Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD BD INDEX FDS | 8 | Q3 2023 | 5.9% |
APPLE INC | 8 | Q3 2023 | 3.8% |
MICROSOFT CORP | 8 | Q3 2023 | 3.3% |
SPDR SER TR | 8 | Q3 2023 | 3.1% |
SPDR SER TR | 8 | Q3 2023 | 5.2% |
ISHARES TR | 8 | Q3 2023 | 2.2% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 1.4% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 1.3% |
VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 1.3% |
UNITEDHEALTH GROUP INC | 8 | Q3 2023 | 1.3% |
View Ascent Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-17 |
13F-HR | 2022-11-15 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-10 |
13F-HR | 2022-03-01 |
View Ascent 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.