Gleason Group, Inc.
Q2 2025 13F Holdings
- Locationprospect, KY
- Num holdings
205
- Value ($000)
$922,950
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | COM | 922908363 | $201.62M | 22 % | 354,949 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | COM | 922908769 | $125.12M | 14 % | 411,678 | ||
VXF VANGUARD EXTENDED MARKET ETF | COM | 922908652 | $113.90M | 12 % | 591,032 | ||
VANGUARD TOTAL INTERNATIONAL STOCK ETF | COM | 921909768 | $77.31M | 8 % | 1,118,929 | ||
VUG VANGUARD GROWTH ETF | COM | 922908736 | $61.91M | 7 % | 141,219 | ||
VTV VANGUARD VALUE ETF | COM | 922908744 | $60.52M | 7 % | 342,437 | ||
SCHX SCHWAB U.S. LARGE-CAP ETF | COM | 808524201 | $31.27M | 3 % | 1,279,519 | ||
VTES VANGUARD SHORT-TERM TAX EXEMPT BD ETF | COM | 921935870 | $30.88M | 3 % | 305,954 | ||
VANGUARD TAX-EXEMPT BOND ETF | COM | 922907746 | $30.43M | 3 % | 620,673 | ||
VANGUARD INTERMEDIATE-TERM TREASURY ETF | COM | 92206C706 | $24.28M | 3 % | 405,898 |
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