| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
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.