St. Louis Trust Co
CIK: 0001661144SEC EDGAR →
Portfolio Value
$872K
Holdings
146
As of
Q4 2025
New Positions
3
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD STAR FDS | 1,205,345 | $90.9M | 10426.92% |
| 2 | VANGUARD INDEX FDS | 236,631 | $79.3M | 9097.21% |
| 3 | ISHARES TR | 561,897 | $67.5M | 7743.42% |
| 4 | VANGUARD INTL EQUITY INDEX F | 733,279 | $53.9M | 6185.17% |
| 5 | ISHARES TR | 96,475 | $36.0M | 4131.21% |
| 6 | SCHWAB STRATEGIC TR | 1,297,295 | $34.9M | 4003.12% |
| 7 | VANGUARD TAX-MANAGED FDS | 513,626 | $32.1M | 3679.18% |
| 8 | VANGUARD INDEX FDS | 65,223 | $20.5M | 2354.28% |
| 9 | VANGUARD INTL EQUITY INDEX F | 140,983 | $19.9M | 2280.32% |
| 10 | SCHWAB STRATEGIC TR | 493,923 | $14.1M | 1612.94% |
Quarterly Changes
New Positions (27)
$6.5M · 82K shares
$3.5M · 77K shares
$2.0M · 34K shares
$1.6M · 17K shares
$1.5M · 4K shares
$1.4M · 3K shares
$1.3M · 53K shares
$1.3M · 14K shares
$1.2M · 7K shares
$1.0M · 7K shares
$851K · 9K shares
$759K · 5K shares
$675K · 13K shares
$552K · 1K shares
$487K · 4K shares
$424K · 4K shares
$385K · 3K shares
$212K · 649 shares
$211K · 3K shares
$2K · 2K shares
$1K · 2K shares
$1K · 630 shares
$979 · 2K shares
$897 · 2K shares
$889 · 669 shares
$865 · 2K shares
$709 · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 69 | $643.3M | 89.5% |
| Healthcare | 15 | $17.9M | 2.5% |
| Technology | 18 | $15.4M | 2.1% |
| Industrials | 8 | $7.6M | 1.1% |
| Consumer Defensive | 8 | $6.5M | 0.9% |
| Energy | 2 | $6.1M | 0.8% |
| Consumer Cyclical | 8 | $5.9M | 0.8% |
| Unknown | 6 | $5.7M | 0.8% |
| Communication Services | 7 | $3.4M | 0.5% |
| Utilities | 3 | $2.5M | 0.3% |
| Real Estate | 1 | $2.1M | 0.3% |
| Basic Materials | 1 | $2.0M | 0.3% |