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Todd Chyba

@Trust Co

Latest period2024 - Q4ReportedManaged Assets$872.699MTotal holdings413
Assets growth rate4.95%Assets growth rate (2-Q avg)6.16%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Trust Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 413 positions.

Assets under management

The assets under management (AUM) of Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 872.699M in assets, with a quarterly growth rate of 4.95% and a 2-quarter average growth rate of 6.16%. The portfolio is managed by Todd Chyba, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Growth Index Etf
Recent Activity
Decreased -0.54%
8.17%
$71.24M
173,574 shares@ $410.43 avg price
MUBIshares National Muni Bond Index Etf
Recent Activity
Decreased -14.29%
2.23%
$19.454M
182,585 shares@ $106.55 avg price
JMSTJp Morgan Ultra-short Municipal Income Etf
Recent Activity
Decreased -4.16%
1.11%
$9.637M
190,042 shares@ $50.71 avg price
BNDXVanguard Total Intl Bond Index Etf
Recent Activity
Decreased -4.1%
1.06%
$9.236M
188,293 shares@ $49.05 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Decreased -0.9%
0.81%
$7.051M
11,978 shares@ $588.69 avg price
HYMUBlackrock High Yield Muni Bond Etf
Recent Activity
Decreased -23.37%
0.6%
$5.225M
230,580 shares@ $22.66 avg price
SUSAIshares Msci Usa Esg Select Etf
Recent Activity
Decreased -1.91%
0.19%
$1.597M
13,134 shares@ $121.6 avg price
VBRVanguard Small-cap Value Etf
Recent Activity
Decreased -8.24%
0.12%
$976,880
4,930 shares@ $198.16 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.87%
0.11%
$931,672
6,127 shares@ $152.07 avg price
MCDMcdonald's Corp
Recent Activity
Decreased -10.3%
0.08%
$671,385
2,316 shares@ $289.89 avg price