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Sentinel Trust Co Lba

Portfolio Manager
Sentinel Trust Co Lba
Performance
-3.21% (2026 Q1)
AUM (13F)
$1.01B
# of Holdings
135
Performance Rank
Allocation (Top 20)
79.46%

Sentinel Trust Co Lba Holdings Map

Top 50 Sentinel Trust Co Lba Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ITOT
iShares Tr Core S&P TTL Stk
25.52%1.80M$256.9M
+1.64%(+29.11K)
2025-Q1: 1.82M shares2025-Q2: 1.79M shares2025-Q3: 1.77M shares2025-Q4: 1.77M shares2026-Q1: 1.80M shares
$67.06(+144.19%)
2026-03-31
VXUS
Vanguard Star Fd Vg Tl Intl St
10.82%1.41M$108.9M
+3.46%(+47.22K)
2025-Q1: 1.29M shares2025-Q2: 1.20M shares2025-Q3: 1.24M shares2025-Q4: 1.36M shares2026-Q1: 1.41M shares
$57.39(+47.83%)
2026-03-31
IWV
iShares Russell 3000 ETF
8.95%242.9K$90.0M
-0.46%(-1.11K)
2025-Q1: 252.9K shares2025-Q2: 247.2K shares2025-Q3: 244.4K shares2025-Q4: 244.0K shares2026-Q1: 242.9K shares
$210.86(+101.68%)
2026-03-31
PLTR
Palantir Technologies
4.17%286.7K$41.9M
+0.00%(+0)
2025-Q1: 345.4K shares2025-Q2: 325.4K shares2025-Q3: 293.8K shares2025-Q4: 286.7K shares2026-Q1: 286.7K shares
$10.18(+1169.89%)
2026-03-31
VEU
Vanguard Ftse All-World Etf
3.64%488.2K$36.7M
-0.01%(-63)
2025-Q1: 504.3K shares2025-Q2: 490.4K shares2025-Q3: 490.4K shares2025-Q4: 488.2K shares2026-Q1: 488.2K shares
$55.24(+50.22%)
2026-03-31
EMXC
Ishares Inc Msci Emrg Chn
3.56%456.2K$35.9M
+0.00%(+0)
2025-Q1: 456.2K shares2025-Q2: 456.2K shares2025-Q3: 456.2K shares2025-Q4: 456.2K shares2026-Q1: 456.2K shares
$55.70(+74.13%)
2026-03-31
VTI
Vanguard Total Stock Market ET
3.23%101.3K$32.5M
+0.62%(+621)
2025-Q1: 89.5K shares2025-Q2: 102.0K shares2025-Q3: 97.2K shares2025-Q4: 100.7K shares2026-Q1: 101.3K shares
$282.84(+30.38%)
2026-03-31
ACWI
Ishares Msci Acwi Etf
3%218.0K$30.2M
+4.94%(+10.27K)
2025-Q1: 235.3K shares2025-Q2: 207.7K shares2025-Q3: 207.7K shares2025-Q4: 207.7K shares2026-Q1: 218.0K shares
$111.75(+39.73%)
2026-03-31
AAPL
Apple Inc.
2.28%90.3K$22.9M
-1.99%(-1.83K)
2025-Q1: 97.9K shares2025-Q2: 95.4K shares2025-Q3: 93.4K shares2025-Q4: 92.1K shares2026-Q1: 90.3K shares
$143.13(+115.63%)
2026-03-31
SPY
State Street SPDR S&P 500 ETF
2.05%31.8K$20.7M
-1.30%(-417)
2025-Q1: 34.8K shares2025-Q2: 32.8K shares2025-Q3: 32.4K shares2025-Q4: 32.2K shares2026-Q1: 31.8K shares
$277.67(+168.22%)
2026-03-31

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