Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 17 | Q2 2024 | 46.1% |
Schwab US Large Cap ETF | 17 | Q2 2024 | 8.6% |
ISHARES TR | 17 | Q2 2024 | 46.6% |
ISHARES TR | 17 | Q2 2024 | 7.6% |
APPLE INC | 17 | Q2 2024 | 2.6% |
ISHARES TR | 17 | Q2 2024 | 2.4% |
SCHWAB STRATEGIC TR | 17 | Q2 2024 | 1.8% |
MICROSOFT CORP | 17 | Q2 2024 | 0.8% |
BERKSHIRE HATHAWAY INC DEL | 17 | Q2 2024 | 0.6% |
Schwab US Broad Market | 17 | Q2 2024 | 0.6% |
View Grant Street Asset Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-28 |
13F-HR | 2024-08-14 |
13F-HR | 2024-04-30 |
13F-HR | 2024-01-25 |
13F-HR | 2023-12-06 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
View Grant Street Asset Management, Inc.'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.