| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJR | Exit | ISHARES TR CORE S&P SCP ETF | $0 | – | -2,960 | -100.0% | -0.08% | – |
| QLTA | Exit | ISHARES TRa rate cp bd etf | $0 | – | -10,000 | -100.0% | -0.13% | – |
| JAGG | Exit | J P MORGAN EXCHANGE TRADED Fbetabuilders us | $0 | – | -10,400 | -100.0% | -0.13% | – |
| TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -5,880 | -100.0% | -0.16% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -10,900 | -100.0% | -0.22% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -32,900 | -100.0% | -0.22% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -10,917 | -100.0% | -0.23% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -11,762 | -100.0% | -0.25% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -48,000 | -100.0% | -0.30% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -3,474 | -100.0% | -0.34% | – |
| HAS | Exit | HASBRO INC | $0 | – | -23,700 | -100.0% | -0.44% | – |
| Exit | BROOKFIELD CORPcl a ltd vt sh | $0 | – | -56,131 | -100.0% | -0.49% | – | |
| MKL | Exit | MARKEL GROUP INC | $0 | – | -1,200 | -100.0% | -0.49% | – |
| MMM | Exit | 3M CO | $0 | – | -23,970 | -100.0% | -0.63% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -32,110 | -100.0% | -0.67% | – |
| IXUS | Exit | ISHARES TR CORE MSCI TOTAL | $0 | – | -40,180 | -100.0% | -0.67% | – |
| OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -31,200 | -100.0% | -0.70% | – |
| BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -38,000 | -100.0% | -0.71% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -10,300 | -100.0% | -0.72% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -53,800 | -100.0% | -0.87% | – |
| BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -1,100 | -100.0% | -0.95% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -81,144 | -100.0% | -1.08% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -29,000 | -100.0% | -1.17% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -26,684 | -100.0% | -1.26% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -82,520 | -100.0% | -1.32% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -97,200 | -100.0% | -1.32% | – |
| PFE | Exit | PFIZER INC | $0 | – | -145,820 | -100.0% | -1.35% | – |
| BAB | Exit | INVESCO EXCH TRADED FD TR IItaxable mun bd | $0 | – | -198,589 | -100.0% | -1.40% | – |
| TGT | Exit | TARGET CORP | $0 | – | -47,590 | -100.0% | -1.47% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -76,583 | -100.0% | -1.49% | – |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -94,680 | -100.0% | -1.50% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -38,491 | -100.0% | -1.51% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -57,660 | -100.0% | -1.51% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -51,085 | -100.0% | -1.58% | – |
| IVV | Exit | ISHARES TR CORE S&P500 ETF | $0 | – | -13,745 | -100.0% | -1.65% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -39,885 | -100.0% | -1.66% | – |
| Exit | SHELL PLCspon ads | $0 | – | -113,750 | -100.0% | -2.04% | – | |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -65,160 | -100.0% | -2.14% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -39,473 | -100.0% | -2.24% | – |
| DE | Exit | DEERE & CO | $0 | – | -22,430 | -100.0% | -2.36% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -41,120 | -100.0% | -2.38% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -57,585 | -100.0% | -2.40% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -82,710 | -100.0% | -2.44% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -39,590 | -100.0% | -2.54% | – |
| CME | Exit | CME GROUP INC | $0 | – | -45,920 | -100.0% | -2.56% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -34,200 | -100.0% | -2.60% | – |
| V | Exit | VISA INC | $0 | – | -40,610 | -100.0% | -2.61% | – |
| VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -39,700 | -100.0% | -2.62% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -27,600 | -100.0% | -2.68% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -95,196 | -100.0% | -2.71% | – |
| Exit | LINDE PLC | $0 | – | -26,440 | -100.0% | -2.75% | – | |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -46,800 | -100.0% | -2.77% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -116,520 | -100.0% | -2.89% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -62,970 | -100.0% | -2.98% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -73,745 | -100.0% | -3.00% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -168,975 | -100.0% | -3.03% | – |
| WMT | Exit | WALMART INC | $0 | – | -68,172 | -100.0% | -3.04% | – |
| USIG | Exit | ISHARES TRusd inv grde etf | $0 | – | -290,980 | -100.0% | -3.90% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -335,723 | -100.0% | -5.01% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -38 | -100.0% | -5.63% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VISA INC/A | 42 | Q3 2023 | 6.7% |
| PEPSICO ORD | 42 | Q3 2023 | 5.5% |
| PROCTER & GAMBLE ORD | 42 | Q3 2023 | 4.8% |
| ORACLE ORD | 42 | Q3 2023 | 4.4% |
| UNION PACIFIC ORD | 42 | Q3 2023 | 4.8% |
| LOWES COS INC | 42 | Q3 2023 | 4.1% |
| VERISK ANALYTICS ORD | 42 | Q3 2023 | 4.4% |
| WAL-MART STORES | 42 | Q3 2023 | 4.6% |
| CME GROUP INC | 42 | Q3 2023 | 4.0% |
| INTERNATIONAL BUSINESS MACHS | 42 | Q3 2023 | 4.1% |
View Shelter Mutual Insurance Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-01 |
View Shelter Mutual Insurance Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.