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Home > Institutional Investor > Smithfield Trust Co > Profile

Instuitional Investor - Smithfield Trust Co

Fund Profile
Filing Period:
Fund Name: Smithfield Trust Co
Portfolio Value $1,781,389
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 446,208 $194,831 10.93%
2.
Vanguard Bond Index Funds
 BND 1,396,789 $107,568 6.03%
3.
Vanguard Scottsdale Funds
 1,608,229 $93,798 5.26%
4.
Ishares Trust
 IEF 815,443 $66,898 3.75%
5.
Vanguard Index Fds
 284,441 $66,100 3.71%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)