Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2010 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 45 | Q2 2024 | 27.4% |
VANGUARD INDEX FDS | 45 | Q2 2024 | 26.0% |
VANGUARD BD INDEX FDS | 45 | Q2 2024 | 17.4% |
VANGUARD TAX-MANAGED INTL FD | 45 | Q2 2024 | 8.7% |
3M CO | 45 | Q2 2024 | 7.0% |
VANGUARD INDEX FDS | 45 | Q2 2024 | 5.9% |
VANGUARD INDEX FDS | 45 | Q2 2024 | 4.9% |
VANGUARD INDEX FDS | 45 | Q2 2024 | 4.4% |
VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 3.7% |
WISDOMTREE TRUST | 45 | Q2 2024 | 3.0% |
View Carlson Capital Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-11 |
13F-HR | 2024-04-12 |
13F-HR | 2024-01-16 |
13F-HR | 2023-11-21 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-17 |
13F-HR | 2023-02-03 |
13F-HR | 2022-11-15 |
13F-HR | 2022-07-18 |
13F-HR | 2022-05-24 |
View Carlson Capital Management'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.