| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ETF SER SOLUTIONS | 6 | Q3 2023 | 7.5% |
| ISHARES TR | 6 | Q3 2023 | 7.1% |
| ETF SER SOLUTIONS | 6 | Q3 2023 | 6.2% |
| ETF SER SOLUTIONS | 6 | Q3 2023 | 6.1% |
| ISHARES TR | 6 | Q3 2023 | 5.4% |
| VANGUARD INDEX FDS | 6 | Q3 2023 | 6.3% |
| ISHARES TR | 6 | Q3 2023 | 6.1% |
| ISHARES TR | 6 | Q3 2023 | 4.6% |
| VANGUARD INTL EQUITY INDEX F | 6 | Q3 2023 | 4.4% |
| VANGUARD SCOTTSDALE FDS | 6 | Q3 2023 | 4.5% |
View Blue Trust, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-09 |
| 13F-NT | 2022-05-13 |
| 13F-NT | 2022-02-16 |
| 13F-NT | 2021-11-15 |
View Blue Trust, Inc.'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.