| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 3 | Q2 2024 | 10.9% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 10.8% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 9.5% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 8.5% |
| ISHARES TR | 3 | Q2 2024 | 6.5% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 5.0% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 4.5% |
| ISHARES TR | 3 | Q2 2024 | 4.3% |
| APPLE INC | 3 | Q2 2024 | 3.8% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 3.0% |
View Clayton Financial Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-01 |
| N-PX | 2024-07-02 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-14 |
View Clayton Financial 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.