| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
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.