STEPH & CO
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationmarinette, WI
- CIK0000941519
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
274 | $296.25M | JAVA, VOO, JGRO, IWR | 13F-HR | Jan 14, 2025 | 000094151925000001 | ||
294 | $314.24M | VOO, JAVA, JGRO, IWR | 13F-HR | Oct 15, 2024 | 000094151924000007 | ||
262 | $293.33M | VOO, JAVA, JGRO, IWR | 13F-HR | Jul 30, 2024 | 000094151924000005 | ||
279 | $290.50M | VOO, JAVA, JGRO, IWR | 13F-HR | Apr 12, 2024 | 000094151924000004 | ||
241 | $203.35M | VOO, GUNR, IWR, VTI | 13F-HR | Jan 31, 2024 | 000094151924000003 | ||
293 | $179.02M | VOO, GUNR, IWR, VTI | 13F-HR | Oct 26, 2023 | 000094151923000006 | ||
240 | $183.10M | VOO, GUNR, IWR, VTI | 13F-HR | Jul 14, 2023 | 000094151923000005 | ||
236 | $161.18M | VOO, IWR, VTI, VB | 13F-HR | Apr 18, 2023 | 000094151923000004 | ||
244 | $159.00K | VOO, IWR, VTI, VB | 13F-HR | Jan 26, 2023 | 000094151923000001 | ||
231 | $143.38M | VOO, IWR, VTI, VB | 13F-HR | Oct 11, 2022 | 000094151922000006 | ||
231 | $163.85M | VOO, VTI, IWR, MUNI | 13F-HR | Jul 13, 2022 | 000094151922000005 | ||
293 | $168.08M | VOO, VTI, IWR, BOND | 13F-HR | Apr 15, 2022 | 000094151922000003 | ||
301 | $173.00M | VOO, VTI, IWR, MUNI | 13F-HR | Jan 24, 2022 | 000094151922000002 | ||
269 | $156.37M | VOO, IWR, VTI, MUNI | 13F-HR | Oct 22, 2021 | 000094151921000005 | ||
236 | $154.13M | VOO, IWR, VTI, VANGUARD MUN BD FDS | 13F-HR | Jul 27, 2021 | 000094151921000004 | ||
233 | $144.11M | VOO, IWR, VTI, MUNI | 13F-HR | Apr 16, 2021 | 000094151921000003 | ||
233 | $131.13M | VOO, VTI, IWR, VANGUARD MUN BD FDS | 13F-HR | Jan 29, 2021 | 000094151921000001 | ||
226 | $106.99M | VOO, VTI, IWR, VANGUARD MUN BD FDS | 13F-HR | Oct 27, 2020 | 000094151920000010 | ||
235 | $100.35M | VOO, VTI, IWR, VANGUARD MUN BD FDS | 13F-HR | Jul 15, 2020 | 000094151920000009 | ||
253 | $87.87M | VOO, VTI, IWR, VANGUARD MUN BD FDS | 13F-HR | Apr 14, 2020 | 000094151920000008 | ||
256 | $117.39M | VOO, IWR, IVV, VANGUARD MUN BD FDS | 13F-HR | Feb 24, 2020 | 000094151920000007 |