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  Name: St. Louis Trust Co
  City: SAINT LOUIS
  State: MO
  Zip: 63105
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $639,941,000
  Total Value Change : $58,946,000
  Securities Held Change : 18
   
All Securities Held : 125
  New Positions : 18
  Closed Positions : 0
  Increased Positions : 50
  Unchanged Positions : 45
  Decreased Positions : 12

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Holdings Found : 12     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 3 - $258.05 $58,023,000 223,251 9.07% -4,810,000 -41,621 0.022    Closed - End Fund - E...
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 6 - $286.17 $39,675,000 138,702 6.2% 3,269,000 -116 0.104    Closed - End Fund - E...
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 8 - $61.75 $21,020,000 338,699 3.28% 526,000 -24,678 0.012    Closed - End Fund - Debt
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 12 - $239.01 $10,448,000 43,578 1.63% 912,000 -135 0.034    Closed - End Fund - E...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 17 - $48.03 $7,632,000 154,991 1.19% 143,000 -3,538 0.011    Closed - End Fund - Debt
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 19 - $297.71 $6,860,000 22,861 1.07% 558,000 -159 0.047    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 35 - $412.05 $3,128,000 7,438 0.49% 238,000 -666 0.001    Property & Casualty I...
   (ACWI)1 Year Chart         ACWI iShares MSCI ACWI Index 37 - $110.18 $3,028,000 27,496 0.47% -42,000 -2,670 0.017    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 76 - $414.74 $858,000 2,040 0.13% 78,000 -35 0    Application Software
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 85 - $136.67 $595,000 4,600 0.09% 23,000 -110 0.001    Paper & Paper Products
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 104 - $79.30 $322,000 4,155 0.05% -157,000 -2,134 0.001    N/A
   (OTIS)1 Year Chart         OTIS Otis Worldwide Corp 106 - $97.10 $298,000 3,000 0.05% 5,000 -277 0.001    N/A
      12 Records Found
  1    
Page 1 of 1
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