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Home > Institutional Investor > St. Louis Trust Co > Profile

Instuitional Investor - St. Louis Trust Co

Fund Profile
Filing Period:
Fund Name: St. Louis Trust Co
Portfolio Value $580,996,949
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 145,266 $69,046,422 11.88%
2.
Vanguard Index Fds
 264,872 $62,832,832 10.81%
3.
Ishares Trust
 IEF 555,768 $60,161,952 10.35%
4.
Vanguard Star Fds
 837,132 $48,520,143 8.35%
5.
Vanguard Intl Equity Index Funds
 VWO 734,417 $41,230,200 7.09%
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)