Idaho Trust Co
Q1 2025 13F Holdings
- Locationboise, ID
- Num holdings
99
- Value ($000)
$245,244
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001568069
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $15.13M | 6 % | 185,137 | ||
EMB ISHARES TR | JPMORGAN USD EMG | 464288281 | $12.60M | 5 % | 139,080 | ||
KRE SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 | $11.70M | 5 % | 122,818 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $9.70M | 4 % | 37,754 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $9.57M | 4 % | 47,971 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $9.48M | 4 % | 209,466 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $8.83M | 4 % | 151,387 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $6.81M | 3 % | 112,341 | ||
BLV VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | $6.51M | 3 % | 92,485 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $6.29M | 3 % | 78,255 |
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