Gleason Group, Inc.
Q1 2025 13F Holdings
- Locationprospect, KY
- Num holdings
190
- Value ($000)
$553,518
- Date Filed04/11/2025
- Form type13F-HR
- CIK0001822632
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | COM | 922908363 | $129.79M | 23 % | 252,563 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | COM | 922908769 | $75.13M | 14 % | 273,361 | ||
VXF VANGUARD EXTENDED MARKET ETF | COM | 922908652 | $70.80M | 13 % | 411,004 | ||
VANGUARD TOTAL INTERNATIONAL STOCK ETF | COM | 921909768 | $45.62M | 8 % | 734,574 | ||
VTV VANGUARD VALUE ETF | COM | 922908744 | $41.21M | 7 % | 238,589 | ||
VUG VANGUARD GROWTH ETF | COM | 922908736 | $36.55M | 7 % | 98,569 | ||
SCHX SCHWAB U.S. LARGE-CAP ETF | COM | 808524201 | $28.83M | 5 % | 1,305,567 | ||
ITOT ISHARES TR CORE S&P TTL STK | COM | 464287150 | $17.99M | 3 % | 147,484 | ||
SCHF SCHWAB INTERNATIONAL EQUITY ETF | COM | 808524805 | $9.02M | 2 % | 456,176 | ||
VWO VANGUARD FTSE EMERGING MARKETS ETF | COM | 922042858 | $6.51M | 1 % | 143,776 |
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