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Home > Institutional Investor > New Covenant Trust Company, N.a. > Profile

Instuitional Investor - New Covenant Trust Company, N.a.

Fund Profile
Filing Period:
Fund Name: New Covenant Trust Company, N.a.
Portfolio Value $94,682,048
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 49,209 $13,455,217 14.21%
2.
Vanguard Star Fds
 141,310 $8,833,288 9.33%
3.
Vanguard Bond Index Funds
 BND 98,061 $7,189,833 7.59%
4.
Vanguard World Fd - ESG US STK ETF
 61,391 $5,986,236 6.32%
5.
Apple Inc.
 AAPL 16,924 $3,687,740 3.89%
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)