St. Louis Trust as of Sept. 30, 2019
Portfolio Holdings for St. Louis Trust
St. Louis Trust holds 75 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 19.2 | $62M | 209k | 296.77 | |
| iShares S&P SmallCap 600 Index (IJR) | 14.7 | $48M | 611k | 77.84 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 13.1 | $42M | 849k | 49.90 | |
| iShares Russell 1000 Index (IWB) | 9.5 | $31M | 186k | 164.54 | |
| SPDR Dow Jones Global Real Estate (RWO) | 4.2 | $14M | 264k | 51.86 | |
| iShares MSCI EAFE Index Fund (EFA) | 3.6 | $12M | 180k | 65.21 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 2.6 | $8.4M | 183k | 46.05 | |
| Vanguard Europe Pacific ETF (VEA) | 2.3 | $7.5M | 183k | 41.08 | |
| iShares Russell 2000 Index (IWM) | 2.3 | $7.4M | 49k | 151.40 | |
| Vanguard S&p 500 Etf idx (VOO) | 2.1 | $6.7M | 25k | 272.61 | |
| iShares S&P MidCap 400 Index (IJH) | 1.7 | $5.5M | 28k | 193.23 | |
| iShares Russell 3000 Index (IWV) | 1.6 | $5.3M | 30k | 173.77 | |
| iShares Russell 1000 Growth Index (IWF) | 1.6 | $5.0M | 31k | 159.63 | |
| iShares Russell 2000 Value Index (IWN) | 1.4 | $4.5M | 37k | 119.40 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.9 | $2.9M | 40k | 73.57 | |
| Apple (AAPL) | 0.9 | $2.9M | 13k | 223.94 | |
| Progressive Corporation (PGR) | 0.9 | $2.8M | 36k | 77.25 | |
| iShares Russell 1000 Value Index (IWD) | 0.8 | $2.6M | 20k | 128.26 | |
| Nike (NKE) | 0.8 | $2.5M | 27k | 93.90 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $2.1M | 18k | 117.69 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $2.0M | 29k | 70.63 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.6 | $1.8M | 12k | 150.21 | |
| Vanguard Value ETF (VTV) | 0.6 | $1.8M | 16k | 111.69 | |
| Vanguard Emerging Markets ETF (VWO) | 0.5 | $1.7M | 43k | 40.26 | |
| Nextera Energy (NEE) | 0.5 | $1.7M | 7.2k | 233.06 | |
| Vanguard REIT ETF (VNQ) | 0.5 | $1.6M | 17k | 93.24 | |
| Bristol Myers Squibb (BMY) | 0.5 | $1.6M | 31k | 50.71 | |
| Vanguard Total Stock Market ETF (VTI) | 0.5 | $1.6M | 10k | 150.75 | |
| Steel Partners Hldgs L P ltd prtrship u (SPLP) | 0.5 | $1.5M | 119k | 12.80 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.4 | $1.4M | 14k | 101.93 | |
| Merck & Co (MRK) | 0.4 | $1.4M | 16k | 84.20 | |
| United Technologies Corporation | 0.4 | $1.4M | 10k | 136.50 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.4 | $1.3M | 7.6k | 178.28 | |
| Philip Morris International (PM) | 0.4 | $1.3M | 17k | 75.91 | |
| Lowe's Companies (LOW) | 0.4 | $1.3M | 12k | 109.92 | |
| Kimberly-Clark Corporation (KMB) | 0.4 | $1.2M | 8.7k | 142.03 | |
| Home Depot (HD) | 0.4 | $1.2M | 5.1k | 231.99 | |
| iShares Russell 2000 Growth Index (IWO) | 0.4 | $1.2M | 6.2k | 192.73 | |
| Zimmer Holdings (ZBH) | 0.3 | $1.1M | 8.2k | 137.22 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.3 | $1.1M | 18k | 61.07 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.1M | 9.3k | 118.67 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $1.1M | 26k | 40.81 | |
| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.3 | $969k | 17k | 58.59 | |
| Coca-Cola Company (KO) | 0.3 | $941k | 17k | 54.48 | |
| Amazon (AMZN) | 0.3 | $937k | 540.00 | 1735.19 | |
| Cisco Systems (CSCO) | 0.3 | $873k | 18k | 49.39 | |
| Vanguard Total World Stock Idx (VT) | 0.3 | $883k | 12k | 74.78 | |
| Automatic Data Processing (ADP) | 0.2 | $743k | 4.6k | 161.52 | |
| BlackRock | 0.2 | $713k | 1.6k | 445.62 | |
| Abbott Laboratories (ABT) | 0.2 | $715k | 8.5k | 83.63 | |
| Amgen (AMGN) | 0.2 | $677k | 3.5k | 193.43 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.2 | $686k | 12k | 57.21 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $655k | 3.2k | 207.94 | |
| Visa (V) | 0.2 | $630k | 3.7k | 172.13 | |
| GlaxoSmithKline | 0.2 | $593k | 14k | 42.71 | |
| Emerson Electric (EMR) | 0.2 | $539k | 8.1k | 66.89 | |
| Abbvie (ABBV) | 0.2 | $542k | 7.1k | 75.80 | |
| International Business Machines (IBM) | 0.2 | $509k | 3.5k | 145.33 | |
| Procter & Gamble Company (PG) | 0.1 | $473k | 3.8k | 124.34 | |
| Ishares Inc core msci emkt (IEMG) | 0.1 | $484k | 9.9k | 49.04 | |
| Altria (MO) | 0.1 | $438k | 11k | 40.92 | |
| Pepsi (PEP) | 0.1 | $452k | 3.3k | 136.97 | |
| Target Corporation (TGT) | 0.1 | $428k | 4.0k | 107.00 | |
| McDonald's Corporation (MCD) | 0.1 | $386k | 1.8k | 214.44 | |
| Colgate-Palmolive Company (CL) | 0.1 | $375k | 5.1k | 73.53 | |
| Ishares Msci Japan (EWJ) | 0.1 | $392k | 6.9k | 56.77 | |
| Chevron Corporation (CVX) | 0.1 | $316k | 2.7k | 118.53 | |
| At&t (T) | 0.1 | $317k | 8.4k | 37.86 | |
| Duke Energy (DUK) | 0.1 | $320k | 3.3k | 96.01 | |
| Pfizer (PFE) | 0.1 | $278k | 7.8k | 35.89 | |
| 3M Company (MMM) | 0.1 | $306k | 1.9k | 164.37 | |
| Intuit (INTU) | 0.1 | $266k | 1.0k | 266.00 | |
| Okta Inc cl a (OKTA) | 0.1 | $242k | 2.5k | 98.49 | |
| Southern Company (SO) | 0.1 | $216k | 3.5k | 61.71 | |
| General Electric Company | 0.0 | $99k | 11k | 8.89 |