Ronald Blue Trust, Inc.
Ronald Blue Trust, Inc. is a US-based investment adviser headquartered in Brentwood, Tennessee. With approximately 275 employees, the firm specializes in wealth management, investment advisory, and fiduciary services primarily for high net worth individuals, families, and nonprofits. The company traces its heritage to Ronald Blue & Co. and is recognized for its Christian values and client-centric approach. Ronald Blue Trust's services include investment management, estate planning, retirement, tax, and philanthropic consulting. Founded in 1979, Ronald Blue Trust has evolved into a comprehensive financial advisory firm serving clients nationwide.
Investment Strategy
Ronald Blue Trust employs a holistic investment management approach focused on diversified portfolios tailored to client goals, risk tolerance, and time horizon. Core holdings include ETFs such as iShares U.S. Stock Market ETF and iShares 7-10 Year Treasury Bond ETF, reflecting a philosophy that balances US and international equities with fixed income. The firm integrates biblically-based principles into investment advice, with an emphasis on stewardship, long-term growth, and legacy planning. Their strategies are designed for both stability and sustainable wealth accumulation, favoring broad asset class exposure and client-specific customization.
Top Holdings
Equity Positions (2,517)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 6.47% | $576.6M | 3,958,928 | $88.91 | $145.65 | +$45.1M |
I IEF | ISHARES TR | 6.45% | $574.2M | 5,952,613 | $95.67 | $96.46 | +$38.6M |
Q QUAL | ISHARES TR | 5.98% | $532.5M | 2,737,919 | $133.43 | $194.50 | +$46.1M |
V VUSE | ETF SER SOLUTIONS | 5.96% | $531.0M | 7,993,987 | $39.54 | $66.42 | +$13.0M |
I IPAC | ISHARES TR | 5.62% | $500.7M | 6,818,292 | $55.99 | $73.43 | +$20.0M |