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Wind River Trust Co

Portfolio Manager
Wind River Trust Co
Performance
+2.55% (2025 Q4)
AUM (13F)
$265.17M
# of Holdings
11
Performance Rank
Allocation (Top 20)
100%

Wind River Trust Co Holdings Map

Top 11 Wind River Trust Co Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VT
VANGUARD INTL EQUITY INDEX F
32.7%626.8K$86.7M
-1.65%(-10.53K)
2025-Q1: 686.7K shares2025-Q2: 681.7K shares2025-Q3: 701.8K shares2025-Q4: 637.3K shares2026-Q1: 626.8K shares
$81.92(+90.47%)
2026-03-31
IWD
ISHARES TR
18.65%231.4K$49.4M
-0.99%(-2.31K)
2025-Q1: 241.7K shares2025-Q2: 238.3K shares2025-Q3: 233.7K shares2025-Q4: 233.7K shares2026-Q1: 231.4K shares
$117.83(+99.58%)
2026-03-31
IWV
ISHARES TR
17.34%124.0K$46.0M
+0.00%(+0)
2025-Q1: 124.7K shares2025-Q2: 124.7K shares2025-Q3: 124.0K shares2025-Q4: 124.0K shares2026-Q1: 124.0K shares
$168.41(+151.40%)
2026-03-31
SPY
SPDR S&P 500 ETF TR
12.41%50.6K$32.9M
+0.00%(+0)
2025-Q1: 51.3K shares2025-Q2: 51.3K shares2025-Q3: 51.3K shares2025-Q4: 50.6K shares2026-Q1: 50.6K shares
$345.58(+116.49%)
2026-03-31
ACWI
ISHARES TR
4.92%94.2K$13.0M
+0.00%(+0)
2025-Q1: 114.7K shares2025-Q2: 97.9K shares2025-Q3: 94.2K shares2025-Q4: 94.2K shares2026-Q1: 94.2K shares
$71.87(+117.96%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
4.9%203.0K$13.0M
+0.00%(+0)
2025-Q1: 212.0K shares2025-Q2: 203.0K shares2025-Q3: 203.0K shares2025-Q4: 203.0K shares2026-Q1: 203.0K shares
$37.47(+88.29%)
2026-03-31
VUG
VANGUARD INDEX FDS
3.14%19.1K$8.3M
+0.00%(+0)
2025-Q1: 19.1K shares2025-Q2: 19.1K shares2025-Q3: 19.1K shares2025-Q4: 19.1K shares2026-Q1: 19.1K shares
$31.65(+179.61%)
2026-03-31
VTI
VANGUARD INDEX FDS
2.3%19.0K$6.1M
+0.00%(+0)
2025-Q1: 25.0K shares2025-Q2: 19.0K shares2025-Q3: 19.0K shares2025-Q4: 19.0K shares2026-Q1: 19.0K shares
$150.38(+144.31%)
2026-03-31
LPRE
EXCHANGE LISTED FDS TR
1.89%192.7K$5.0M
+94.83%(+93.78K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 98.9K shares2025-Q4: 98.9K shares2026-Q1: 192.7K shares
$25.97(+9.39%)
2026-03-31
EAGL
SER TRUST EAGLE
1.03%89.4K$2.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 89.4K shares
$31.44(+3.56%)
2026-03-31

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