Idaho Trust Co

Q2 2023 13F Holdings Report, Stock Holdings

Signature - Title
Rebecca L Eckardt - Chief of Wealth Management Operations
Location
Boise, ID
Holdings as of
30 Jun 2023
Value $
$159,214,769
Num holdings
74
Filing time
22 Aug 2023, 09:57:52 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included EFA, VV, VWO, IWM, and VTV.
Next filing
Q3 2023 - 08 Nov 2023
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Rebecca L Eckardt Chief of Wealth Management Operations Boise, Idaho 14 Aug 2023