Trust Co
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$2.1B
Holdings
905
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SHV
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
Held since at least Q1 2024
8.2%
02
$BND
VANGUARD TOTAL BOND MARKET ETF
Held since at least Q1 2024
6.7%
03
$AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
Held since at least Q1 2024
6.2%
04
$VTV
VANGUARD VALUE ETF
Held since at least Q1 2024
5.9%
05
$VUG
VANGUARD GROWTH ETF
Held since at least Q1 2024
5.6%
06
$FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Held since at least Q1 2024
5.2%
07
$EDIV
STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF
Held since at least Q1 2024
5.2%
08
$VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
Held since at least Q1 2024
4.8%
09
$VOE
VANGUARD MID-CAP VALUE ETF
Held since at least Q1 2024
4.5%
10
$IWB
ISHARES RUSSELL 1000 ETF
Held since at least Q1 2024
4.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:49 UTC.