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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 $750,639,234
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 137,606 $85,019,449 11.33%
2.
Vanguard Star Fds
 1,120,508 $77,415,922 10.31%
3.
Vanguard Index Fds
 232,487 $70,659,657 9.41%
4.
Ishares Trust
 IEF 561,043 $61,316,351 8.17%
5.
Vanguard Intl Equity Index Funds
 VWO 752,025 $50,551,170 6.73%
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)