Ti-trust as of Dec. 31, 2023
Portfolio Holdings for Ti-trust
Ti-trust holds 103 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Index Fds Total Stk Mkt (VTI) | 8.0 | $9.1M | 38k | 237.22 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 4.7 | $5.3M | 94k | 56.14 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 3.7 | $4.1M | 8.2k | 507.38 | |
Ishares Tr Core Us Aggbd Et (AGG) | 3.5 | $4.0M | 41k | 99.25 | |
Vanguard Index Fds Small Cp Etf (VB) | 3.5 | $4.0M | 19k | 213.33 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.1 | $3.6M | 46k | 77.02 | |
Microsoft Corporation (MSFT) | 3.0 | $3.4M | 9.0k | 376.04 | |
Illinois Tool Works (ITW) | 2.7 | $3.1M | 12k | 261.94 | |
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 2.5 | $2.9M | 135k | 21.18 | |
Caterpillar (CAT) | 2.4 | $2.7M | 9.1k | 295.67 | |
Exxon Mobil Corporation (XOM) | 2.1 | $2.4M | 24k | 99.98 | |
Eli Lilly & Co. (LLY) | 2.0 | $2.2M | 3.8k | 582.92 | |
Merck & Co (MRK) | 1.9 | $2.2M | 20k | 109.02 | |
Ishares Tr Tips Bd Etf (TIP) | 1.9 | $2.1M | 20k | 107.49 | |
Chevron Corporation (CVX) | 1.8 | $2.1M | 14k | 149.16 | |
Duke Energy Corp Com New (DUK) | 1.8 | $2.0M | 21k | 97.04 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $2.0M | 49k | 41.10 | |
Spdr Ser Tr Bloomberg High Y (JNK) | 1.7 | $1.9M | 20k | 94.73 | |
Honeywell International (HON) | 1.3 | $1.5M | 7.3k | 209.71 | |
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 1.3 | $1.5M | 57k | 26.91 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $1.5M | 8.6k | 170.10 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 1.2 | $1.4M | 16k | 88.36 | |
Nucor Corporation (NUE) | 1.2 | $1.3M | 7.6k | 174.04 | |
Nextera Energy (NEE) | 1.2 | $1.3M | 22k | 60.74 | |
Emerson Electric (EMR) | 1.2 | $1.3M | 14k | 97.33 | |
Boeing Company (BA) | 1.1 | $1.3M | 4.9k | 260.66 | |
Broadcom (AVGO) | 1.1 | $1.3M | 1.1k | 1116.25 | |
Intel Corporation (INTC) | 1.1 | $1.3M | 25k | 50.25 | |
Bristol Myers Squibb (BMY) | 1.0 | $1.2M | 23k | 51.31 | |
W.W. Grainger (GWW) | 1.0 | $1.1M | 1.3k | 828.69 | |
Vulcan Materials Company (VMC) | 1.0 | $1.1M | 4.8k | 227.01 | |
Oge Energy Corp (OGE) | 0.9 | $1.1M | 31k | 34.93 | |
Deere & Company (DE) | 0.9 | $1.0M | 2.6k | 399.87 | |
Southern Company (SO) | 0.9 | $996k | 14k | 70.12 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $944k | 2.0k | 475.31 | |
Consolidated Edison (ED) | 0.8 | $929k | 10k | 90.97 | |
Sempra Energy (SRE) | 0.8 | $900k | 12k | 74.73 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $897k | 3.4k | 262.26 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $884k | 7.9k | 111.63 | |
McDonald's Corporation (MCD) | 0.8 | $879k | 3.0k | 296.51 | |
Ameren Corporation (AEE) | 0.7 | $824k | 11k | 72.34 | |
International Business Machines (IBM) | 0.7 | $740k | 4.5k | 163.55 | |
Cisco Systems (CSCO) | 0.6 | $734k | 15k | 50.52 | |
CenterPoint Energy (CNP) | 0.6 | $705k | 25k | 28.57 | |
Enbridge (ENB) | 0.6 | $689k | 19k | 36.02 | |
Johnson & Johnson (JNJ) | 0.6 | $675k | 4.3k | 156.74 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $663k | 3.3k | 200.71 | |
Bank Of Montreal Cadcom (BMO) | 0.6 | $662k | 6.7k | 98.94 | |
Lockheed Martin Corporation (LMT) | 0.6 | $657k | 1.5k | 453.24 | |
Dupont De Nemours (DD) | 0.6 | $640k | 8.3k | 76.93 | |
Procter & Gamble Company (PG) | 0.6 | $633k | 4.3k | 146.54 | |
Apple (AAPL) | 0.5 | $614k | 3.2k | 192.53 | |
Rbc Cad (RY) | 0.5 | $607k | 6.0k | 101.13 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $600k | 15k | 40.21 | |
Toronto Dominion Bk Ont Com New (TD) | 0.5 | $593k | 9.2k | 64.62 | |
Hubbell (HUBB) | 0.5 | $573k | 1.7k | 328.93 | |
Dominion Resources (D) | 0.5 | $561k | 12k | 47.00 | |
American Electric Power Company (AEP) | 0.5 | $556k | 6.8k | 81.22 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $553k | 7.3k | 75.35 | |
GATX Corporation (GATX) | 0.5 | $553k | 4.6k | 120.22 | |
3M Company (MMM) | 0.5 | $552k | 5.0k | 109.32 | |
Wec Energy Group (WEC) | 0.5 | $541k | 6.4k | 84.17 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $538k | 18k | 29.23 | |
Mondelez Intl Cl A (MDLZ) | 0.5 | $527k | 7.3k | 72.43 | |
Coca-Cola Company (KO) | 0.5 | $521k | 8.8k | 58.93 | |
Vanguard Index Fds Growth Etf (VUG) | 0.5 | $517k | 1.7k | 310.88 | |
Pfizer (PFE) | 0.5 | $517k | 18k | 28.79 | |
NiSource (NI) | 0.4 | $503k | 19k | 26.55 | |
Philip Morris International (PM) | 0.4 | $482k | 5.1k | 94.08 | |
Verizon Communications (VZ) | 0.4 | $476k | 13k | 37.70 | |
General Dynamics Corporation (GD) | 0.4 | $467k | 1.8k | 259.67 | |
Waste Management (WM) | 0.4 | $466k | 2.6k | 179.10 | |
Dow (DOW) | 0.4 | $460k | 8.4k | 54.84 | |
Norfolk Southern (NSC) | 0.4 | $454k | 1.9k | 236.38 | |
Altria (MO) | 0.4 | $448k | 11k | 40.34 | |
Medtronic SHS (MDT) | 0.4 | $446k | 5.4k | 82.38 | |
Infosys Sponsored Adr (INFY) | 0.4 | $418k | 23k | 18.38 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $412k | 1.5k | 277.15 | |
Corteva (CTVA) | 0.3 | $396k | 8.3k | 47.92 | |
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.3 | $390k | 5.2k | 74.58 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $387k | 3.6k | 108.25 | |
Paychex (PAYX) | 0.3 | $375k | 3.1k | 119.11 | |
Edison International (EIX) | 0.3 | $367k | 5.1k | 71.49 | |
Thor Industries (THO) | 0.3 | $353k | 3.0k | 118.25 | |
United Parcel Service CL B (UPS) | 0.3 | $336k | 2.1k | 157.23 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $325k | 19k | 16.86 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $305k | 1.3k | 232.64 | |
PPG Industries (PPG) | 0.3 | $299k | 2.0k | 149.55 | |
SYSCO Corporation (SYY) | 0.3 | $294k | 4.0k | 73.13 | |
Entergy Corporation (ETR) | 0.3 | $292k | 2.9k | 101.19 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.3 | $290k | 14k | 20.89 | |
Western Digital (WDC) | 0.3 | $285k | 5.5k | 52.37 | |
FirstEnergy (FE) | 0.2 | $277k | 7.6k | 36.66 | |
Shell Spon Ads (SHEL) | 0.2 | $270k | 4.1k | 65.80 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $243k | 5.1k | 47.90 | |
At&t (T) | 0.2 | $234k | 14k | 16.78 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $231k | 954.00 | 241.77 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $229k | 2.6k | 89.06 | |
British Amern Tob Sponsored Adr (BTI) | 0.2 | $220k | 7.5k | 29.29 | |
Kraft Heinz (KHC) | 0.2 | $215k | 5.8k | 36.98 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.2 | $206k | 9.1k | 22.73 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.2 | $203k | 8.9k | 22.71 | |
Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $167k | 13k | 13.30 |