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Home > Institutional Investor > Legacy Private Trust Co. > Profile

Instuitional Investor - Legacy Private Trust Co.

Fund Profile
Filing Period:
Fund Name: Legacy Private Trust Co.
Portfolio Value $1,548,055,882
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 329,277 $204,448,088 13.21%
2.
Vanguard Index Fds
 519,823 $157,989,803 10.21%
3.
Spdr Series Trust
 1,108,787 $83,037,058 5.36%
4.
Vanguard Tax-Managed Fds
 1,100,230 $62,724,111 4.05%
5.
Nvidia Corp
 NVDA 272,379 $43,033,157 2.78%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)