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Michael Bridgeman

Trust Co Of The South

Assets Managed
$710.182M
Holdings
146
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14.2%(2Q avg: 7.11%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Trust Co Of The South's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Trust Co Of The South over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 710.182M in assets, with a quarterly growth rate of 14.2% and a 2-quarter average growth rate of 7.11%. The portfolio is managed by Michael Bridgeman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -2.03%
17.27%
$122.612M
1.754M shares@ $69.9 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.27%
13.35%
$94.753M
1.722M shares@ $55.02 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.08%
8.13%
$57.72M
1.301M shares@ $44.36 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.96%
7%
$49.652M
72,294 shares@ $686.81 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 5.15%
5.59%
$39.683M
1.065M shares@ $37.27 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 554.32%
4.51%
$31.985M
371,311 shares@ $86.15 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 313.8%
4.12%
$29.255M
363,104 shares@ $80.57 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.26%
3.83%
$27.193M
93,977 shares@ $289.37 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 23.65%
2.4%
$16.994M
418,165 shares@ $40.65 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 0.76%
2.4%
$16.99M
56,049 shares@ $303.12 avg price

1-10 of 146