| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOT BD ETF | 19 | Q2 2024 | 3.7% |
| GOLDMAN SACHS ETF TR | 16 | Q3 2023 | 94.2% |
| VNECK VCTRS:INV GRD FR | 16 | Q2 2024 | 8.0% |
| VNECK VCTRS:FA HI YD BD | 15 | Q2 2024 | 24.7% |
| APPLE ORD | 13 | Q2 2024 | 2.6% |
| MERCK & CO ORD | 13 | Q2 2024 | 1.5% |
| CISCO SYSTEMS ORD | 13 | Q2 2024 | 1.3% |
| JOHNSON & JOHNSON ORD | 13 | Q2 2024 | 1.4% |
| ORACLE ORD | 13 | Q2 2024 | 1.3% |
| INTERNATIONAL BUSINESS MACHINES ORD | 13 | Q2 2024 | 1.3% |
View Deseret Mutual Benefit Administrators's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| New Mountain Guardian III BDC, L.L.C. | February 11, 2022 | 2,240,000 | 2.4% |
View Deseret Mutual Benefit Administrators's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-05 |
View Deseret Mutual Benefit Administrators'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.