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Ronald Blue Trust

Latest statistics and disclosures from Blue Trust's latest quarterly 13F-HR filing:

Top 5 stock holdings are IEF, ITOT, QUAL, VUSE, VBND, and represent 30.55% of Blue Trust's stock portfolio.
Added to shares of these 10 stocks: VCIT (+$36M), MTUM (+$27M), JMOM (+$27M), IEF (+$16M), VBND (+$16M), TPL (+$14M), AGG (+$6.7M), XLE (+$6.2M), IVE, IEFA.
Started 208 new stock positions in Canary Xrp Etf, BULL, AHCO, IBTA, AXSM, DJCO, SDCI, RAA, ULST, CSTM.
Reduced shares in these 10 stocks: VGK (-$64M), IUSV (-$57M), VGIT (-$47M), IPAC (-$36M), VGSH (-$25M), VIDI (-$8.8M), ITOT (-$8.2M), IUSG (-$7.6M), QUAL (-$7.2M), LLY.
Sold out of its positions in IDOG, ARKG, ARKF, ACAD, ADTN, AKRO, AVD, BATT, Angel Studios, ASPN.
Blue Trust was a net seller of stock by $-161M.
Blue Trust has $8.8B in assets under management (AUM), dropping by -0.65%.
Central Index Key (CIK): 0001856022

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Portfolio Holdings for Blue Trust

Blue Trust holds 2532 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Blue Trust has 2532 total positions. Only the first 250 positions are shown.

Sign up to view all of the Blue Trust Dec. 31, 2025 positions
Download the Blue Trust December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 7-10 Yr Trsy Bd (IEF)	6.7	$589M	+2%	6.1M	96.16	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	6.6	$581M		3.9M	148.69	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	6.1	$537M		2.7M	198.62	View chart
Etf Ser Solutions Vident Us Equity (VUSE)	6.0	$528M		8.0M	66.04	View chart
Etf Ser Solutions Vident Us Bond (VBND)	5.3	$470M	+3%	11M	44.17	View chart
Ishares Tr Core Msci Pac (IPAC)	5.2	$464M	-7%	6.3M	73.21	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	5.1	$455M	-11%	4.4M	102.54	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.2	$376M	-11%	6.3M	59.93	View chart
Etf Ser Solutions Vident Internati (VIDI)	3.8	$340M	-2%	10M	33.71	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	3.6	$319M	+9%	4.7M	68.15	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	3.5	$314M	-2%	1.9M	167.94	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	3.5	$313M	-16%	3.7M	83.61	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	3.5	$311M	+9%	1.2M	250.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$240M	+2%	2.4M	99.88	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.5	$218M	+19%	2.6M	83.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$198M		315k	627.13	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$166M		2.5M	67.22	View chart
Ishares Tr Mbs Etf (MBB)	1.4	$124M		1.3M	95.22	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.1	$97M	-3%	1.9M	49.84	View chart
Eli Lilly & Co. (LLY)	1.0	$92M	-4%	85k	1074.67	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	1.0	$89M		3.7M	23.96	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.0	$88M	-22%	1.5M	58.73	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.9	$75M	-4%	1.8M	42.99	View chart
Coca-Cola Company (KO)	0.7	$66M		939k	69.91	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.7	$60M		422k	141.49	View chart
Microsoft Corporation (MSFT)	0.6	$51M		105k	483.62	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$50M	-7%	237k	209.13	View chart
Apple (AAPL)	0.5	$47M	-2%	174k	271.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$42M		521k	81.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$39M	-3%	57k	684.94	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$36M	+4%	1.6M	23.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$31M	+3%	389k	78.81	View chart
Global Payments (GPN)	0.3	$30M	-9%	381k	77.40	View chart
NVIDIA Corporation (NVDA)	0.3	$27M	-3%	147k	186.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$23M	+23%	110k	212.07	View chart
Texas Pacific Land Corp (TPL)	0.3	$23M	+171%	79k	287.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$23M	-11%	488k	46.54	View chart
AFLAC Incorporated (AFL)	0.2	$22M	-3%	198k	110.27	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$20M	-7%	326k	60.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$18M	-5%	144k	123.27	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$17M	-3%	413k	41.09	View chart
Amazon (AMZN)	0.2	$16M		71k	230.82	View chart
JPMorgan Chase & Co. (JPM)	0.2	$15M	-4%	47k	322.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$15M		30k	502.65	View chart
Caterpillar (CAT)	0.2	$15M	+10%	26k	572.90	View chart
Johnson & Johnson (JNJ)	0.2	$14M		66k	206.95	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$14M	-7%	40k	342.80	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$14M	-19%	189k	71.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$13M	+16%	28k	473.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$13M		42k	313.01	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$13M	-9%	43k	303.89	View chart
Broadcom (AVGO)	0.1	$13M		38k	346.09	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$13M	+98%	279k	44.71	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$12M	+14%	57k	210.34	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$12M	-5%	131k	90.40	View chart
Exxon Mobil Corporation (XOM)	0.1	$12M	-3%	96k	120.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$11M	+5%	35k	313.80	View chart
Hca Holdings (HCA)	0.1	$11M	-10%	24k	467.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$11M		28k	396.31	View chart
Abbvie (ABBV)	0.1	$10M	-2%	46k	228.49	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$10M		15k	681.92	View chart
Procter & Gamble Company (PG)	0.1	$10M	-5%	70k	143.31	View chart
Meta Platforms Cl A (META)	0.1	$9.7M		15k	660.10	View chart
Home Depot (HD)	0.1	$9.5M	-2%	28k	344.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$8.9M	+3%	26k	335.27	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$8.8M	-13%	43k	204.85	View chart
Synovus Finl Corp Com New (SNV)	0.1	$8.5M	-2%	170k	50.05	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$8.4M	-2%	44k	191.00	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$8.3M	-11%	81k	101.67	View chart
Wal-Mart Stores (WMT)	0.1	$8.1M		73k	111.41	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$7.9M		109k	72.68	View chart
Southern Company (SO)	0.1	$7.6M	-2%	88k	87.22	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$7.5M	-2%	226k	33.30	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$7.3M	-6%	189k	38.56	View chart
Cbre Group Cl A (CBRE)	0.1	$7.1M	-4%	44k	160.79	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$6.7M	-3%	100k	67.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$6.6M		11k	614.33	View chart
Tesla Motors (TSLA)	0.1	$6.5M		14k	449.71	View chart
Costco Wholesale Corporation (COST)	0.1	$6.3M		7.3k	862.43	View chart
Chevron Corporation (CVX)	0.1	$6.2M	-3%	41k	152.41	View chart
International Business Machines (IBM)	0.1	$6.2M	-4%	21k	296.21	View chart
Honeywell International (HON)	0.1	$6.2M	-2%	32k	195.09	View chart
Etf Ser Solutions Us Diversified (PPTY)	0.1	$6.1M	-29%	204k	30.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$6.1M	+15%	82k	74.07	View chart
Oracle Corporation (ORCL)	0.1	$5.9M		31k	194.91	View chart
Pepsi (PEP)	0.1	$5.9M	-4%	41k	143.51	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$5.7M	+7%	294k	19.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$5.7M	+121%	63k	89.46	View chart
General Mills (GIS)	0.1	$5.6M		121k	46.50	View chart
Third Coast Bancshares (TCBX)	0.1	$5.6M		147k	38.01	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$5.5M	-9%	87k	63.18	View chart
3M Company (MMM)	0.1	$5.5M		34k	160.09	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$5.5M	+5%	98k	55.80	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$5.4M	-5%	20k	268.29	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$5.3M		154k	34.21	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$5.2M	-9%	98k	52.77	View chart
Merck & Co (MRK)	0.1	$5.1M	-2%	49k	105.26	View chart
Hillenbrand (HI)	0.1	$5.1M	-3%	161k	31.65	View chart
Church & Dwight (CHD)	0.1	$5.1M	-13%	60k	83.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$4.9M		61k	79.73	View chart
Truist Financial Corp equities (TFC)	0.1	$4.9M	+150%	99k	49.21	View chart
McDonald's Corporation (MCD)	0.1	$4.8M	-5%	16k	305.61	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$4.7M	-6%	9.7k	487.88	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.1	$4.7M	+26%	163k	29.04	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$4.6M	-9%	92k	50.01	View chart
Visa Com Cl A (V)	0.1	$4.6M		13k	350.71	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$4.5M		6.00	754800.00	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$4.4M	-25%	57k	76.92	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$4.3M	+4%	41k	107.11	View chart
Philip Morris International (PM)	0.0	$4.3M	-4%	27k	160.39	View chart
Duke Energy Corp Com New (DUK)	0.0	$4.3M		37k	117.21	View chart
McKesson Corporation (MCK)	0.0	$4.3M	-11%	5.2k	820.27	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$4.3M		112k	38.03	View chart
Abbott Laboratories (ABT)	0.0	$4.1M	-4%	33k	125.29	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$4.0M	+3%	62k	64.42	View chart
Lockheed Martin Corporation (LMT)	0.0	$4.0M		8.2k	483.64	View chart
Mastercard Incorporated Cl A (MA)	0.0	$4.0M		6.9k	570.86	View chart
Bank of America Corporation (BAC)	0.0	$4.0M	-4%	72k	55.00	View chart
Raytheon Technologies Corp (RTX)	0.0	$3.9M	-12%	21k	183.40	View chart
Palantir Technologies Cl A (PLTR)	0.0	$3.9M	+4%	22k	177.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$3.9M	+87%	18k	219.78	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$3.8M		71k	53.88	View chart
Applovin Corp Com Cl A (APP)	0.0	$3.8M	+5%	5.6k	673.82	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.0	$3.6M	+9%	73k	49.86	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$3.6M	-7%	17k	214.69	View chart
Eaton Corp SHS (ETN)	0.0	$3.5M	-15%	11k	318.53	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$3.5M	+2%	108k	32.57	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$3.5M		50k	69.67	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$3.5M	-15%	74k	47.08	View chart
Wells Fargo & Company (WFC)	0.0	$3.4M	-4%	37k	93.20	View chart
Applied Industrial Technologies (AIT)	0.0	$3.4M		13k	256.77	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$3.4M		23k	148.98	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$3.4M	+541%	32k	105.00	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$3.3M	+4%	105k	31.66	View chart
Ge Aerospace Com New (GE)	0.0	$3.3M	-5%	11k	308.01	View chart
Servisfirst Bancshares (SFBS)	0.0	$3.3M		46k	71.79	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$3.2M		64k	50.86	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$3.2M	+6%	96k	32.89	View chart
Linde SHS (LIN)	0.0	$3.1M	-9%	7.4k	426.39	View chart
Darden Restaurants (DRI)	0.0	$3.1M		17k	184.02	View chart
Nextera Energy (NEE)	0.0	$3.1M	-12%	38k	80.28	View chart
Enterprise Products Partners (EPD)	0.0	$3.0M	+2%	95k	32.06	View chart
Marsh & McLennan Companies (MMC)	0.0	$3.0M	-6%	16k	185.50	View chart
Lam Research Corp Com New (LRCX)	0.0	$3.0M		18k	171.17	View chart
Cisco Systems (CSCO)	0.0	$3.0M	-3%	39k	77.03	View chart
Goldman Sachs (GS)	0.0	$3.0M	+6%	3.4k	878.56	View chart
Applied Materials (AMAT)	0.0	$3.0M	+43%	12k	257.00	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$2.9M	-2%	54k	54.71	View chart
Pfizer (PFE)	0.0	$2.9M	-2%	117k	24.91	View chart
Intuitive Surgical Com New (ISRG)	0.0	$2.9M	+8%	5.1k	566.36	View chart
Hdfc Bank Sponsored Ads (HDB)	0.0	$2.8M		78k	36.54	View chart
Micron Technology (MU)	0.0	$2.8M	-6%	9.9k	285.41	View chart
Netflix (NFLX)	0.0	$2.8M	+999%	30k	93.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$2.8M	+16%	44k	62.47	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$2.7M		93k	29.36	View chart
salesforce (CRM)	0.0	$2.7M	+3%	10k	264.91	View chart
Stryker Corporation (SYK)	0.0	$2.7M		7.6k	351.47	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$2.7M		35k	76.23	View chart
American Express Company (AXP)	0.0	$2.6M	-10%	7.1k	370.04	View chart
Lowe's Companies (LOW)	0.0	$2.6M		11k	241.25	View chart
Rbc Cad (RY)	0.0	$2.6M		15k	170.49	View chart
TJX Companies (TJX)	0.0	$2.6M	-3%	17k	153.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$2.6M	+3%	48k	53.76	View chart
Morgan Stanley Com New (MS)	0.0	$2.5M	-5%	14k	177.52	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$2.5M		7.9k	323.01	View chart
Elevation Series Trust Sovereigns Capit (SOVF)	0.0	$2.5M	+7%	87k	29.18	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$2.5M	+43%	14k	181.21	View chart
Texas Instruments Incorporated (TXN)	0.0	$2.5M	-12%	15k	173.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$2.5M	+7%	9.7k	257.95	View chart
Amphenol Corp Cl A (APH)	0.0	$2.5M		18k	135.16	View chart
Danaher Corporation (DHR)	0.0	$2.4M	-17%	11k	228.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$2.4M	+2%	8.3k	290.21	View chart
Union Pacific Corporation (UNP)	0.0	$2.4M	-15%	11k	231.32	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$2.4M	-6%	16k	146.60	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$2.4M	+9%	73k	32.94	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$2.4M	-11%	27k	88.49	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.0	$2.3M	+58398%	31k	74.94	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$2.3M	+3%	61k	38.00	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$2.3M		49k	47.02	View chart
Norfolk Southern (NSC)	0.0	$2.3M	-12%	7.8k	288.70	View chart
At&t (T)	0.0	$2.2M	-2%	90k	24.84	View chart
Prologis (PLD)	0.0	$2.2M		17k	127.65	View chart
UnitedHealth (UNH)	0.0	$2.2M	-11%	6.5k	330.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$2.2M	+50%	18k	120.18	View chart
Barrick Mng Corp Com Shs (B)	0.0	$2.1M	-9%	48k	43.55	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$2.1M	+3%	45k	46.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$2.1M	+18%	22k	96.03	View chart
Charter Communications Inc N Cl A (CHTR)	0.0	$2.1M		9.9k	208.75	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$2.0M	-25%	20k	100.38	View chart
Boeing Company (BA)	0.0	$2.0M		9.3k	217.09	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$2.0M	+89%	35k	57.24	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$2.0M	-12%	37k	53.83	View chart
ConocoPhillips (COP)	0.0	$2.0M		21k	93.60	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.9M	-2%	2.6k	753.78	View chart
Atmos Energy Corporation (ATO)	0.0	$1.9M		12k	167.63	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$1.9M	+4%	4.6k	412.77	View chart
Spdr Series Trust State Street Spd (BILS)	0.0	$1.9M		19k	99.22	View chart
Illinois Tool Works (ITW)	0.0	$1.9M	-5%	7.6k	246.30	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.0	$1.8M	+141%	127k	14.54	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$1.8M	+2%	33k	56.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.8M	+74%	7.5k	246.16	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$1.8M	-11%	9.2k	199.67	View chart
Ge Vernova (GEV)	0.0	$1.8M	+12%	2.8k	653.75	View chart
Atlantic Union B (AUB)	0.0	$1.8M	-10%	50k	35.30	View chart
Marriott Intl Cl A (MAR)	0.0	$1.8M	-5%	5.7k	310.24	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$1.7M	+45%	38k	45.45	View chart
Newmont Mining Corporation (NEM)	0.0	$1.7M	-12%	17k	99.85	View chart
Wec Energy Group (WEC)	0.0	$1.7M	-7%	16k	105.46	View chart
Corning Incorporated (GLW)	0.0	$1.7M	-5%	19k	87.56	View chart
Anthem (ELV)	0.0	$1.7M	-2%	4.8k	350.55	View chart
Cincinnati Financial Corporation (CINF)	0.0	$1.7M		10k	163.32	View chart
Shell Spon Ads (SHEL)	0.0	$1.7M		23k	73.48	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$1.7M	-11%	17k	96.28	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$1.7M	-5%	18k	91.93	View chart
Deere & Company (DE)	0.0	$1.6M	-2%	3.5k	465.57	View chart
Verizon Communications (VZ)	0.0	$1.6M	-10%	40k	40.73	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.0	$1.6M		35k	45.69	View chart
Walt Disney Company (DIS)	0.0	$1.6M	+6%	14k	113.77	View chart
Icici Bank Adr (IBN)	0.0	$1.6M		53k	29.80	View chart
Shinhan Financial Group Co L Spn Adr Restrd (SHG)	0.0	$1.6M	-6%	30k	53.63	View chart
Advanced Micro Devices (AMD)	0.0	$1.6M	-21%	7.3k	214.18	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$1.6M	+19%	7.5k	205.60	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$1.5M	-4%	7.2k	211.79	View chart
Vanguard World Energy Etf (VDE)	0.0	$1.5M	+6%	12k	125.92	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.0	$1.5M	+27%	22k	68.57	View chart
Waste Management (WM)	0.0	$1.5M	+5%	6.6k	219.72	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$1.4M		29k	50.59	View chart
Affiliated Managers (AMG)	0.0	$1.4M	+4%	5.0k	288.27	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$1.4M	-11%	19k	75.44	View chart
Kla Corp Com New (KLAC)	0.0	$1.4M	+8%	1.2k	1215.00	View chart
Travelers Companies (TRV)	0.0	$1.4M		4.9k	290.06	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$1.4M		62k	23.02	View chart
Analog Devices (ADI)	0.0	$1.4M	-4%	5.2k	271.20	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$1.4M	+2%	28k	50.29	View chart
S&p Global (SPGI)	0.0	$1.3M	-3%	2.6k	522.50	View chart
Adobe Systems Incorporated (ADBE)	0.0	$1.3M	+29%	3.8k	350.03	View chart
L3harris Technologies (LHX)	0.0	$1.3M	-2%	4.6k	293.54	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.0	$1.3M	-16%	82k	16.10	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$1.3M	+3%	1.2k	1069.93	View chart
Qualcomm (QCOM)	0.0	$1.3M	-3%	7.7k	171.04	View chart
CSX Corporation (CSX)	0.0	$1.3M		36k	36.25	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$1.3M	+21%	16k	80.03	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.3M	-3%	13k	99.93	View chart
Woodward Governor Company (WWD)	0.0	$1.3M	-3%	4.2k	302.32	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$1.3M		27k	45.80	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$1.2M	+9%	18k	68.36	View chart
Servicenow (NOW)	0.0	$1.2M	+372%	8.1k	153.20	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$1.2M	-3%	17k	69.40	View chart
Barclays Adr (BCS)	0.0	$1.2M	-15%	47k	25.45	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.0	$1.2M	-7%	7.3k	161.63	View chart

Past Filings by Blue Trust

SEC 13F filings are viewable for Blue Trust going back to 2022

Blue Trust 2025 Q4 filed Jan. 16, 2026
Blue Trust 2025 Q3 filed Oct. 16, 2025
Blue Trust 2025 Q2 filed July 24, 2025
Blue Trust 2025 Q1 filed April 21, 2025
Blue Trust 2024 Q4 restated filed Jan. 30, 2025
Blue Trust 2024 Q4 filed Jan. 22, 2025
Blue Trust 2024 Q3 filed Oct. 17, 2024
Blue Trust 2024 Q2 filed July 18, 2024
Blue Trust 2024 Q1 filed May 1, 2024
Blue Trust 2023 Q4 filed Jan. 18, 2024
Ronald Blue Trust 2023 Q3 filed Oct. 11, 2023
Ronald Blue Trust 2023 Q2 filed July 14, 2023
Ronald Blue Trust 2023 Q1 filed April 17, 2023
Ronald Blue Trust 2022 Q4 filed Jan. 17, 2023
Ronald Blue Trust 2022 Q3 filed Oct. 21, 2022
Ronald Blue Trust 2022 Q2 filed Aug. 9, 2022

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