New Covenant Trust Company, N.A. - Portfolio overview
New Covenant Trust Company, N.A. has 102 reported holdings in this dataset, with the latest filing dated 2026-04-17.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- VTI - VANGUARD INDEX FDS, 13.24%
- VXUS - VANGUARD STAR FDS, 8.62%
- BND - VANGUARD BD INDEX FDS, 7.00%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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