.00% | 0.0% | |
| BNO | United States Brent Oil Fund LPunit | $24,985 | +92437.0% | 940 | 0.0% | 0.00% | 0.0% | |
| CTVA | Corteva INC CORP COMMON | $25,752 | +102908.0% | 427 | 0.0% | 0.00% | 0.0% | |
| DVY | iShares Select Dividend ETFselect divid etf | $25,780 | +95381.5% | 220 | 0.0% | 0.00% | 0.0% | |
| TIP | iShares Barclays TIPS Bond ETFtips bd etf | $18,743 | +104027.8% | 170 | 0.0% | 0.00% | 0.0% | |
| AEP | American Electrical Power Inc | $18,198 | +95678.9% | 200 | 0.0% | 0.00% | 0.0% | |
| BX | Blackstone Group Inc Cl A | $18,446 | +115187.5% | 210 | 0.0% | 0.00% | 0.0% | |
| CFFN | New | Capitol Federal Finl Inc. | $22,492 | – | 3,342 | +100.0% | 0.00% | – |
| DD | Dupont De Nemours INC CORP COMMON | $22,392 | +106528.6% | 312 | 0.0% | 0.00% | 0.0% | |
| New | FS Global Credit Opportunities Fund | $22,524 | – | 5,073 | +100.0% | 0.00% | – | |
| F | Ford Motor Company New | $19,089 | +105950.0% | 1,515 | 0.0% | 0.00% | 0.0% | |
| GSL PLC IIsponsored adr | $21,775 | +98877.3% | 612 | 0.0% | 0.00% | -25.0% | ||
| AGCO | AGCO Corp | $21,767 | +98840.9% | 161 | 0.0% | 0.00% | -25.0% | |
| IEF | iShares Barclays 7-10 Yr Treas Bond ETF7-10 yr trsy bd | $17,842 | +104852.9% | 180 | 0.0% | 0.00% | 0.0% | |
| IYR | iShares US Real Estate Index ETFu.s. real es etf | $19,952 | +99660.0% | 235 | 0.0% | 0.00% | 0.0% | |
| LHX | L3harris Technologies INC CORP COMMON | $21,390 | +92900.0% | 109 | 0.0% | 0.00% | -25.0% | |
| NVS | Novartis AG-ADRsponsored adr | $18,400 | +102122.2% | 200 | 0.0% | 0.00% | 0.0% | |
| OXY | Occidental Petroleum | $19,228 | +101100.0% | 308 | 0.0% | 0.00% | 0.0% | |
| TROW | T.Rowe Price Group | $18,516 | +102766.7% | 164 | 0.0% | 0.00% | 0.0% | |
| USB | Sell | US Bancorp New | $22,171 | +40957.4% | 615 | -50.5% | 0.00% | -66.7% |
| UL | Unilever PLC ADRspon adr new | $20,772 | +103760.0% | 400 | 0.0% | 0.00% | 0.0% | |
| UNH | Unitedhealth Group Inc | $16,541 | +86957.9% | 35 | 0.0% | 0.00% | 0.0% | |
| DVN | New | Devon Energy Corp | $10,122 | – | 200 | +100.0% | 0.00% | – |
| SXC | New | SunCoke Energy Inc | $13,856 | – | 1,543 | +100.0% | 0.00% | – |
| BHP | BHP Billiton Limited ADRsponsored ads | $15,789 | +105160.0% | 249 | 0.0% | 0.00% | 0.0% | |
| TSLA | Tesla Motors Inc | $15,560 | +172788.9% | 75 | 0.0% | 0.00% | +100.0% | |
| BBY | Sell | Best Buy Co Inc | $14,089 | +78172.2% | 180 | -20.0% | 0.00% | -33.3% |
| BDX | Becton Dickinson & Co | $12,129 | +100975.0% | 49 | 0.0% | 0.00% | 0.0% | |
| ZBH | Zimmer Biomet Holdings Inc | $12,920 | +99284.6% | 100 | 0.0% | 0.00% | 0.0% | |
| ALL | Allstate Corp | $11,081 | +79050.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TTE | New | Total SA ADRsponsored ads | $10,393 | – | 176 | +100.0% | 0.00% | – |
| IYG | iShares Financial Services ETFu.s. fin svc etf | $10,416 | +94590.9% | 69 | 0.0% | 0.00% | 0.0% | |
| CRM | Salesforce.com Inc | $11,987 | +149737.5% | 60 | 0.0% | 0.00% | +100.0% | |
| OGS | One Gas Inc. | $15,529 | +103426.7% | 196 | 0.0% | 0.00% | 0.0% | |
| IWV | iShares Russell 3000 ETFrussell 3000 etf | $11,291 | +102545.5% | 48 | 0.0% | 0.00% | 0.0% | |
| OEF | iShares S&P 100 Index ETFs&p 100 etf | $16,272 | +108380.0% | 87 | 0.0% | 0.00% | 0.0% | |
| BND | Vanguard Total Bond Index ETFtotal bnd mrkt | $11,075 | +100581.8% | 150 | 0.0% | 0.00% | 0.0% | |
| HRL | Hormel Foods Corp | $16,470 | +86584.2% | 413 | 0.0% | 0.00% | -33.3% | |
| FE | First Energy Corp | $14,141 | +94173.3% | 353 | 0.0% | 0.00% | 0.0% | |
| NSC | Norfolk Southern Corp | $10,600 | +88233.3% | 50 | 0.0% | 0.00% | 0.0% | |
| DIS | Sell | Walt Disney Company | $5,507 | +91683.3% | 55 | -20.3% | 0.00% | 0.0% |
| THNQ | ROBO Global Artificial Intelligence ETFrobo glb artif | $4,190 | +139566.7% | 129 | 0.0% | 0.00% | – | |
| ALEX | Alexander & Baldwin Inc | $8,661 | +96133.3% | 458 | 0.0% | 0.00% | 0.0% | |
| HTEC | ROBO Global Healthcare Technology & Innovation ETFrobo gbl hltcr | $3,762 | +93950.0% | 126 | 0.0% | 0.00% | 0.0% | |
| SHAK | Shake Shack INCcl a | $5,549 | +138625.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ROBO | ROBO Global ETFrobo glb etf | $4,351 | +108675.0% | 80 | 0.0% | 0.00% | 0.0% | |
| ENB | Sell | Enbridge Inc | $7,516 | +19678.9% | 197 | -79.7% | 0.00% | -83.3% |
| LUV | Southwest Airlines | $9,762 | +97520.0% | 300 | 0.0% | 0.00% | -50.0% | |
| PAA | Plains All American Pipeline LPunit ltd partn | $9,353 | +103822.2% | 750 | 0.0% | 0.00% | 0.0% | |
| IJK | iShares S&P MidCap 400 Growth ETFs&p mc 400gr etf | $6,865 | +97971.4% | 96 | 0.0% | 0.00% | 0.0% | |
| SMG | Scotts Miracle-Growcl a | $6,974 | +139380.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MOAT | Vaneck Morningstar Wide Moat ETFmrngstr wde moat | $6,497 | +108183.3% | 88 | 0.0% | 0.00% | 0.0% | |
| IBB | New | iShares Biotechnology ETFishares biotech | $6,458 | – | 50 | +100.0% | 0.00% | – |
| SPR | Spirit Aerosystems Holdings INC Hldgs A | $3,453 | +115000.0% | 100 | 0.0% | 0.00% | – | |
| ECL | Ecolab Inc | $4,138 | +103350.0% | 25 | 0.0% | 0.00% | 0.0% | |
| DNP | DNP Select Income CEF | $8,816 | +97855.6% | 800 | 0.0% | 0.00% | 0.0% | |
| CCL | Carnival Corp New Funit 99/99/9999 | $4,060 | +135233.3% | 400 | 0.0% | 0.00% | – | |
| IAPR | Innovator Int'l MSCI Power ETFintrnl dev aprl | $6,299 | +104883.3% | 257 | 0.0% | 0.00% | 0.0% | |
| ALTL | Pacer Lunt Large-Cap Allternator ETFlunt lrg cp altr | $7,974 | +99575.0% | 210 | 0.0% | 0.00% | 0.0% | |
| HBAN | Huntington Bancshares Inc | $3,774 | +75380.0% | 337 | 0.0% | 0.00% | 0.0% | |
| DKS | Dick's Sporting Goods Inc | $8,513 | +121514.3% | 60 | 0.0% | 0.00% | 0.0% | |
| HPE | Sell | Hewlett Packard Enterprise Common | $3,759 | +62550.0% | 236 | -41.9% | 0.00% | 0.0% |
| HP | Helmerich & Payne Inc | $7,150 | +71400.0% | 200 | 0.0% | 0.00% | -50.0% | |
| NEM | New | Newmont Mining Corp | $4,902 | – | 100 | +100.0% | 0.00% | – |
| AMGN | Amgen Inc | $9,187 | +91770.0% | 38 | 0.0% | 0.00% | -50.0% | |
| AVDE | Avantis International Equity ETFintl eqt etf | $4,106 | +102550.0% | 72 | 0.0% | 0.00% | 0.0% | |
| MU | New | Micron Technology Inc | $6,034 | – | 100 | +100.0% | 0.00% | – |
| PSFF | Pacer Swan SOS Fund of Funds ETFswan sos fd of | $6,594 | +109800.0% | 287 | 0.0% | 0.00% | 0.0% | |
| ACWX | Sell | iShares MSCI ACWI ex U.S. ETFmsci acwi ex us | $6,007 | +320.7% | 123 | -99.6% | 0.00% | -99.6% |
| WWD | Woodward INC CORP COMMON | $7,303 | +104228.6% | 75 | 0.0% | 0.00% | 0.0% | |
| New | Strive US Energy ETFstrive us energy | $5,143 | – | 185 | +100.0% | 0.00% | – | |
| VPU | Vanguard Utilities ETFutilities etf | $8,704 | +96611.1% | 59 | 0.0% | 0.00% | 0.0% | |
| Rumble Inc. | $2,000 | +199900.0% | 200 | 0.0% | 0.00% | – | ||
| POST | Post Holdings Inc | $1,708 | +85300.0% | 19 | 0.0% | 0.00% | – | |
| PENN | Penn National Gaming INC CORP COMMON | $1,720 | +85900.0% | 58 | 0.0% | 0.00% | – | |
| CALF | Pacer US Small Cap Cash Cows 100 ETFpacer us small | $1,979 | +98850.0% | 52 | 0.0% | 0.00% | – | |
| OXYWS | Occidental Petroleum Corp Eqy Warrant Exp 8/3/27*w exp 08/03/202 | $2,091 | +104450.0% | 51 | 0.0% | 0.00% | – | |
| NKLA | Nikola Corporation CORP COMMON | $73 | +7200.0% | 60 | 0.0% | 0.00% | – | |
| KMI | Kinder Morgan Inc | $928 | +92700.0% | 53 | 0.0% | 0.00% | – | |
| TSN | Sell | Tyson Foods Cl Acl a | $3,025 | +1037.2% | 51 | -98.8% | 0.00% | -100.0% |
| DXC | Exit | DXC Technology Common | $0 | – | -14 | -100.0% | 0.00% | – |
| IWM | iShares Russell 2000 Index ETFrussell 2000 etf | $2,498 | +124800.0% | 14 | 0.0% | 0.00% | – | |
| Embecta Corp | $281 | +28000.0% | 10 | 0.0% | 0.00% | – | ||
| EA | Electronic Arts Inc | $602 | +60100.0% | 5 | 0.0% | 0.00% | – | |
| EOG | EOG Resources Inc | $688 | +68700.0% | 6 | 0.0% | 0.00% | – | |
| CGC | Canopy Growth Corp COMMON | $175 | +17400.0% | 100 | 0.0% | 0.00% | – | |
| BCC | Boise Cascade | $1,265 | +126400.0% | 20 | 0.0% | 0.00% | – | |
| WAB | Westinghouse Air Brake Technologies Corp | $202 | +20100.0% | 2 | 0.0% | 0.00% | – | |
| BRC. Inc | $1,542 | +77000.0% | 300 | 0.0% | 0.00% | – | ||
| WY | Weyerhaeuser Co | $572 | +57100.0% | 19 | 0.0% | 0.00% | – | |
| Escrow Altegrity Inc. | $754 | +75300.0% | 200 | 0.0% | 0.00% | – | ||
| WOPEY | Woodside Energy Group LTD ADRsponsored adr | $1,996 | +99700.0% | 89 | 0.0% | 0.00% | – | |
| ALC | Alcon Ag CORP COMMON | $2,822 | +93966.7% | 40 | 0.0% | 0.00% | – | |
| ES | Exit | Eversource Energy | $0 | – | -35 | -100.0% | 0.00% | – |
| Exit | Micro Focus Int'l PLC ADRspon adr new | $0 | – | -20 | -100.0% | 0.00% | – | |
| ROKU | Roku Inc Cl A Corp | $2,633 | +131550.0% | 40 | 0.0% | 0.00% | – | |
| KDP | Exit | Keurig Dr Pepper Inc | $0 | – | -182 | -100.0% | -0.00% | – |
| QCOM | Exit | Qualcomm Inc | $0 | – | -61 | -100.0% | -0.00% | – |
| PAYX | Exit | Paychex Inc | $0 | – | -48 | -100.0% | -0.00% | – |
| CHTR | Exit | Charter Communications Inc New Class Acl a | $0 | – | -16 | -100.0% | -0.00% | – |
| ETN | Exit | Eaton Corporation PLC | $0 | – | -39 | -100.0% | -0.00% | – |
| SRE | Exit | Sempra Energy | $0 | – | -56 | -100.0% | -0.00% | – |
| CCI | Exit | Crown Castle Inc REIT | $0 | – | -55 | -100.0% | -0.00% | – |
| UBER | Exit | Uber Technologies INC | $0 | – | -370 | -100.0% | -0.00% | – |
| PLD | Exit | Prologis Inc REIT | $0 | – | -57 | -100.0% | -0.00% | – |
| MDLZ | Exit | Mondelez International, Inccl a | $0 | – | -197 | -100.0% | -0.00% | – |
| MMC | Exit | Marsh & McLennan Cos Inc Common | $0 | – | -58 | -100.0% | -0.00% | – |
| TFC | Exit | Truist Financial Corp | $0 | – | -253 | -100.0% | -0.00% | – |
| PNC | Exit | PNC Financial Services Group Inc | $0 | – | -76 | -100.0% | -0.00% | – |
| AVGO | Exit | Broadcom Inc Corp | $0 | – | -28 | -100.0% | -0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard FTSE Developed Markets ETF | 35 | Q3 2023 | 13.4% |
| JPMorgan Chase & Co | 35 | Q3 2023 | 6.1% |
| iShares Core S&P 500 ETF | 35 | Q3 2023 | 3.9% |
| Microsoft | 35 | Q3 2023 | 3.5% |
| iShares Core US Aggregate Bond Index ETF | 35 | Q3 2023 | 13.8% |
| American Tower REIT | 35 | Q3 2023 | 4.8% |
| Home Depot Inc | 35 | Q3 2023 | 3.8% |
| Vanguard FTSE Emerging Markets ETF | 35 | Q3 2023 | 5.7% |
| Cisco Systems | 35 | Q3 2023 | 4.1% |
| iShares S&P National Mun Bond ETF | 35 | Q3 2023 | 11.5% |
View Trust Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-01-14 |
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.