Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 16.1% |
ISHARES TR | 11 | Q2 2024 | 14.9% |
VANGUARD CHARLOTTE FDS | 11 | Q2 2024 | 9.8% |
ISHARES TR | 11 | Q2 2024 | 6.5% |
VANGUARD SPECIALIZED FUNDS | 11 | Q2 2024 | 8.9% |
VANGUARD SCOTTSDALE FDS | 11 | Q2 2024 | 7.2% |
VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 3.7% |
DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 4.1% |
ISHARES TR | 11 | Q2 2024 | 7.9% |
SPDR S&P 500 ETF TR | 11 | Q2 2024 | 3.6% |
View Helen Stephens Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-24 |
13F-HR | 2024-07-10 |
13F-HR | 2024-04-17 |
13F-HR | 2024-01-16 |
13F-HR | 2023-10-30 |
13F-HR | 2023-08-04 |
13F-HR | 2023-04-18 |
13F-HR | 2023-02-14 |
13F-HR | 2022-10-11 |
13F-HR | 2022-07-26 |
View Helen Stephens Group, 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.