| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P 500 | 8 | Q3 2023 | 14.9% |
| ISHARES CORE DIVIDEND GROWTH | 8 | Q3 2023 | 7.6% |
| VANGUARD INTERMED TERM BOND ETF | 8 | Q3 2023 | 6.5% |
| SCHWAB US LARGE CAP | 8 | Q3 2023 | 6.7% |
| VANGUARD FTSE DEVELOPED MARKETS | 8 | Q3 2023 | 4.5% |
| VANGUARD MID CAP ETF | 8 | Q3 2023 | 4.6% |
| VANGUARD SMALL CAP ETF | 8 | Q3 2023 | 4.3% |
| ISHARES CORE S&P MID-CAP ETF | 8 | Q3 2023 | 4.6% |
| VANGUARD INTERMEDIATE TERM GOVE | 8 | Q3 2023 | 2.9% |
| VANGUARD DIVIDEND APPRECIATION | 8 | Q3 2023 | 2.4% |
View American Trust's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-21 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-22 |
| 13F-HR | 2023-02-16 |
| 13F-HR | 2022-12-02 |
| 13F-HR | 2022-10-03 |
| 13F-HR | 2022-06-08 |
| 13F-HR | 2022-03-17 |
View American Trust'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.