Blue Trust, Inc. Q1 2025 Filing

Filed April 21, 2025

Portfolio Value

$7.8T

Holdings

2,475

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (2,475 positions)

#StockSharesValue% PortfolioType
1
IEFISHARES TR
5,266,389$502.3B6.44%
2
ITOTISHARES TR
3,782,324$461.5B5.91%
3
AKAFETF SER SOLUTIONS
8,003,625$453.4B5.81%
4
IPACISHARES TR
7,240,026$450.6B5.77%
5
IUSVISHARES TR
4,781,288$441.3B5.65%
6
VBNDETF SER SOLUTIONS
9,889,011$432.4B5.54%
7
QUALISHARES TR
2,333,555$398.8B5.11%
8
VGKVANGUARD INTL EQUITY INDEX F
5,056,789$355.0B4.55%
9
VGITVANGUARD SCOTTSDALE FDS
5,701,984$338.7B4.34%
10
VIDIETF SER SOLUTIONS
11,077,642$288.5B3.70%
11
MTUMISHARES TR
1,202,019$243.0B3.11%
12
IUSGISHARES TR
1,885,240$239.6B3.07%
13
JMOMJ P MORGAN EXCHANGE TRADED F
4,141,628$233.4B2.99%
14
AGGISHARES TR
2,256,473$223.2B2.86%
15
VCITVANGUARD SCOTTSDALE FDS
2,175,389$177.9B2.28%
16
TDTFFLEXSHARES TR
6,953,859$168.6B2.16%
17
VOOVANGUARD INDEX FDS
315,877$162.3B2.08%
18
IEMGISHARES INC
2,516,666$135.8B1.74%
19
VGSHVANGUARD SCOTTSDALE FDS
2,032,023$119.3B1.53%
20
MBBISHARES TR
1,263,320$118.5B1.52%
21
VUSBVANGUARD BD INDEX FDS
1,726,644$86.1B1.10%
22
VXFVANGUARD INDEX FDS
491,712$84.7B1.09%
23
KOCOCA COLA CO
964,867$69.1B0.89%
24
IVVISHARES TR
97,117$54.6B0.70%
25
ACWIISHARES TR
410,848$47.8B0.61%
26
LLYELI LILLY & CO
51,017$42.1B0.54%
27
GPNGLOBAL PMTS INC
404,066$39.6B0.51%
28
IUSBISHARES TR
856,656$39.5B0.51%
29
MSFTMICROSOFT CORP
103,856$39.0B0.50%
30
TPLTEXAS PACIFIC LAND CORPORATI
28,781$38.1B0.49%
31
AAPLAPPLE INC
169,861$37.7B0.48%
32
SCHZSCHWAB STRATEGIC TR
1,382,096$32.0B0.41%
33
IAU*ISHARES GOLD TR
528,487$31.2B0.40%
34
BSVVANGUARD BD INDEX FDS
393,936$30.8B0.40%
35
PPTYETF SER SOLUTIONS
802,951$25.3B0.32%
36
AFLAFLAC INC
200,208$22.3B0.29%
37
IVWISHARES TR
219,371$20.4B0.26%
38
JAAAJANUS DETROIT STR TR
370,629$18.8B0.24%
39
DYNFBLACKROCK ETF TRUST
369,582$18.0B0.23%
40
IVEISHARES TR
92,953$17.7B0.23%
41
SGOLETFS GOLD TR
502,666$15.0B0.19%
42
NVDANVIDIA CORPORATION
135,988$14.7B0.19%
43
EFVISHARES TR
233,917$13.8B0.18%
44
AMZNAMAZON COM INC
70,596$13.4B0.17%
45
BRK/BBERKSHIRE HATHAWAY INC DEL
24,940$13.3B0.17%
46
PGPROCTER AND GAMBLE CO
75,908$12.9B0.17%
47
XOMEXXON MOBIL CORP
105,636$12.6B0.16%
48
HCAHCA HEALTHCARE INC
33,828$11.7B0.15%
49
JPMJPMORGAN CHASE & CO.
47,291$11.6B0.15%
50
XLESELECT SECTOR SPDR TR
119,723$11.2B0.14%
51
EMXCISHARES INC
200,563$11.0B0.14%
52
JNJJOHNSON & JOHNSON
65,875$10.9B0.14%
53
VOOVVANGUARD ADMIRAL FDS INC
58,729$10.8B0.14%
54
VPLVANGUARD INTL EQUITY INDEX F
147,565$10.7B0.14%
55
HDHOME DEPOT INC
27,376$10.0B0.13%
56
ABBVABBVIE INC
47,603$10.0B0.13%
57
SYU1SYNOVUS FINL CORP
210,263$9.8B0.13%
58
SPYSPDR S&P 500 ETF TR
16,034$9.0B0.11%
59
EFGISHARES TR
86,914$8.7B0.11%
60
IWDISHARES TR
44,936$8.5B0.11%
61
SGOVISHARES TR
83,918$8.4B0.11%
62
SOSOUTHERN CO
91,633$8.4B0.11%
63
IWFISHARES TR
22,980$8.3B0.11%
64
GQ9SPDR GOLD TR
28,730$8.3B0.11%
65
CATCATERPILLAR INC
24,360$8.0B0.10%
66
IYWISHARES TR
55,396$7.8B0.10%
67
CHDCHURCH & DWIGHT CO INC
68,631$7.6B0.10%
68
TLHISHARES TR
71,778$7.4B0.10%
69
METAMETA PLATFORMS INC
12,575$7.2B0.09%
70
CVXCHEVRON CORP NEW
42,842$7.2B0.09%
71
TSMTAIWAN SEMICONDUCTOR MFG LTD
43,075$7.2B0.09%
72
VTVVANGUARD INDEX FDS
40,195$6.9B0.09%
73
GOOGLALPHABET INC
44,461$6.9B0.09%
74
ACNACCENTURE PLC IRELAND
22,026$6.9B0.09%
75
BINCBLACKROCK ETF TRUST II
129,777$6.8B0.09%
76
VTIVANGUARD INDEX FDS
24,272$6.7B0.09%
77
COSTCOSTCO WHSL CORP NEW
6,997$6.6B0.08%
78
ACWXISHARES TR
116,940$6.5B0.08%
79
PEPPEPSICO INC
41,892$6.3B0.08%
80
AVGOBROADCOM INC
37,241$6.2B0.08%
81
WMTWALMART INC
68,749$6.0B0.08%
82
OEFISHARES TR
21,368$5.8B0.07%
83
IBMINTERNATIONAL BUSINESS MACHS
22,597$5.6B0.07%
84
GISGENERAL MLS INC
91,973$5.5B0.07%
85
JQUAJ P MORGAN EXCHANGE TRADED F
95,551$5.4B0.07%
86
BCIABRDN ETFS
250,906$5.4B0.07%
87
VNQVANGUARD INDEX FDS
58,760$5.3B0.07%
88
ARKKARK ETF TR
108,742$5.2B0.07%
89
VGLTVANGUARD SCOTTSDALE FDS
89,420$5.2B0.07%
90
NDQINVESCO QQQ TR
10,969$5.1B0.07%
91
TCBXTHIRD COAST BANCSHARES INC
147,082$4.9B0.06%
92
VVISA INC
13,882$4.9B0.06%
93
MCDMCDONALDS CORP
15,449$4.8B0.06%
94
UNHUNITEDHEALTH GROUP INC
9,213$4.8B0.06%
95
MMM3M CO
32,769$4.8B0.06%
96
VCSHVANGUARD SCOTTSDALE FDS
60,534$4.8B0.06%
97
DFLVDIMENSIONAL ETF TRUST
154,020$4.7B0.06%
98
MRKMERCK & CO INC
51,935$4.7B0.06%
99
VMBSVANGUARD SCOTTSDALE FDS
99,297$4.6B0.06%
100
GOOGALPHABET INC
28,975$4.5B0.06%
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