| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 7 | Q2 2024 | 24.0% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 16.5% |
| SPDR S&P 500 ETF TR | 7 | Q2 2024 | 13.9% |
| SSGA ACTIVE ETF TR | 7 | Q2 2024 | 10.1% |
| EXXON MOBIL CORP | 7 | Q2 2024 | 5.9% |
| SPDR SER TR | 7 | Q2 2024 | 5.1% |
| SPDR SER TR | 7 | Q2 2024 | 4.9% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.5% |
| SPDR INDEX SHS FDS | 7 | Q2 2024 | 3.0% |
| SPDR SER TR | 7 | Q2 2024 | 2.4% |
View Tilson Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-06 |
View Tilson Financial Group, Inc.'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.