Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Blue Trust, Inc. (CIK 1856022) reported $8.74B across 2,474 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEF ($618.1M, 7.07%), ITOT ($551.6M, 6.31%), QUAL ($516.9M, 5.91%), VUSE ($491.2M, 5.62%), VBND ($474.1M, 5.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEF | ISHARES TR | $618.1M | 7.07% | 6.5M | Added |
| 2 | ITOT | ISHARES TR | $551.6M | 6.31% | 3.9M | Trimmed |
| 3 | QUAL | ISHARES TR | $516.9M | 5.91% | 2.7M | Trimmed |
| 4 | VUSE | ETF SER SOLUTIONS | $491.2M | 5.62% | 7.8M | Trimmed |
| 5 | VBND | ETF SER SOLUTIONS | $474.1M | 5.42% | 10.9M | Added |
| 6 | IPAC | ISHARES TR | $468.8M | 5.36% | 6.1M | Trimmed |
| 7 | IUSV | ISHARES TR | $437.2M | 5.00% | 4.3M | Trimmed |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $430.9M | 4.93% | 7.2M | Added |
| 9 | VIDI | ETF SER SOLUTIONS | $348.5M | 3.99% | 9.6M | Trimmed |
| 10 | JMOM | J P MORGAN EXCHANGE TRADED F | $323.8M | 3.71% | 4.8M | Added |
| 11 | MTUM | ISHARES TR | $306.0M | 3.50% | 1.3M | Added |
| 12 | IUSG | ISHARES TR | $289.7M | 3.31% | 1.9M | Trimmed |
| 13 | VGK | VANGUARD INTL EQUITY INDEX F | $285.0M | 3.26% | 3.5M | Trimmed |
| 14 | AGG | ISHARES TR | $243.3M | 2.78% | 2.5M | Added |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | $229.2M | 2.62% | 2.8M | Added |
| 16 | VOO | VANGUARD INDEX FDS | $182.8M | 2.09% | 305,843 | Trimmed |
| 17 | IEMG | ISHARES INC | $163.9M | 1.88% | 2.3M | Trimmed |
| 18 | VGSH | VANGUARD SCOTTSDALE FDS | $101.6M | 1.16% | 1.7M | Added |
| 19 | VUSB | VANGUARD BD INDEX FDS | $100.0M | 1.14% | 2.0M | Added |
| 20 | MBB | ISHARES TR | $95.9M | 1.10% | 1.0M | Trimmed |
| 21 | TDTF | FLEXSHARES TR | $88.5M | 1.01% | 3.7M | Trimmed |
| 22 | IAUM | ISHARES GOLD TR | $75.0M | 0.86% | 1.6M | Trimmed |
| 23 | LLY | ELI LILLY & CO | $71.8M | 0.82% | 78,101 | Trimmed |
| 24 | KO | COCA COLA CO | $68.9M | 0.79% | 906,321 | Trimmed |
| 25 | ACWI | ISHARES TR | $60.0M | 0.69% | 433,494 | Added |
Source: SEC Form 13F filings · as of 2026-03-31