HoldingsChannel.com
Diversified Trust Co Top Holdings
As of  06/30/2023, below is a summary of the Diversified Trust Co top holdings by largest position size, as per the latest 13f filing made by Diversified Trust Co. In the Diversified Trust Co-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Diversified Trust Co in that top holding, then the share count change between reporting periods, and finally the Diversified Trust Co top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 652,730 -2,788 $265,844
     VOO652,730-2,788$265,844
VANGUARD INTL EQUITY INDEX F (VEU) 3,337,214 -104,154 $181,578
     VEU3,337,214-104,154$181,578
INTL ACADIAN COM 14,049,554 UNCH $154,375
     COM14,049,554UNCH$154,375
INTL CAUSEWAY COM 12,351,501 -286,612 $131,088
     COM12,351,501-286,612$131,088
INTL LAZARD COM 12,094,937 UNCH $128,868
     COM12,094,937UNCH$128,868
INTL VONTOBEL COM 6,492,252 UNCH $100,421
     COM6,492,252UNCH$100,421
APPLE INC 487,614 +29,474 $94,583
     AAPL487,614+29,474$94,583
COCA COLA CONS INC 148,679 -21 $94,563
     COKE148,679-21$94,563
SPDR S&P 500 ETF TR (SPY) 186,207 +5,789 $82,542
     SPY186,207+5,789$82,542
VANGUARD INDEX FDS (VXF) 376,389 -1,799 $56,018
     VXF376,389-1,799$56,018
MICROSOFT CORP 140,351 +9,409 $47,795
     MSFT140,351+9,409$47,795
ISHARES TR (IEFA) 704,447 -21,994 $47,550
     IEFA704,447-21,994$47,550
COCA COLA CO 553,594 +14,865 $33,337
     KO553,594+14,865$33,337
VANGUARD SPECIALIZED FUNDS (VIG) 169,152 -6,697 $27,475
     VIG169,152-6,697$27,475
JOHNSON & JOHNSON 165,142 +24,887 $27,334
     JNJ165,142+24,887$27,334
ALPHABET INC 227,583 -4,223 $27,242
     GOOGL227,583-4,223$27,242
AMAZON COM INC 205,155 +9,276 $26,744
     AMZN205,155+9,276$26,744
VANGUARD INDEX FDS (VTI) 120,482 +8,052 $26,540
     VTI120,482+8,052$26,540
ISHARES TR (IJH) 98,189 +3,361 $25,674
     IJH98,189+3,361$25,674
ISHARES TR (IVV) 50,685 -101 $22,591
     IVV50,685-101$22,591
UNITEDHEALTH GROUP INC 44,305 -371 $21,295
     UNH44,305-371$21,295
ISHARES TR (IWD) 122,670 -2,861 $19,361
     IWD122,670-2,861$19,361
NVIDIA CORPORATION 45,544 +841 $19,266
     NVDA45,544+841$19,266
VISA INC 79,122 -4,305 $18,790
     V79,122-4,305$18,790
VANGUARD SCOTTSDALE FDS (VTHR) 87,952 +31 $17,366
     VTHR87,952+31$17,366
JPMORGAN CHASE & CO 115,256 +7,863 $16,763
     JPM115,256+7,863$16,763
BROADCOM INC 17,108 -453 $14,840
     AVGO17,108-453$14,840
AUTOZONE INC 5,761 +23 $14,364
     AZO5,761+23$14,364
ISHARES TR (AGG) 142,930 +22,903 $14,000
     AGG142,930+22,903$14,000
BERKSHIRE HATHAWAY INC DEL      $13,910
     BRK.B37,755+2,683$12,874
     BRK.A2UNCH$1,036
ISHARES TR (IWM) 72,810 +6,189 $13,635
     IWM72,810+6,189$13,635
META PLATFORMS INC 46,997 -1,339 $13,487
     META46,997-1,339$13,487
HCA HEALTHCARE INC 43,906 +1,611 $13,325
     HCA43,906+1,611$13,325
MERCK & CO INC 104,474 +5,567 $12,055
     MRK104,474+5,567$12,055
ALPHABET INC 98,376 +3,432 $11,901
     GOOG98,376+3,432$11,901
PROCTER AND GAMBLE CO 71,312 -736 $10,821
     PG71,312-736$10,821
PEPSICO INC 56,892 +3,321 $10,538
     PEP56,892+3,321$10,538
ISHARES TR (EFA) 135,386 +2,656 $9,816
     EFA135,386+2,656$9,816
VANGUARD STAR FDS (VXUS) 170,057 -4,195 $9,537
     VXUS170,057-4,195$9,537
LOWES COS INC 42,246 -901 $9,535
     LOW42,246-901$9,535
EXXON MOBIL CORP 88,272 +580 $9,467
     XOM88,272+580$9,467
SERVICENOW INC 16,674 +581 $9,370
     NOW16,674+581$9,370
MASTERCARD INCORPORATED 22,551 +2,593 $8,869
     MA22,551+2,593$8,869
FEDEX CORP 34,557 -1,160 $8,567
     FDX34,557-1,160$8,567
TESLA INC 32,024 +571 $8,383
     TSLA32,024+571$8,383
CHEVRON CORP NEW 51,381 +5,022 $8,085
     CVX51,381+5,022$8,085
AON PLC 23,286 +1,418 $8,038
     AON23,286+1,418$8,038
DEXCOM INC 59,163 +1,283 $7,603
     DXCM59,163+1,283$7,603
AMERISOURCEBERGEN CORP 37,272 +404 $7,172
     ABC37,272+404$7,172
ISHARES TR (IWR) 97,629 +28,276 $7,130
     IWR97,629+28,276$7,130

See Full List: All Stocks Held By Diversified Trust Co
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Diversified Trust Co

Size ($ in 1000's)
At 06/30/2023: $2,739,837
At 03/31/2023: $2,568,485

Diversified Trust Co holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Diversified Trust Co 13F filings. Link to 13F filings: SEC filings

Diversified Trust Co Top Holdings 13F Filings | www.HoldingsChannel.com

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