Ti-trust as of June 30, 2023
Portfolio Holdings for Ti-trust
Ti-trust holds 107 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Index Fds Total Stk Mkt (VTI) | 7.7 | $8.4M | 38k | 220.28 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 4.1 | $4.5M | 83k | 54.41 | |
Ishares Tr Core Us Aggbd Et (AGG) | 3.5 | $3.9M | 39k | 97.95 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 3.3 | $3.6M | 7.5k | 478.91 | |
Vanguard Index Fds Small Cp Etf (VB) | 3.3 | $3.5M | 18k | 198.89 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.2 | $3.4M | 45k | 75.57 | |
Microsoft Corporation (MSFT) | 2.8 | $3.0M | 8.9k | 340.54 | |
Illinois Tool Works (ITW) | 2.7 | $3.0M | 12k | 250.16 | |
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 2.6 | $2.8M | 135k | 21.04 | |
Exxon Mobil Corporation (XOM) | 2.3 | $2.5M | 24k | 107.25 | |
Merck & Co (MRK) | 2.1 | $2.3M | 20k | 115.39 | |
Caterpillar (CAT) | 2.1 | $2.3M | 9.2k | 246.05 | |
Chevron Corporation (CVX) | 2.0 | $2.2M | 14k | 157.35 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $2.0M | 49k | 40.68 | |
Duke Energy Corp Com New (DUK) | 1.7 | $1.9M | 21k | 89.74 | |
Ishares Tr Tips Bd Etf (TIP) | 1.7 | $1.8M | 17k | 107.62 | |
Eli Lilly & Co. (LLY) | 1.6 | $1.8M | 3.8k | 468.98 | |
Spdr Ser Tr Bloomberg High Y (JNK) | 1.6 | $1.7M | 19k | 92.03 | |
Nextera Energy (NEE) | 1.5 | $1.6M | 22k | 74.20 | |
Honeywell International (HON) | 1.4 | $1.5M | 7.3k | 207.50 | |
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 1.4 | $1.5M | 57k | 26.55 | |
Bristol Myers Squibb (BMY) | 1.3 | $1.4M | 23k | 63.95 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 1.2 | $1.3M | 16k | 83.56 | |
JPMorgan Chase & Co. (JPM) | 1.2 | $1.3M | 8.7k | 145.44 | |
Nucor Corporation (NUE) | 1.1 | $1.2M | 7.6k | 163.98 | |
Emerson Electric (EMR) | 1.1 | $1.2M | 14k | 90.39 | |
Deere & Company (DE) | 1.0 | $1.1M | 2.8k | 405.19 | |
Oge Energy Corp (OGE) | 1.0 | $1.1M | 31k | 35.91 | |
Vulcan Materials Company (VMC) | 1.0 | $1.1M | 4.8k | 225.44 | |
W.W. Grainger (GWW) | 1.0 | $1.0M | 1.3k | 788.59 | |
Boeing Company (BA) | 1.0 | $1.0M | 4.9k | 211.16 | |
Broadcom (AVGO) | 0.9 | $1.0M | 1.2k | 867.43 | |
McDonald's Corporation (MCD) | 0.9 | $1.0M | 3.4k | 298.41 | |
Southern Company (SO) | 0.9 | $998k | 14k | 70.25 | |
Ameren Corporation (AEE) | 0.9 | $951k | 12k | 81.67 | |
Consolidated Edison (ED) | 0.8 | $923k | 10k | 90.40 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $901k | 2.0k | 443.28 | |
Sempra Energy (SRE) | 0.8 | $877k | 6.0k | 145.59 | |
Intel Corporation (INTC) | 0.8 | $835k | 25k | 33.44 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $826k | 3.4k | 243.74 | |
Cisco Systems (CSCO) | 0.7 | $764k | 15k | 51.74 | |
Johnson & Johnson (JNJ) | 0.7 | $739k | 4.5k | 165.52 | |
CenterPoint Energy (CNP) | 0.7 | $720k | 25k | 29.15 | |
Enbridge (ENB) | 0.7 | $711k | 19k | 37.15 | |
Lockheed Martin Corporation (LMT) | 0.6 | $668k | 1.5k | 460.38 | |
Procter & Gamble Company (PG) | 0.6 | $651k | 4.3k | 151.74 | |
Pfizer (PFE) | 0.6 | $639k | 17k | 36.68 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $624k | 3.3k | 187.27 | |
Dominion Resources (D) | 0.6 | $618k | 12k | 51.79 | |
International Business Machines (IBM) | 0.6 | $605k | 4.5k | 133.81 | |
Bank Of Montreal Cadcom (BMO) | 0.6 | $604k | 6.7k | 90.31 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $598k | 15k | 39.56 | |
Dupont De Nemours (DD) | 0.5 | $594k | 8.3k | 71.44 | |
GATX Corporation (GATX) | 0.5 | $592k | 4.6k | 128.74 | |
Apple (AAPL) | 0.5 | $584k | 3.0k | 193.97 | |
Toronto Dominion Bk Ont Com New (TD) | 0.5 | $581k | 9.4k | 62.01 | |
Hubbell (HUBB) | 0.5 | $577k | 1.7k | 331.56 | |
American Electric Power Company (AEP) | 0.5 | $576k | 6.8k | 84.20 | |
Rbc Cad (RY) | 0.5 | $573k | 6.0k | 95.51 | |
Wec Energy Group (WEC) | 0.5 | $567k | 6.4k | 88.24 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $535k | 7.4k | 72.50 | |
Coca-Cola Company (KO) | 0.5 | $533k | 8.8k | 60.22 | |
Mondelez Intl Cl A (MDLZ) | 0.5 | $531k | 7.3k | 72.94 | |
NiSource (NI) | 0.5 | $518k | 19k | 27.35 | |
3M Company (MMM) | 0.5 | $505k | 5.0k | 100.09 | |
Altria (MO) | 0.5 | $503k | 11k | 45.30 | |
Philip Morris International (PM) | 0.5 | $500k | 5.1k | 97.62 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $499k | 18k | 27.15 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $477k | 4.5k | 106.07 | |
Medtronic SHS (MDT) | 0.4 | $477k | 5.4k | 88.10 | |
Verizon Communications (VZ) | 0.4 | $476k | 13k | 37.19 | |
Corteva (CTVA) | 0.4 | $474k | 8.3k | 57.30 | |
Vanguard Index Fds Growth Etf (VUG) | 0.4 | $452k | 1.6k | 282.96 | |
Waste Management (WM) | 0.4 | $451k | 2.6k | 173.42 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb | 0.4 | $447k | 21k | 21.17 | |
Dow (DOW) | 0.4 | $446k | 8.4k | 53.26 | |
Norfolk Southern (NSC) | 0.4 | $435k | 1.9k | 226.76 | |
United Parcel Service CL B (UPS) | 0.4 | $395k | 2.2k | 179.25 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $394k | 1.5k | 261.48 | |
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.4 | $393k | 5.2k | 74.92 | |
General Dynamics Corporation (GD) | 0.4 | $387k | 1.8k | 215.15 | |
Infosys Sponsored Adr (INFY) | 0.3 | $366k | 23k | 16.07 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $359k | 3.6k | 99.65 | |
Edison International (EIX) | 0.3 | $356k | 5.1k | 69.45 | |
Paychex (PAYX) | 0.3 | $352k | 3.1k | 111.87 | |
Thor Industries (THO) | 0.3 | $309k | 3.0k | 103.50 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $307k | 19k | 15.97 | |
SYSCO Corporation (SYY) | 0.3 | $298k | 4.0k | 74.20 | |
PPG Industries (PPG) | 0.3 | $297k | 2.0k | 148.30 | |
FirstEnergy (FE) | 0.3 | $294k | 7.6k | 38.88 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $289k | 1.3k | 220.16 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.3 | $286k | 14k | 20.57 | |
Entergy Corporation (ETR) | 0.3 | $281k | 2.9k | 97.37 | |
British Amern Tob Sponsored Adr (BTI) | 0.2 | $250k | 7.5k | 33.20 | |
Shell Spon Ads (SHEL) | 0.2 | $248k | 4.1k | 60.38 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $240k | 5.2k | 46.18 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $228k | 2.6k | 86.54 | |
Ishares Tr Select Divid Etf (DVY) | 0.2 | $221k | 1.9k | 113.30 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $219k | 954.00 | 229.74 | |
At&t (T) | 0.2 | $219k | 14k | 15.95 | |
Western Digital (WDC) | 0.2 | $207k | 5.5k | 37.93 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Hy | 0.2 | $206k | 8.8k | 23.51 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.2 | $204k | 9.1k | 22.55 | |
Energizer Holdings (ENR) | 0.2 | $204k | 6.1k | 33.58 | |
Unilever Spon Adr New (UL) | 0.2 | $202k | 3.9k | 52.13 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.2 | $201k | 8.9k | 22.48 | |
Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $171k | 13k | 13.61 |