Trust Co of the South - Portfolio overview

Trust Co of the South has 156 reported holdings in this dataset, with the latest filing dated 2026-04-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFAT - DIMENSIONAL U.S. TARGETED VALUE, 20.78%
2. DFAC - DIMENSIONAL U.S. CORE EQUITY 2, 9.92%
3. VOO - VANGUARD S&P 500, 8.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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