Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INTL EQUITY INDEX F | 30 | Q3 2020 | 17.1% |
VANGUARD SPECIALIZED PORTFOL | 30 | Q3 2020 | 13.3% |
VANGUARD TOTAL BOND MARKET ETF | 30 | Q3 2020 | 14.3% |
VANGUARD INDEX FDS | 30 | Q3 2020 | 9.4% |
VANGUARD WORLD FDS | 30 | Q3 2020 | 5.5% |
SCHWAB U.S. BROAD MARKET ETF | 30 | Q3 2020 | 5.3% |
ISHARES TR | 30 | Q3 2020 | 4.2% |
ISHARES TR | 30 | Q3 2020 | 3.0% |
VANGUARD WHITEHALL FDS INC | 30 | Q3 2020 | 2.8% |
SELECT SECTOR SPDR TR | 30 | Q3 2020 | 3.3% |
View Stearns Financial Services Group's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-10-30 |
13F-HR | 2020-08-14 |
13F-HR | 2020-05-14 |
13F-HR | 2020-02-14 |
13F-HR | 2019-11-14 |
13F-HR | 2019-08-14 |
13F-HR | 2019-05-15 |
13F-HR | 2019-02-14 |
13F-HR | 2018-11-14 |
13F-HR | 2018-08-10 |
View Stearns Financial Services Group'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.