| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 42 | Q2 2024 | 10.9% |
| Schwab US Large Value ETF | 42 | Q2 2024 | 11.9% |
| Schwab US Large Growth ETF | 42 | Q2 2024 | 8.9% |
| Schwab US Small Cap ETF | 42 | Q2 2024 | 7.9% |
| SPDR Short Term Corp ETF | 42 | Q2 2024 | 5.6% |
| SCHWAB STRATEGIC TR | 42 | Q2 2024 | 4.4% |
| Schw US Brd Mkt Etf | 42 | Q2 2024 | 5.7% |
| ISHARES TR | 42 | Q2 2024 | 4.7% |
| ADOBE SYSTEMS INCORPORATED | 42 | Q2 2024 | 6.2% |
| SCHWAB STRATEGIC TR | 42 | Q2 2024 | 5.8% |
View Gemmer Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-16 |
| N-PX | 2024-07-16 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-22 |
View Gemmer Asset Management LLC'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.