| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL U.S. TARGETED VALUE | 3 | Q2 2024 | 26.4% |
| DIMENSIONAL U.S. MARKETWIDE VAL | 3 | Q2 2024 | 19.1% |
| DIMENSIONAL U.S. CORE EQUITY 2 | 3 | Q2 2024 | 8.7% |
| VANGUARD S&P 500 | 3 | Q2 2024 | 5.4% |
| SPDR S&P 500 | 3 | Q2 2024 | 4.1% |
| LIVE OAK BANCSHARES INC | 3 | Q2 2024 | 4.0% |
| VANGUARD MID-CAP ETF | 3 | Q2 2024 | 3.4% |
| DIMENSIONAL WORLD EX U.S. CORE | 3 | Q2 2024 | 2.7% |
| VANGUARD SMALL-CAP ETF | 3 | Q2 2024 | 2.0% |
| VANGUARD FTSE DEVELOPED MKTS ET | 3 | Q2 2024 | 1.7% |
View Trust Co of the South's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-02 |
| N-PX | 2024-08-09 |
| 13F-HR | 2024-07-02 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-17 |
View Trust Co of the South'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.