Whittier Trust

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

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Portfolio Holdings for Whittier Trust

Whittier Trust holds 1505 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Whittier Trust has 1505 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Computer Us Large-cap Equities (AAPL) 5.2 $320M 1.7M 192.53
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Microsoft Corp Us Large-cap Equities (MSFT) 5.1 $312M 829k 376.03
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SPDR TR S&P 500 Etf Equity (SPY) 3.6 $220M 462k 475.30
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Ishares S&p 500 Index Etf Equity (IVV) 3.2 $199M 416k 477.63
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Nvidia Corp Us Large-cap Equities (NVDA) 3.2 $195M 394k 495.21
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Alphabet Inc Cl C Us Large-cap Equities (GOOG) 3.0 $185M 1.3M 140.93
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Amazon Us Large-cap Equities (AMZN) 2.5 $154M 1.0M 151.94
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Berkshire Hathaway Inc Del Cl A Us Large-cap Equities (BRK.A) 2.3 $139M 256.00 542625.02
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Visa Inc Com Cl A Us Large-cap Equities (V) 1.9 $115M 442k 260.34
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J P Morgan Chase & Co Us Large-cap Equities (JPM) 1.7 $107M 627k 170.10
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Ishares S&p Midcap 400 Index Etf Equity (IJH) 1.4 $87M -15% 315k 277.14
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Midcap Spdr Tr Unit Ser 1 Etf Equity (MDY) 1.2 $72M -2% 142k 507.38
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Broadcom Us Large-cap Equities (AVGO) 1.1 $69M +2% 62k 1116.24
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Berkshire Hathaway Inc Del Cl B Us Large-cap Equities (BRK.B) 1.1 $68M 190k 356.65
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Vanguard Ftse Developed Markets Etf Equity (VEA) 1.1 $65M -7% 1.4M 47.90
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Applied Matls Us Large-cap Equities (AMAT) 1.0 $63M -4% 386k 162.07
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Meta Platforms Inc Cl A Us Large-cap Equities (META) 1.0 $62M 175k 353.95
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Ishares S&p Small Cap 600 Etf Equity (IJR) 1.0 $60M -19% 556k 108.25
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Johnson & Johnson Us Large-cap Equities (JNJ) 0.9 $58M 370k 156.74
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Eaton Corp Us Large-cap Equities (ETN) 0.9 $57M 237k 240.82
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Chevron Corp Us Large-cap Equities (CVX) 0.9 $56M 374k 149.16
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Honeywell Intl Us Large-cap Equities (HON) 0.9 $56M 265k 209.71
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Ishares Russell 2000 Index Etf Equity (IWM) 0.9 $53M -6% 263k 200.71
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Tjx Cos Us Large-cap Equities (TJX) 0.8 $51M 548k 93.81
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Linde Non-us Equity (developed) (LIN) 0.8 $51M 124k 410.70
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Merck & Co Us Large-cap Equities (MRK) 0.8 $49M 448k 109.02
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Unitedhealth Group Us Large-cap Equities (UNH) 0.8 $46M 88k 526.46
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Vanguard Emerging Market Equity Etf Etf Equity (VWO) 0.7 $46M +15% 1.1M 41.09
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Ishares Russell 2000 Value Etf Equity (IWN) 0.7 $46M +2% 297k 155.33
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Chipotle Mexican Grill Us Mid-cap Equities (CMG) 0.7 $45M 20k 2286.93
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Thermo Fisher Scientific Inccom Us Large-cap Equities (TMO) 0.7 $45M 84k 530.77
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Elevance Health Us Large-cap Equities (ELV) 0.7 $44M 92k 471.54
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Abbott Labs Us Large-cap Equities (ABT) 0.7 $41M 372k 110.07
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Pepsico Us Large-cap Equities (PEP) 0.7 $41M 240k 169.84
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Ishares Inc Core Msci Emkt Etf Equity (IEMG) 0.6 $40M -19% 792k 50.58
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Norfolk Southern Corp Us Large-cap Equities (NSC) 0.6 $39M 167k 236.38
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Blackstone Us Large-cap Equities (BX) 0.6 $39M 297k 130.92
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Procter & Gamble Us Large-cap Equities (PG) 0.6 $39M 265k 146.54
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Costco Whsl Corp Us Large-cap Equities (COST) 0.6 $38M 57k 660.07
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Nike Inc Cl B Us Large-cap Equities (NKE) 0.6 $37M 343k 108.57
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Alphabet Inc Cl A Us Large-cap Equities (GOOGL) 0.6 $35M +2% 252k 139.69
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Accenture Plc Ireland Shs Class A Us Large-cap Equities (ACN) 0.6 $34M 98k 350.90
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Tesla Mtrs Us Large-cap Equities (TSLA) 0.5 $32M +2% 129k 248.48
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Servicenow Us Large-cap Equities (NOW) 0.5 $31M 45k 706.47
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Raytheon Technologies Corp Us Large-cap Equities (RTX) 0.5 $31M 369k 84.14
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Adobe Sys Us Large-cap Equities (ADBE) 0.5 $30M 50k 596.58
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United Rentals Us Mid-cap Equities (URI) 0.5 $29M 51k 573.40
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Lilly Eli & Co Us Large-cap Equities (LLY) 0.5 $29M -17% 50k 582.91
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Disney Walt Co Com Disney Us Large-cap Equities (DIS) 0.5 $28M -4% 315k 90.29
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Ishares Tr Core Msci Eafe Etf Equity (IEFA) 0.4 $28M +2% 393k 70.35
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Marsh & Mclennan Cos Us Large-cap Equities (MMC) 0.4 $28M 145k 189.47
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Danaher Corp Del Us Large-cap Equities (DHR) 0.4 $28M 119k 231.34
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Salesforce Us Large-cap Equities (CRM) 0.4 $27M +4% 104k 263.13
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Goldman Sachs Group Us Large-cap Equities (GS) 0.4 $27M 70k 385.76
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Abbvie Us Large-cap Equities (ABBV) 0.4 $27M 172k 154.97
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Home Depot Us Large-cap Equities (HD) 0.4 $26M 75k 346.54
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Eog Res Us Large-cap Equities (EOG) 0.4 $26M +2% 211k 120.95
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Sun Communities Reit's (SUI) 0.4 $25M +3% 190k 133.65
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Asml Holding N V N Y Registry Non-us Equity (developed) (ASML) 0.4 $25M +2% 33k 756.90
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S&p Global Us Large-cap Equities (SPGI) 0.4 $25M 57k 440.50
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Spdr Series Trust S&p Biotech Etf Equity (XBI) 0.4 $25M 278k 89.29
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Mcdonalds Corp Us Large-cap Equities (MCD) 0.4 $24M 81k 296.51
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Vanguard Index Fds Mid Cap Etf Etf Equity (VO) 0.4 $24M 103k 232.64
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Ishares Tr Russell 1000 Etf Equity (IWB) 0.4 $24M -2% 91k 262.26
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Coinbase Global Inc Com Cl A Us Large-cap Equities (COIN) 0.4 $24M +40% 137k 173.92
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Valero Energy Corp Us Large-cap Equities (VLO) 0.4 $24M 181k 130.00
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Intuit Us Large-cap Equities (INTU) 0.4 $23M 37k 625.01
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Fortive Corp Us Large-cap Equities (FTV) 0.4 $23M 311k 73.63
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Monolithic Pwr Sys Us Small-cap Equities (MPWR) 0.4 $23M -7% 36k 630.77
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Philip Morris Intl Us Large-cap Equities (PM) 0.4 $22M 236k 94.08
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Mondelez Intl Inc Cl A Us Large-cap Equities (MDLZ) 0.3 $21M 295k 72.43
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Copart Us Mid-cap Equities (CPRT) 0.3 $21M 421k 49.00
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Vgrd Ftse All World Etf Etf Equity (VEU) 0.3 $21M 365k 56.13
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Blackrock Inc Cl A Us Large-cap Equities (BLK) 0.3 $20M 25k 811.77
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Advanced Micro Devices Us Mid-cap Equities (AMD) 0.3 $20M +3% 138k 147.41
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Pimco Etf Tr Enhan Shrt Mat Fixed Income Taxable (MINT) 0.3 $20M -4% 198k 99.79
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Iqvia Hldgs Us Large-cap Equities (IQV) 0.3 $20M 85k 231.37
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Builders Firstsource Us Small-cap Equities (BLDR) 0.3 $18M +2% 110k 166.94
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O Reilly Automotive Us Large-cap Equities (ORLY) 0.3 $18M +6% 19k 950.06
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Comcast Corp Us Large-cap Equities (CMCSA) 0.3 $18M 402k 43.84
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Wal Mart Stores Us Large-cap Equities (WMT) 0.3 $17M 110k 157.65
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Simpson Manufacturing Co Inccom Us Small-cap Equities (SSD) 0.3 $17M +2% 86k 197.98
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Lowe's Cos Us Large-cap Equities (LOW) 0.3 $17M 76k 222.55
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Airbnb Inc Com Cl A Us Large-cap Equities (ABNB) 0.3 $17M 123k 136.14
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Rbc Bearings Us Small-cap Equities (RBC) 0.3 $17M +2% 58k 284.88
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Old Dominion Fght Lines Us Mid-cap Equities (ODFL) 0.3 $17M 41k 405.32
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East West Bancorp Us Mid-cap Equities (EWBC) 0.3 $16M +13% 222k 71.95
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Schwab Charles Corp Us Large-cap Equities (SCHW) 0.3 $16M -6% 226k 68.79
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Caterpillar Inc Del Us Large-cap Equities (CAT) 0.2 $15M 52k 295.66
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Oracle Corp Us Large-cap Equities (ORCL) 0.2 $15M 145k 105.43
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Boeing Us Large-cap Equities (BA) 0.2 $15M 57k 260.65
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Invesco Qqq Tr Unit Ser 1 Etf Equity (QQQ) 0.2 $15M +5% 36k 409.51
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Sherwin Williams Us Large-cap Equities (SHW) 0.2 $14M -4% 45k 311.89
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Exxon Mobil Corp Us Large-cap Equities (XOM) 0.2 $14M 139k 99.98
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American Express Us Large-cap Equities (AXP) 0.2 $14M 74k 187.34
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Graco Us Mid-cap Equities (GGG) 0.2 $14M +2% 157k 86.76
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Pfizer Us Large-cap Equities (PFE) 0.2 $14M -8% 473k 28.79
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Pnc Finl Svcs Group Us Large-cap Equities (PNC) 0.2 $14M +732% 88k 154.85
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Fair Isaac & Co Us Small-cap Equities (FICO) 0.2 $14M -13% 12k 1164.01
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Unity Software Us Large-cap Equities (U) 0.2 $14M 330k 40.88
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Mastercard Inc Cl A Us Large-cap Equities (MA) 0.2 $13M 31k 426.51
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Vanguard Index Fds Small Cp Etf Etf Equity (VB) 0.2 $13M -7% 62k 213.33
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West Pharmaceutical Svsc Inccom Us Mid-cap Equities (WST) 0.2 $13M +2% 37k 352.11
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Teledyne Technologies Us Small-cap Equities (TDY) 0.2 $13M +2% 29k 446.27
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Ishares Msci Eafe Index Fund Etf Equity (EFA) 0.2 $13M 171k 75.35
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Motorola Solutions Us Mid-cap Equities (MSI) 0.2 $13M +5% 40k 313.07
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Cme Group Us Large-cap Equities (CME) 0.2 $12M 59k 210.59
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Boston Properties Reit's (BXP) 0.2 $12M +345% 177k 70.17
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Topbuild Corp Us Small-cap Equities (BLD) 0.2 $12M +2% 33k 374.25
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Cvs Corp Us Large-cap Equities (CVS) 0.2 $12M 152k 78.96
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Ishares Russell Midcap Index Etf Equity (IWR) 0.2 $12M 155k 77.72
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Amphenol Corp New Cl A Us Large-cap Equities (APH) 0.2 $12M 121k 99.13
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Coca Cola Us Large-cap Equities (KO) 0.2 $12M 202k 58.93
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Aes Corp Us Mid-cap Equities (AES) 0.2 $12M 614k 19.25
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Vanguard Dividend Appreciation Etf Etf Equity (VIG) 0.2 $12M 69k 170.40
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American Tower Corp Reit's (AMT) 0.2 $12M -37% 54k 215.87
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Travelers Companies Us Large-cap Equities (TRV) 0.2 $12M 61k 190.49
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Brown & Brown Us Mid-cap Equities (BRO) 0.2 $12M +12% 162k 71.11
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Constellation Brands Us Large-cap Equities (STZ) 0.2 $12M 48k 241.75
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Curtiss Wright Corp Us Small-cap Equities (CW) 0.2 $12M +2% 52k 222.79
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Cisco Sys Us Large-cap Equities (CSCO) 0.2 $11M -31% 226k 50.52
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Ecolab Us Large-cap Equities (ECL) 0.2 $11M +1232% 57k 198.35
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Amgen Us Large-cap Equities (AMGN) 0.2 $11M +4% 39k 288.01
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Eagle Materials Us Small-cap Equities (EXP) 0.2 $11M +2% 55k 202.84
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Mongodb Inc Cl A Us Mid-cap Equities (MDB) 0.2 $11M -15% 27k 408.83
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Vanguard Interm Corp Fixed Income Taxable (VCIT) 0.2 $11M -27% 135k 81.28
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Illinois Tool Wks Us Large-cap Equities (ITW) 0.2 $11M -3% 40k 261.94
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Steris Plc Shs Usd Us Mid-cap Equities (STE) 0.2 $10M +2% 47k 219.85
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Ollies Bargain Outlt Hldgs Icom Us Small-cap Equities (OLLI) 0.2 $10M +2% 134k 75.88
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Rli Corp Us Small-cap Equities (RLI) 0.2 $10M +2% 77k 133.12
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Kinder Morgan Inc Del Us Large-cap Equities (KMI) 0.2 $10M 566k 17.63
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Emerson Elec Us Large-cap Equities (EMR) 0.2 $9.9M -6% 102k 97.33
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Vanguard Shrt-term Corp Fixed Income Taxable (VCSH) 0.2 $9.9M -23% 127k 77.37
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Simon Ppty Group Reit's (SPG) 0.2 $9.8M +3% 69k 142.64
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Deere & Co Us Large-cap Equities (DE) 0.2 $9.6M 24k 399.86
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Lauder Estee Cos Inc Cl A Us Large-cap Equities (EL) 0.2 $9.6M -3% 66k 146.24
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Alexandria Real Estate Eq Incom Reit's (ARE) 0.2 $9.6M +35% 75k 126.77
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Ishares Russell 1000 Growth Etf Equity (IWF) 0.2 $9.5M +7% 31k 303.16
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Invitation Homes Us Mid-cap Equities (INVH) 0.2 $9.4M +6% 277k 34.11
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Eqt Corp Us Mid-cap Equities (EQT) 0.2 $9.4M +2% 242k 38.65
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American Wtr Wks Us Mid-cap Equities (AWK) 0.1 $9.2M 70k 131.99
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WD-40 Us Small-cap Equities (WDFC) 0.1 $9.1M +2% 38k 239.07
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Bancorp Inc Del Us Small-cap Equities (TBBK) 0.1 $9.1M +89% 236k 38.56
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Diamonds Tr Unit Ser 1 Etf Equity (DIA) 0.1 $8.8M -8% 23k 376.86
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Ishares Non-us Stocks Etf Equity (ACWX) 0.1 $8.8M +3% 173k 51.04
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Ishares Lehman Aggregate Bonds Etf Fixed Income (AGG) 0.1 $8.7M -7% 87k 99.25
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Texas Instrs Us Large-cap Equities (TXN) 0.1 $8.7M -8% 51k 170.46
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Vanguard Whitehall Fds Inc High Div Yld Etf Equity (VYM) 0.1 $8.4M -4% 75k 111.63
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Starbucks Corp Us Large-cap Equities (SBUX) 0.1 $8.3M -6% 86k 96.01
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Verizon Communications Us Large-cap Equities (VZ) 0.1 $8.1M -12% 215k 37.70
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Brown-forman Corp Us Large-cap Equities (BF.B) 0.1 $7.9M 139k 57.09
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Schwab Strategic Tr Us Sml Cap Etf Etf Equity (SCHA) 0.1 $7.9M +566% 168k 47.24
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Union Pac Corp Us Large-cap Equities (UNP) 0.1 $7.9M 32k 245.62
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Factset Resh Sys Us Mid-cap Equities (FDS) 0.1 $7.9M +2% 17k 477.03
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Graphic Packaging Hldg Us Small-cap Equities (GPK) 0.1 $7.5M +2% 306k 24.64
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Spdr Msci Acwi X U.s. Etf Equity (CWI) 0.1 $7.5M -3% 276k 27.04
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International Business Machscom Us Large-cap Equities (IBM) 0.1 $7.4M 45k 163.55
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Boot Barn Hldgs Us Mid-cap Equities (BOOT) 0.1 $7.3M +2% 96k 76.76
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Spdr Ser Tr S&p Divid Etf Etf Equity (SDY) 0.1 $7.3M -5% 58k 124.97
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Vanguard Index Fds Large Cap Etf Etf Equity (VV) 0.1 $7.2M +38% 33k 218.15
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Vanguard Index Fds S&p 500 Etf Etf Equity (VOO) 0.1 $7.0M 16k 436.79
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Mckesson Corp Us Large-cap Equities (MCK) 0.1 $6.9M 15k 462.97
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Intel Corp Us Large-cap Equities (INTC) 0.1 $6.8M 136k 50.25
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Houlihan Lokey Inc Cl A Us Small-cap Equities (HLI) 0.1 $6.7M +2% 56k 119.91
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Prologis Reit's (PLD) 0.1 $6.6M +6% 50k 133.30
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Bonanza Creek Energy Us Small-cap Equities (CIVI) 0.1 $6.6M +3% 96k 68.38
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Dominos Pizza Us Mid-cap Equities (DPZ) 0.1 $6.5M +2% 16k 412.21
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Hyatt Hotels Corp Com Cl A Us Mid-cap Equities (H) 0.1 $6.5M +2% 50k 130.41
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American Elec Pwr Us Large-cap Equities (AEP) 0.1 $6.5M -10% 79k 81.22
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Caseys Gen Stores Us Small-cap Equities (CASY) 0.1 $6.4M +2% 23k 274.72
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Ishares Russell 2000 Growth Etf Equity (IWO) 0.1 $6.3M -12% 25k 252.22
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Ishares Russell 1000 Value Etf Equity (IWD) 0.1 $6.1M +4% 37k 165.25
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Datadog Inc Cl A Us Large-cap Equities (DDOG) 0.1 $6.1M 50k 121.38
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Otter Tail Corp Us Small-cap Equities (OTTR) 0.1 $6.1M +3% 71k 84.97
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Roblox Corp Cl A Us Large-cap Equities (RBLX) 0.1 $6.1M +8% 133k 45.72
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Wingstop Us Small-cap Equities (WING) 0.1 $6.0M +2% 23k 256.56
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Schwab Strategic Tr Us Mid-cap Etf Etf Equity (SCHM) 0.1 $6.0M +1063% 80k 75.31
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Automatic Data Processing Income Us Large-cap Equities (ADP) 0.1 $6.0M -6% 26k 232.97
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Dimensional Etf Trust Us Small Cap Etf Etf Equity (DFAS) 0.1 $5.8M 98k 59.61
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Pool Corporation Us Small-cap Equities (POOL) 0.1 $5.8M +2% 15k 398.69
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Vanguard Index Fds Reit Etf Etf Reit (VNQ) 0.1 $5.7M -28% 65k 88.36
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United Parcel Service Inc Cl B Us Large-cap Equities (UPS) 0.1 $5.7M 36k 157.23
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Target Corp Us Large-cap Equities (TGT) 0.1 $5.7M -2% 40k 142.42
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Dollar Gen Corp Us Large-cap Equities (DG) 0.1 $5.7M +2% 42k 135.95
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Teradyne Us Mid-cap Equities (TER) 0.1 $5.5M +2% 51k 108.52
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Guidewire Software Us Small-cap Equities (GWRE) 0.1 $5.4M +2% 50k 109.04
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Ge Healthcare Technologies I Us Large-cap Equities (GEHC) 0.1 $5.4M +2997% 70k 77.31
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Qualcomm Us Large-cap Equities (QCOM) 0.1 $5.4M -3% 37k 144.63
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Ishares Short-term Corporatebond Etf Etf Fixed Income (IGSB) 0.1 $5.4M -37% 105k 51.27
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Ishares Tr Russell 3000 Etf Equity (IWV) 0.1 $5.4M -7% 20k 273.73
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National Storage Affiliates Com Shs Ben In Us Mid-cap Equities (NSA) 0.1 $5.3M +3949% 127k 41.47
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Ishares Msci Emerging Mkts Etf Equity (EEM) 0.1 $5.1M -4% 127k 40.20
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Wells Fargo & Co Us Large-cap Equities (WFC) 0.1 $5.1M -13% 103k 49.22
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Five Below Us Small-cap Equities (FIVE) 0.1 $5.1M +72% 24k 213.15
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Interpublic Group Cos Us Mid-cap Equities (IPG) 0.1 $5.0M +3% 154k 32.63
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Lam Research Corp Us Large-cap Equities (LRCX) 0.1 $4.9M +3% 6.3k 783.26
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Vanguard Short-term Treasury Etf Fixed Income Taxable (VGSH) 0.1 $4.9M -8% 84k 58.33
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Vanguard Bd Index Fd Inc Short Trm Bond Etf Fixed Income (BSV) 0.1 $4.9M +38% 64k 77.02
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Novartis A G Non-us Equity (developed) (NVS) 0.1 $4.8M 48k 100.97
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Sector Spdr Tr Technology Etf Equity (XLK) 0.1 $4.8M -54% 25k 192.48
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Brunswick Corp Us Mid-cap Equities (BC) 0.1 $4.8M +61277% 49k 96.75
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Bjs Whsl Club Hldgs Us Small-cap Equities (BJ) 0.1 $4.5M -33% 68k 66.65
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Ishares Tr Intrm Gov Cr Etf Fixed Income Taxable (GVI) 0.1 $4.5M -4% 43k 104.76
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Altria Group Us Large-cap Equities (MO) 0.1 $4.4M +2% 110k 40.34
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Progress Software Corp Us Small-cap Equities (PRGS) 0.1 $4.4M +2% 81k 54.29
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Renaissancere Hldgs Us Mid-cap Equities (RNR) 0.1 $4.3M +43% 22k 196.00
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Vanguard Index Fds Sm Cp Val Etf Etf Equity (VBR) 0.1 $4.2M -3% 24k 179.97
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Rpm International Us Mid-cap Equities (RPM) 0.1 $4.2M +2% 38k 111.63
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Hf Sinclair Corp Us Mid-cap Equities (DINO) 0.1 $4.2M +2% 75k 55.56
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Avantor Us Mid-cap Equities (AVTR) 0.1 $4.2M +2% 183k 22.82
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Dimensional Etf Trust Internatnal Val Etf Equity (DFIV) 0.1 $4.2M 121k 34.36
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Hess Corp Us Large-cap Equities (HES) 0.1 $4.2M 29k 144.16
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Taiwan Semiconductor Mfg Non-us Equity (emerging) (TSM) 0.1 $4.1M +9% 39k 104.00
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Sps Comm Us Small-cap Equities (SPSC) 0.1 $4.1M +2% 21k 193.83
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Portland Gen Elec Us Small-cap Equities (POR) 0.1 $4.0M +2% 92k 43.34
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Amn Healthcare Services Us Small-cap Equities (AMN) 0.1 $4.0M +2% 53k 74.88
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Nxp Semiconductors N V Us Large-cap Equities (NXPI) 0.1 $3.9M +3% 17k 229.68
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3M Us Large-cap Equities (MMM) 0.1 $3.9M -23% 36k 109.32
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Nushares Etf Tr Nuveen Esg Midcp Etf Equity (NUMG) 0.1 $3.9M -9% 93k 42.32
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Novo-nordisk A S Non-us Equity (developed) (NVO) 0.1 $3.9M +4% 38k 103.45
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Nextera Energy Us Large-cap Equities (NEE) 0.1 $3.9M -14% 64k 60.74
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Gilead Sciences Us Large-cap Equities (GILD) 0.1 $3.9M -6% 48k 81.01
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Csx Corp Us Large-cap Equities (CSX) 0.1 $3.8M 108k 34.66
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Chubb Us Large-cap Equities (CB) 0.1 $3.7M 16k 226.00
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Invesco Exch Traded Fd Tr Iivar Rate P Fixed Income Taxable (VRP) 0.1 $3.7M -34% 159k 23.07
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Ishares S&p Cal Amt-free Munis Etf Fixed Income (CMF) 0.1 $3.6M -4% 62k 57.93
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Bristol Myers Squibb Us Large-cap Equities (BMY) 0.1 $3.6M -36% 69k 51.31
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Northrop Grumman Corp Us Large-cap Equities (NOC) 0.1 $3.5M -14% 7.4k 468.14
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Bank Of America Corporation Us Large-cap Equities (BAC) 0.1 $3.4M -7% 101k 33.66
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Colgate Palmolive Us Large-cap Equities (CL) 0.1 $3.4M -2% 42k 79.71
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Starwood Ppty Tr Reit's (STWD) 0.1 $3.4M 160k 21.02
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Spdr Gold Trust Gold Etf Alternative (GLD) 0.1 $3.2M -4% 17k 191.17
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Etf S&p 500 Growth Etf Equity (IVW) 0.1 $3.2M -2% 42k 75.10
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Fox Factory Hldg Corp Us Small-cap Equities (FOXF) 0.1 $3.1M 46k 67.47
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Intuitive Surgical Us Large-cap Equities (ISRG) 0.0 $3.0M 8.9k 337.35
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Ishares Gold Tr Ishares Alternative-public (IAU) 0.0 $2.9M 75k 39.02
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Lockheed Martin Corp Us Large-cap Equities (LMT) 0.0 $2.9M +3% 6.4k 453.23
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Nushares Etf Tr Nuveen Esg Smlcp Etf Equity (NUSC) 0.0 $2.9M 74k 39.09
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Genuine Parts Us Mid-cap Equities (GPC) 0.0 $2.8M 21k 138.50
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Vanguard Scottsdale Fds Inter Term Treas Fixed Income Taxable (VGIT) 0.0 $2.8M +4546% 47k 59.31
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Ishares Global Intermediate Credit Index Etf Fixed Income (IGIB) 0.0 $2.8M 54k 52.00
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General Dynamics Corp Us Large-cap Equities (GD) 0.0 $2.7M 11k 259.66
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Gallagher Arthur J & Co Us Mid-cap Equities (AJG) 0.0 $2.7M -3% 12k 224.88
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Ishares Msci Eafe Value Indx Etf Equity (EFV) 0.0 $2.7M -27% 51k 52.09
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Spdr Series Trust Barc Captl Etf Etf Fixed Income (SPSB) 0.0 $2.7M 90k 29.77
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Citigroup Us Large-cap Equities (C) 0.0 $2.6M -31% 50k 51.43
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Ishr S&p U.s. Prd Stk Preferred Stock (PFF) 0.0 $2.6M -5% 83k 31.18
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Broadridge Finl Solutions Incom Us Mid-cap Equities (BR) 0.0 $2.6M 12k 205.75
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Cadence Design System Us Mid-cap Equities (CDNS) 0.0 $2.5M -9% 9.2k 272.36
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Cb Richard Ellis Group Us Mid-cap Equities (CBRE) 0.0 $2.5M 27k 93.09
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Past Filings by Whittier Trust

SEC 13F filings are viewable for Whittier Trust going back to 2011

View all past filings