Legacy Private Trust Co.
Q1 2025 13F Holdings
- Locationneenah, WI
- Num holdings
250
- Value ($000)
$1,454,819
- Date Filed04/04/2025
- Form type13F-HR
- CIK0001352547
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $182.51M | 13 % | 324,801 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $150.45M | 10 % | 547,403 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $84.46M | 6 % | 1,241,864 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $53.05M | 4 % | 1,043,748 | ||
AAPL APPLE INC | COM | 037833100 | $41.70M | 3 % | 187,738 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $41.26M | 3 % | 239,534 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $30.31M | 2 % | 279,686 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $28.89M | 2 % | 292,027 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $27.32M | 2 % | 72,774 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $25.25M | 2 % | 1,172,753 |
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