$58.8 Thousand is the total value of Tilson Financial Group, Inc.'s 28 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | DIMENSIONAL ETF TRUSTus large cap val | $2,556 | – | 100,615 | +100.0% | 4.35% | – | |
New | DIMENSIONAL ETF TRUSTglobal real est | $888 | – | 36,425 | +100.0% | 1.51% | – | |
New | DIMENSIONAL ETF TRUSTintl core equity | $621 | – | 25,604 | +100.0% | 1.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-18
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 4 | Q3 2023 | 24.0% |
SPDR S&P 500 ETF TR | 4 | Q3 2023 | 13.9% |
SSGA ACTIVE ETF TR | 4 | Q3 2023 | 10.1% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 8.9% |
EXXON MOBIL CORP | 4 | Q3 2023 | 5.9% |
SPDR SER TR | 4 | Q3 2023 | 5.1% |
SPDR SER TR | 4 | Q3 2023 | 4.9% |
SPDR INDEX SHS FDS | 4 | Q3 2023 | 3.0% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 2.8% |
SPDR SER TR | 4 | Q3 2023 | 2.4% |
View Tilson Financial Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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.