Idaho Trust Co - Portfolio overview

Idaho Trust Co has 111 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Financial Services.

Largest reported holdings by portfolio allocation

1. EFA - ISHARES TR, 11.82%
2. IWM - ISHARES TR, 6.54%
3. BLV - VANGUARD BD INDEX FDS, 6.11%

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

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