| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE S&P 500 (MKT) | 19 | Q2 2024 | 29.1% |
| ISHARES CORE S&P MID-CAP (MKT) | 19 | Q2 2024 | 9.2% |
| FLEXSHARES GLOBAL QUALITY | 19 | Q2 2024 | 11.2% |
| WISDOMTREE EM MKTS EX-STT OWND | 19 | Q2 2024 | 9.8% |
| ISHARES CORE S&P SMALL-CAP (MKT) | 19 | Q2 2024 | 5.8% |
| VANGUARD INTERMEDIATE-TERM BOND | 19 | Q2 2024 | 16.3% |
| SPDR S&P 500 (MKT) | 19 | Q2 2024 | 0.5% |
| ISHARES MSCI EAFE (MKT) | 19 | Q2 2024 | 0.5% |
| MICROSOFT CORP | 19 | Q2 2024 | 0.3% |
| VANGUARD EMERGING MARKETS STOCK | 19 | Q2 2024 | 0.3% |
View ESL Trust Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-09 |
View ESL Trust Services, 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.