Gleason Group, Inc.

Q4 2024 13F Holdings

  • Location
    prospect, KY
  • Num holdings

    196

  • Value ($000)

    $569,001

  • Date Filed
    01/13/2025
  • Form type
    13F-HR
  • CIK
    0001822632
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

COM
922908363
$133.31M
23 %

247,411

VTI
VTI

VANGUARD TOTAL STOCK MARKET ETF

COM
922908769
$76.92M
14 %

265,422

VXF
VXF

VANGUARD EXTENDED MARKET ETF

COM
922908652
$76.18M
13 %

400,993

VUG
VUG

VANGUARD GROWTH ETF

COM
922908736
$43.67M
8 %

106,388

VTV
VTV

VANGUARD VALUE ETF

COM
922908744
$43.17M
8 %

255,009

---

VANGUARD TOTAL INTERNATIONAL STOCK ETF

COM
921909768
$41.72M
7 %

708,019

SCHX
SCHX

SCHWAB U.S. LARGE-CAP ETF

COM
808524201
$32.66M
6 %

1,409,140

ITOT
ITOT

ISHARES TR CORE S&P TTL STK

COM
464287150
$19.56M
3 %

152,080

SCHF
SCHF

SCHWAB INTERNATIONAL EQUITY ETF

COM
808524805
$8.75M
2 %

472,833

SCHG
SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

COM
808524300
$6.70M
1 %

240,253

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