Ronald Blue Trust »

Profesionally Managed Portfo shares owned by Ronald Blue Trust

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Ronald Blue Trust from 13F filings

Historical chart of Ronald Blue Trust investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Ronald Blue Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Ronald Blue Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.7k 102 36.49

More positions owned by Ronald Blue Trust

Texas Pacific Land Corp (TPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Etf Ser Solutions Vident Us Equity (VUSE)
Ishares Tr Core Msci Pac (IPAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Etf Ser Solutions Vident Us Bond (VBND)
Ishares Tr Core S&p Us Vlu (IUSV)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Etf Ser Solutions Viden Equit Etf (VIDI)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Ronald Blue Trust

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Morgan Stanley
Glenview Trust
Rockefeller Capital Management
Envestnet Asset Management
HighTower Advisors
Advisor Group Holdings
Stifel Financial
Berkshire Bank
Integrated Wealth Concepts
Nuveen
Skopos Labs
Clarendon Private
Jones Financial Companies, L.L
Congress Asset Management

View all funds holding Profesionally Managed Portfo