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Smithfield Trust Co

SEC CIK
0001019754
Latest filing
Aug 5, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
1,107
+37 vs. Q2 2021
Portfolio value
$1.51B
+$4.76M (+0.3%) vs. Q2 2021
Filed
Nov 12, 2021
SEC
Holdings of Smithfield Trust Co in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Short-Term Bond ETF921937827ETF2,706,320$221.7M14.6%−163,707−5.7%Reduced–
Vanguard S&P 500 ETF922908363ETF366,445$144.5M9.5%+9,362+2.6%Added–
Vanguard Total Bond Market ETF921937835ETF1,102,930$94.2M6.2%−27,296−2.4%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF252,953$59.8M4.0%−511−0.2%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF241,528$52.7M3.5%+3,071+1.3%Added–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF802,484$52.6M3.5%+18,881+2.4%Added–
iShares Tr46432F859CORE 1 5 YR USD979,148$50.0M3.3%+565,141+136.5%Added–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF544,900$44.1M2.9%+24,756+4.8%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF838,222$42.0M2.8%+40,451+5.1%Added–
Vanguard High Dividend Yield Index ETF921946406ETF341,132$35.2M2.3%−10,013−2.9%Reduced–
iShares Core S&P 500 ETF464287200ETF78,651$33.9M2.2%−303−0.4%Reduced–
Vanguard Intermediate-Term Bond ETF921937819ETF352,200$31.5M2.1%−16,073−4.4%Reduced–
MSFTMicrosoft CorpStock97,135$27.4M1.8%−510−0.5%ReducedHistory
AAPLApple Inc.Stock189,058$26.8M1.8%+1,566+0.8%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD438,140$24.0M1.6%−13,421−3.0%Reduced–
PPGPPG Industries IncStock120,136$17.2M1.1%+100+0.1%AddedHistory
JNJJohnson & JohnsonStock91,822$14.8M1.0%−380.0%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF135,238$14.8M1.0%−1,243−0.9%Reduced–
iShares Core MSCI Europe ETF46434V738ETF214,277$12.0M0.8%−110.0%Reduced–
iShares Russell 2000 ETF464287655ETF53,786$11.8M0.8%−1,326−2.4%Reduced–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS183,031$11.2M0.7%+5,687+3.2%Added–
iShares Core S&P Mid-Cap ETF464287507ETF39,418$10.4M0.7%−1,079−2.7%Reduced–
CHDNChurchill Downs IncCOM43,064$10.3M0.7%−52−0.1%ReducedHistory
iShares U S ETF Tr46431W507SHOR DURA BD ETF205,170$10.3M0.7%−9,955−4.6%Reduced–
iShares Tr464288687PFD AND INCM SEC262,466$10.2M0.7%−1,376−0.5%Reduced–
PGProcter & Gamble CoStock69,686$9.75M0.6%−191−0.3%ReducedHistory
iShares Tr46434V696CORE MSCI PAC144,786$9.70M0.6%+2,058+1.4%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF148,994$9.21M0.6%+1,069+0.7%Added–
PEPPepsiCo IncStock57,626$8.71M0.6%−564−1.0%ReducedHistory
BRK.BBerkshire Hathaway IncStock30,446$8.31M0.5%−27−0.1%ReducedHistory
BRK.ABerkshire Hathaway IncCL A20$8.22M0.5%00.0%UnchangedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF75,438$7.69M0.5%−610−0.8%Reduced–
AMZNAmazon Com IncStock2,228$7.32M0.5%+17+0.8%AddedHistory
SPDR Series Trust78468R739ST NUVE TERM ETF136,328$6.74M0.4%−3,529−2.5%Reduced–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD79,652$6.57M0.4%−980−1.2%Reduced–
GOOGAlphabet Inc.Stock2,375$6.33M0.4%−6−0.3%ReducedHistory
ORCLOracle CorpStock70,999$6.19M0.4%−1,355−1.9%ReducedHistory
GOOGLAlphabet Inc.Stock2,220$5.94M0.4%−10.0%ReducedHistory
MCDMcDonalds CorpStock24,583$5.92M0.4%−203−0.8%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF13,519$5.80M0.4%+68+0.5%AddedHistory
iShares Core High Dividend ETF46429B663ETF60,427$5.70M0.4%+1,040+1.8%Added–
BNYBank of New York Mellon CorpStock109,650$5.68M0.4%+6,000+5.8%AddedHistory
iShares S&P 500 Value ETF464287408ETF35,703$5.19M0.3%+1,647+4.8%Added–
JPMJPMorgan Chase & CoStock31,683$5.19M0.3%+3,210+11.3%AddedHistory
iShares Select Dividend ETF464287168ETF45,126$5.18M0.3%−3,745−7.7%Reduced–
iShares Tr46429B655FLTG RATE NT ETF90,011$4.58M0.3%−3,832−4.1%Reduced–
Schwab US Dividend Equity ETF808524797ETF61,398$4.56M0.3%−2,104−3.3%Reduced–
PFEPfizer IncStock105,211$4.52M0.3%+1,250+1.2%AddedHistory
PNCPNC Financial Services Group, Inc.Stock22,517$4.42M0.3%−17−0.1%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF59,625$4.41M0.3%+8,264+16.1%Added–
XOMExxonMobil Holdings CorpCOM72,841$4.28M0.3%+3,835+5.6%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF83,784$4.22M0.3%+1,150+1.4%Added–
INTCIntel CorpStock79,074$4.22M0.3%+6,430+8.9%AddedHistory
NSCNorfolk Southern CorpStock17,535$4.19M0.3%−29−0.2%ReducedHistory
DISWalt Disney CoStock24,706$4.18M0.3%+726+3.0%AddedHistory
ABTAbbott LaboratoriesStock33,480$3.96M0.3%+926+2.8%AddedHistory
NKENIKE, Inc.Stock26,454$3.84M0.3%+493+1.9%AddedHistory
NEENextera Energy IncStock48,042$3.77M0.2%+3,832+8.7%AddedHistory
VVisa Inc.Stock16,896$3.75M0.2%+19+0.1%AddedHistory
ProShares Tr74347G861ULTRAPRO SHT QQQ434,185$3.75M0.2%−146,000−25.2%Reduced–
UNPUnion Pacific CorpStock19,015$3.73M0.2%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock33,204$3.58M0.2%−208−0.6%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF16,114$3.58M0.2%−62−0.4%Reduced–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF30,853$3.41M0.2%−1,606−4.9%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF29,411$3.38M0.2%+537+1.9%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF55,275$3.36M0.2%−94−0.2%Reduced–
HDHome Depot, Inc.Stock10,190$3.34M0.2%−124−1.2%ReducedHistory
CMCSAComcast CorpStock57,230$3.21M0.2%−59−0.1%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF62,433$3.15M0.2%−939−1.5%Reduced–
TMOThermo Fisher Scientific Inc.Stock5,237$3.00M0.2%−203−3.7%ReducedHistory
VZVerizon Communications IncStock53,960$2.92M0.2%+1,398+2.7%AddedHistory
MAMastercard IncStock8,348$2.90M0.2%−11−0.1%ReducedHistory
ADPAutomatic Data Processing IncStock14,191$2.83M0.2%−24−0.2%ReducedHistory
IBMInternational Business Machines CorpStock19,967$2.77M0.2%+97+0.5%AddedHistory
METAMeta Platforms, Inc.Stock7,963$2.70M0.2%−6−0.1%ReducedHistory
Direxion Shs ETF Tr25460E232DAILY SM CP BEAR83,800$2.58M0.2%+12,100+16.9%Added–
HONHoneywell International IncCOM11,978$2.54M0.2%−18−0.2%ReducedHistory
iShares Inc464286608MSCI EURZONE ETF52,244$2.51M0.2%+755+1.5%Added–
MMM3M CoStock14,258$2.50M0.2%−237−1.6%ReducedHistory
AMATApplied Materials IncStock19,330$2.49M0.2%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock9,125$2.38M0.2%−698−7.1%ReducedHistory
CSCOCisco Systems, Inc.Stock43,156$2.35M0.2%+74+0.2%AddedHistory
WMTWalmart Inc.Stock16,200$2.26M0.1%−401−2.4%ReducedHistory
MRKMerck & Co., Inc.Stock29,829$2.25M0.1%−500−1.6%ReducedHistory
TXNTexas Instruments IncStock11,332$2.19M0.1%00.0%UnchangedHistory
BACBank of America CorpStock50,569$2.15M0.1%+3,300+7.0%AddedHistory
ACNAccenture plcStock6,534$2.09M0.1%−347−5.0%ReducedHistory
UNHUnitedHealth Group IncStock5,331$2.08M0.1%+39+0.7%AddedHistory
CVXChevron CorpStock20,413$2.07M0.1%+192+0.9%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF6,747$1.96M0.1%00.0%Unchanged–
LLYEli Lilly & CoStock8,299$1.91M0.1%00.0%UnchangedHistory
HSYHershey CoCOM10,913$1.85M0.1%00.0%UnchangedHistory
iShares Tr464287630RUS 2000 VAL ETF10,727$1.72M0.1%−704−6.2%Reduced–
LOWLowes Companies IncStock8,329$1.68M0.1%−47−0.6%ReducedHistory
WSBCWesbanco IncCOM49,152$1.68M0.1%−500−1.0%ReducedHistory
AMTAmerican Tower CorpREIT6,263$1.66M0.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock2,825$1.63M0.1%−7−0.2%ReducedHistory
iShares MSCI Eafe ETF464287465ETF20,537$1.60M0.1%+977+5.0%Added–
LINLinde PLCSHS5,445$1.59M0.1%−25−0.5%ReducedHistory
DEDeere & CoStock4,604$1.54M0.1%00.0%UnchangedHistory

Sold out since Q2 2021 (13)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Smithfield Trust Co sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
GEGeneral Electric CoCOM128,611$1.73M0.1%History
VXXBarclays Bank PLCETF5,050$149.0K<0.1%History
DBRGDigitalBridge Group, Inc.CL A COM14,750$117.0K<0.1%History
ZENZendesk, Inc.COM672$97.0K<0.1%History
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF1,356$85.0K<0.1%–
TPRTapestry, Inc.COM1,925$84.0K<0.1%History
ALXNAlexion Pharmaceuticals, Inc.COM183$34.0K<0.1%History
MRVLMarvell Technology, Inc.COM335$20.0K<0.1%History
JDJD.com, Inc.SPON ADS CL A156$12.0K<0.1%History
Beachbody Company, Inc.073463101COM CL A938$10.0K<0.1%–
AQNAlgonquin Power & Utilities Corp.COM544$8.00K<0.1%History
MXIMMaxim Integrated Products IncCOM70$7.00K<0.1%History
TKRTimken CoCOM65$5.00K<0.1%History