Shelter Ins Retirement Plan - Q4 2022 holdings

$113 Thousand is the total value of Shelter Ins Retirement Plan's 8 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .

 Value Shares↓ Weighting
IVV SellISHARES TR CORE S&P500 ETF$66,379
-99.9%
172,768
-26.6%
58.60%
-3.6%
IEFA SellISHARES TR CORE MSCI EAFE$27,702
-99.9%
449,422
-26.6%
24.46%
+5.3%
IEMG SellISHARES INC CORE MSCI EMKT$13,964
-99.9%
299,021
-26.6%
12.33%
-2.2%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-01-20
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
BERKSHIRE HATHAWAY CL A ORD25Q2 20195.2%
ORACLE ORD25Q2 20194.9%
WAL-MART STORES25Q2 20195.0%
PEPSICO ORD25Q2 20195.1%
EXXON MOBIL ORD25Q2 20194.7%
VISA INC/A25Q2 20194.8%
INTERNATIONAL BUSINESS MACHINES ORD25Q2 20194.0%
CATERPILLAR TRACTOR CO25Q2 20194.0%
PROCTER & GAMBLE ORD25Q2 20193.8%
INTEL ORD25Q2 20194.5%

View Shelter Ins Retirement Plan's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-06
13F-HR2024-01-31
13F-HR2023-11-03
13F-HR2023-08-01
13F-HR2023-04-18
13F-HR2023-01-20
13F-HR2022-10-14
13F-HR2022-07-13
13F-HR2022-05-16
13F-HR2022-02-02

View Shelter Ins Retirement Plan's complete filings history.

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