OARSMAN CAPITAL, INC.
Q4 2024 13F Holdings
- Locationmilwaukee, WI
- Num holdings
903
- Value ($000)
$574,039
- Date Filed02/12/2025
- Form type13F-HR
- CIK0001569667
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 78464A409 | $37.38M | 7 % | 425,246 | ||
VTV VANGUARD VALUE ETF | ETF | 922908744 | $34.61M | 6 % | 204,450 | ||
SCHF SCHWAB INTERNATIONAL EQUITY ETF | ETF | 808524805 | $29.37M | 5 % | 1,587,656 | ||
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF | ETF | 46434V613 | $26.39M | 5 % | 583,742 | ||
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | ETF | 464288612 | $24.95M | 4 % | 239,405 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $23.23M | 4 % | 132,566 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $19.17M | 3 % | 32,558 | ||
GOOG ALPHABET INC CAP STK CL C | STOCK | 02079K107 | $15.05M | 3 % | 79,053 | ||
KRE SPDR PORTFOLIO S&P 600 SMALL CAP ETF | ETF | 78468R853 | $13.52M | 2 % | 300,881 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $11.73M | 2 % | 27,828 |
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