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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 $1,257,743,968
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 330,752 $157,977,077 12.56%
2.
Vanguard Index Fds
 470,033 $111,501,227 8.86%
3.
Vanguard Tax-Managed Fds
 993,537 $47,590,421 3.78%
4.
Vanguard Bond Index Funds
 BND 545,220 $40,100,930 3.18%
5.
Apple Inc.
 AAPL 180,179 $34,689,861 2.75%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)