The Analysis of Trust Co of Tennessee's Holdings & P&L

Currently, Trust Co of Tennessee holds 8 types of securities in its portfolio with a total value $537.0M. In the most recent quarter, they have increased their positions in N/A (+193.7K shares, valued at $37.2M), USRT (+127.2K shares, valued at $7.5M), IWB (+10.7K shares, valued at $3.8M); decreased their positions in VUG (-7.3K shares, valued at $3.2M), VTV (-7.3K shares, valued at $1.4M), IVV (-493 shares, valued at $322.0K); initiated new positions in IWB (+10.7K shares, valued at $3.8M).

1M P&L

+13.2M+4.47%

3M P&L

-511.2M-62.31%

HY P&L

-510.9M-62.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A273.2M

100.0%

Top Industries by Stock Count

1N/A6 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Invesco S&P 500 Equal Weight ET Invesco S&P 500 Equal Weight ET991.5K shares24.28%2026-03-312026-04-09

VUG Vanguard Growth Vipers ETF228.4K shares-3.09%2026-03-312026-04-09

VTV Vanguard Value Vipers ETF474.0K shares-1.52%2026-03-312026-04-09

Vanguard Index Fd S&P 500 ETF Vanguard Index Fd S&P 500 ETF123.1K shares0.96%2026-03-312026-04-09

USRT IShares Core US REIT ETF1.2M shares11.49%2026-03-312026-04-09

IWB Ishares Russell 1000 Index Fund10.7K sharesnew addition2026-03-312026-04-09

IVV Ishares Core S&P 500 ETF3.5K shares-12.43%2026-03-312026-04-09

SPY SPDR S&P 500 ETF2.0K shares0.00%2026-03-312026-04-09