American Trust

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Lexington, KY
CIK
0001905128
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 281 1,197,090 VOO, DGRO, IDA, BIV 13F-HR 6/11/2024 000190512824000004
Q4 2023 285 1,354,071 VOO, DGRO, IDA, BIV 13F-HR 2/21/2024 000190512824000003
Q3 2023 286 1,291,410 VOO, DGRO, IDA, BIV 13F-HR 11/15/2023 000190512823000004
Q2 2023 418 1,442,004 VOO, BIV, VO, ITOT 13F-HR 8/14/2023 000190512823000003
Q1 2023 434 1,441,958 VOO, BIV, VO, DGRO 13F-HR 5/22/2023 000190512823000002
Q4 2022 434 1,076,833 DGRO, SCHX, HYG, IJH 13F-HR 2/16/2023 000190512823000001
Q3 2022 415 1,186,206 VOO, BIV, SCHX, HYG 13F-HR 12/2/2022 000190512822000006
Q2 2022 440 1,248,434 VOO, BIV, SCHX, DGRO 13F-HR 10/3/2022 000190512822000005
Q1 2022 500 1,490,146 VOO, SCHX, BIV, DGRO 13F-HR 6/8/2022 000190512822000004
Q4 2021 369 1,310,311 VOO, SCHX, BIV, DGRO 13F-HR 3/17/2022 000190512822000003