$196 Million is the total value of Shelter Ins Retirement Plan's 8 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
USMV | Sell | ISHARES TR MIN VOL | $110,494,000 | -1.4% | 1,597,200 | -3.3% | 56.50% | +0.4% |
EFAV | Sell | ISHARES TR EAFE MIN VL | $59,613,000 | -2.5% | 816,500 | -1.9% | 30.48% | -0.7% |
EEMV | Sell | ISHARES INC EMERG MRKT | $19,914,000 | -3.0% | 315,100 | -6.0% | 10.18% | -1.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-22
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY CL A ORD | 25 | Q2 2019 | 5.2% |
ORACLE ORD | 25 | Q2 2019 | 4.9% |
WAL-MART STORES | 25 | Q2 2019 | 5.0% |
PEPSICO ORD | 25 | Q2 2019 | 5.1% |
EXXON MOBIL ORD | 25 | Q2 2019 | 4.7% |
VISA INC/A | 25 | Q2 2019 | 4.8% |
INTERNATIONAL BUSINESS MACHINES ORD | 25 | Q2 2019 | 4.0% |
CATERPILLAR TRACTOR CO | 25 | Q2 2019 | 4.0% |
PROCTER & GAMBLE ORD | 25 | Q2 2019 | 3.8% |
INTEL ORD | 25 | Q2 2019 | 4.5% |
View Shelter Ins Retirement Plan's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-06 |
13F-HR | 2024-01-31 |
13F-HR | 2023-11-03 |
13F-HR | 2023-08-01 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-13 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-02 |
View Shelter Ins Retirement Plan'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.