| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
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.