account_balance
Investment manager · 13F filer · SEC CIK 1568069
Idaho Trust Co
Reported value$332Mas of Sep 30, 2026
Positions94 2 new, 6 sold out
Top 10 weight52.7%EFA alone is 10%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
EFAiShares Tr
9.9%Added +16%
VWOVanguard Intl Equity Index F
6.5%Trimmed −10%
VVVanguard Index FDS
5.5%Added +16%
IWMiShares Tr
5.2%Added +4%
VEUVanguard Intl Equity Index F
5.0%Added +19%
BLVVanguard Bd Index FDS
4.8%Added +15%
LQDiShares Tr
4.2%Added +11%
JNKSPDR Series Trust
4.1%Added +4%
EMBiShares Tr
3.8%Added +5%
IJHiShares Tr
3.8%
VTVVanguard Index FDS
3.1%+9%
IWNiShares Tr
3.0%
EFAiShares Tr
9.9%Added +16%
VWOVanguard Intl Equity Index F
6.5%−10%
VVVanguard Index FDS
5.5%+16%
IWMiShares Tr
5.2%+4%
VEUVanguard Intl Equity Index F
5.0%+19%
BLVVanguard Bd Index FDS
4.8%+15%
LQDiShares Tr
4.2%
JNKSPDR Series Trust
4.1%
EMBiShares Tr
3.8%
IJH3.8%
VTV3.1%
IWN3.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EFA iShares Tr 9.9% Added +16%
VWO Vanguard Intl Equity Index F 6.5% Trimmed −10%
VV Vanguard Index FDS 5.5% Added +16%
IWM iShares Tr 5.2% Added +4%
VEU Vanguard Intl Equity Index F 5.0% Added +19%
BLV Vanguard Bd Index FDS 4.8% Added +15%
LQD iShares Tr 4.2% Added +11%
JNK SPDR Series Trust 4.1% Added +4%
EMB iShares Tr 3.8% Added +5%
IJH iShares Tr 3.8% Held
VTV Vanguard Index FDS 3.1% Added +9%
IWN iShares Tr 3.0% Held
What changed
Biggest moves since Jun 30, 2026
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