$200 Million is the total value of Flagstone Financial Management's 40 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $2,307,237 | – | 97,806 | +100.0% | 1.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 26.0% |
| SPDR SER TR | 4 | Q3 2023 | 10.9% |
| SPDR INDEX SHS FDS | 4 | Q3 2023 | 9.0% |
| SPDR SER TR | 4 | Q3 2023 | 8.3% |
| SPDR SER TR | 4 | Q3 2023 | 7.1% |
| VANGUARD CHARLOTTE FDS | 4 | Q3 2023 | 6.3% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 7.0% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 5.2% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 4.3% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 4.0% |
View Flagstone Financial Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-03-10 |
View Flagstone Financial Management'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.