WR
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Wind River Trust Co13F | |
| Wind River Trust Co | |
| Last update 2025-02-07 | 9 Stocks (0 new) |
| Value $254.00 Mil | Turnover 0 % |
Wind River Trust Co Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VT | Vanguard Total World Stock ETF | 741,137 | 87,068.8 | -0.68% | 34.240 | -0.23% | 0.210 | -2.22% | +0.95% | 42,187.5 | ||
IWD | iShares Russell 1000 Value ETF | 253,335 | 46,899.9 | 0% | 18.440 | 0% | 0.080 | -4.44% | -0.25% | 60,602.4 | ||
IWV | iShares Russell 3000 ETF | 124,692 | 41,678.3 | 0% | 16.390 | 0% | 0.270 | -7.03% | -4.35% | 14,621.7 | ||
SPY | SPDR S&P 500 ETF Trust | 51,273 | 30,050.1 | -0.48% | 11.820 | -0.05% | 0.000 | -6.31% | -3.97% | 576,038.5 | ||
ACWI | iShares MSCI ACWI Index Fund | 121,474 | 14,273.2 | -1.02% | 5.610 | -0.06% | 0.080 | -2.27% | +0.92% | 20,513.6 | ||
VEA | Vanguard FTSE Developed Markets ETF | 285,233 | 13,639.8 | -5.49% | 5.360 | -0.34% | 0.010 | +7.07% | +12.42% | 143,598.6 | ||
VTI | Vanguard Total Stock Market ETF | 37,755 | 10,941.8 | -11.20% | 4.300 | -0.52% | 0.000 | -7.02% | -4.39% | 463,199.9 | ||
VUG | Vanguard Growth ETF | 20,054 | 8,231.0 | -2.25% | 3.240 | -0.07% | 0.010 | -8.03% | -6.16% | 153,475.3 | ||
IEFA | iShares Core MSCI EAFE ETF | 21,203 | 1,490.2 | 0% | 0.590 | 0% | 0.000 | +7.76% | +13.43% | 134,760.4 |
Wind River Trust Co's Historical Top Holdings Breakdowns
Wind River Trust Co's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 2024-12-31 | Reduce | -0.52% | 280.04 ($291.95) 302.45 | $276.11 | -5.43% | Reduce -11.2% | 37,755 | -4,762 | |
VEA | Vanguard FTSE Developed Markets ETF | 2024-12-31 | Reduce | -0.34% | 47.57 ($50.18) 52.35 | $53.51 | 6.64% | Reduce -5.49% | 285,233 | -16,579 | |
VT | Vanguard Total World Stock ETF | 2024-12-31 | Reduce | -0.23% | 117.09 ($120.05) 123.07 | $118.21 | -1.53% | Reduce -0.68% | 741,137 | -5,038 | |
VUG | Vanguard Growth ETF | 2024-12-31 | Reduce | -0.07% | 379 ($403.46) 428.11 | $384.67 | -4.66% | Reduce -2.25% | 20,054 | -462 | |
ACWI | iShares MSCI ACWI Index Fund | 2024-12-31 | Reduce | -0.06% | 117.05 ($120.02) 123.12 | $118.58 | -1.20% | Reduce -1.02% | 121,474 | -1,248 | |
SPY | SPDR S&P 500 ETF Trust | 2024-12-31 | Reduce | -0.05% | 567.8 ($589.49) 607.81 | $561.15 | -4.81% | Reduce -0.48% | 51,273 | -245 | |
VEA | Vanguard FTSE Developed Markets ETF | 2024-09-30 | Reduce | -0.97% | 47.6 ($50.85) 53.31 | $53.51 | 5.23% | Reduce -13.8% | 301,812 | -48,331 | |
VTI | Vanguard Total Stock Market ETF | 2024-09-30 | Reduce | -0.24% | 255.18 ($272.76) 283.2 | $276.11 | 1.23% | Reduce -5.03% | 42,517 | -2,254 | |
VT | Vanguard Total World Stock ETF | 2024-09-30 | Add | +0.17% | 107.72 ($115) 119.96 | $118.21 | 2.79% | Add 0.5% | 746,175 | 3,719 | |
VTI | Vanguard Total Stock Market ETF | 2024-06-30 | Reduce | -4.26% | 245.23 ($258.82) 269.4 | $276.11 | 6.68% | Reduce -50.17% | 44,771 | -45,084 |
Wind River Trust Co Total Holding History ($B)
Wind River Trust Co's Asset Allocation
Wind River Trust Co Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Wind River Trust Co's Hypothetical Growth since 2024-12-31
Wind River Trust Co's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wind River Trust Co's Holdings Heat Map
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Wind River Trust Co's Holdings Bubble Chart
Wind River Trust Co News
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