Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 19 | Q2 2024 | 23.8% |
VANGUARD EXTENDED MARKET ETF | 19 | Q2 2024 | 12.8% |
VANGUARD TOTAL STOCK MARKET ETF | 19 | Q2 2024 | 14.0% |
VANGUARD GROWTH ETF | 19 | Q2 2024 | 9.2% |
VANGUARD VALUE ETF | 19 | Q2 2024 | 10.1% |
VANGUARD TOTAL INTERNATIONAL STOCK ETF | 19 | Q2 2024 | 8.4% |
ISHARES TR CORE S&P TTL STK | 19 | Q2 2024 | 6.5% |
ISHARES TR CORE MSCI TOTAL | 19 | Q2 2024 | 4.1% |
SCHWAB U.S. LARGE-CAP ETF | 19 | Q2 2024 | 5.9% |
VANGUARD FTSE EMERGING MARKETS ETF | 19 | Q2 2024 | 2.8% |
View Gleason Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-18 |
13F-HR | 2024-07-12 |
13F-HR | 2024-04-12 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-12 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-14 |
13F-HR | 2023-01-11 |
13F-HR | 2022-10-11 |
13F-HR | 2022-07-13 |
View Gleason Group, 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.