Notify me when Shelter Ins Retirement Plan files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 8 | $92,540,828 | $0 | $0 | $0 | IVV, IEFA, IEMG, BKNG, OTIS | 13F-HR | 13 Feb 2026, 12:09 |
| Q3 2025 | 8 | $90,469,141 | $0 | $0 | $0 | IVV, IEFA, IEMG, BKNG, OTIS | 13F-HR | 31 Oct 2025, 10:14 |
| Q2 2025 | 8 | $85,388,942 | $0 | $0 | $0 | IVV, IEFA, IEMG, BKNG, OTIS | 13F-HR | 29 Jul 2025, 15:01 |
| Q1 2025 | 8 | $77,247,882 | $0 | $0 | $0 | IVV, IEFA, IEMG, BKNG, OTIS | 13F-HR | 22 Apr 2025, 16:02 |
| Q4 2024 | 8 | $78,019,056 | $0 | $0 | $0 | IVV, IEFA, IEMG, BKNG, OTIS | 13F-HR | 07 Feb 2025, 16:05 |
| Q3 2024 | 8 | $80,784,902 | $0 | $0 | $0 | IVV, IEFA, IEMG, BKNG, OTIS | 13F-HR | 08 Nov 2024, 15:51 |
| Q2 2024 | 8 | $75,012,637 | $0 | $0 | $0 | IVV, IEFA, IEMG, BKNG, OTIS | Restatement | 13 Aug 2024, 13:20 |
| Q1 2024 | 8 | $73,226,347 | $0 | -$37,758,116 | -$37,758,116 | IVV, IEFA, IEMG, BKNG, OTIS | 13F-HR | 06 May 2024, 12:56 |
| Q4 2023 | 8 | $102,781,580 | $0 | -$10,261,747 | -$10,261,747 | IVV, IEFA, IEMG, BKNG, OTIS | 13F-HR | 31 Jan 2024, 15:46 |
| Q3 2023 | 8 | $103,045,442 | $0 | $0 | $0 | IVV, IEFA, IEMG, BKNG, STZ | 13F-HR | 02 Nov 2023, 17:43 |
| Q2 2023 | 8 | $106,779,115 | $0 | -$10,455,191 | -$10,455,191 | IVV, IEFA, IEMG, BKNG, OTIS | 13F-HR | 01 Aug 2023, 16:43 |
| Q1 2023 | 8 | $110,969,000 | $0 | -$10,244,714 | -$10,244,714 | IVV, IEFA, IEMG, BKNG, OTIS | 13F-HR | 18 Apr 2023, 10:48 |
| Q4 2022 | 8 | $113,269,000 | $0 | -$39,225,062 | -$39,225,062 | IVV, IEFA, IEMG, OTIS, STZ | 13F-HR | 20 Jan 2023, 14:44 |
| Q3 2022 | 8 | $138,937,000 | $0 | $0 | $0 | IVV, IEFA, IEMG, STZ, OTIS | 13F-HR | 14 Oct 2022, 17:17 |
| Q2 2022 | 8 | $150,502,000 | $0 | $0 | $0 | IVV, IEFA, IEMG, STZ, OTIS | 13F-HR | 12 Jul 2022, 17:31 |
| Q1 2022 | 8 | $177,820,000 | $0 | $0 | $0 | IVV, IEFA, IEMG, BKNG, OTIS | 13F-HR | 16 May 2022, 16:57 |
| Q4 2021 | 8 | $188,596,000 | $0 | $0 | $0 | IVV, IEFA, IEMG, BKNG, OTIS | 13F-HR | 02 Feb 2022, 10:39 |
| Q3 2021 | 8 | $177,760,000 | +$5,689,813 | $0 | +$5,689,813 | IVV, IEFA, IEMG, BKNG, OTIS | 13F-HR | 08 Oct 2021, 15:42 |
| Q2 2021 | 8 | $174,028,000 | +$168,302,000 | -$190,021,000 | -$21,719,000 | IVV, IEFA, IEMG, BKNG, OTIS | 13F-HR | 02 Aug 2021, 14:32 |
| Q1 2021 | 8 | $195,579,000 | $0 | -$6,152,105 | -$6,152,105 | USMV, EFAV, EEMV, BKNG, STZ | 13F-HR | 22 Apr 2021, 12:21 |
| Q4 2020 | 8 | $199,043,000 | $0 | -$4,427,979 | -$4,427,979 | USMV, EFAV, EEMV, BKNG, STZ | 13F-HR | 10 Feb 2021, 17:10 |
| Q3 2020 | 8 | $189,224,000 | $0 | $0 | $0 | USMV, EFAV, EEMV, BKNG, HAS | 13F-HR | 10 Nov 2020, 15:52 |
| Q2 2020 | 8 | $180,674,000 | +$3,706,000 | -$3,783,312 | -$77,312 | USMV, EFAV, EEMV, BKNG, STZ | 13F-HR | 24 Jul 2020, 11:54 |
| Q1 2020 | 4 | $164,001,000 | +$6,207,199 | $0 | +$6,207,199 | USMV, EFAV, EEMV, MKL | 13F-HR | 12 May 2020, 13:07 |
| Q4 2019 | 3 | $191,564,000 | $0 | -$8,531,377 | -$8,531,377 | USMV, EFAV, EEMV | 13F-HR | 07 Feb 2020, 17:32 |
| Q3 2019 | 4 | $195,903,000 | +$190,412,000 | -$193,266,000 | -$2,854,000 | USMV, EFAV, EEMV, VANGUARD TSM IDX INST | 13F-HR | 21 Nov 2019, 12:53 |
| Q2 2019 | 44 | $198,723,000 | $0 | $0 | $0 | V, VANGUARD TOT I S INS, WMT, ORCL, UNP | 13F-HR | 01 Aug 2019, 16:25 |
| Q1 2019 | 44 | $193,931,000 | +$606,000 | -$4,834,193 | -$4,228,193 | VANGUARD TOT INT ST IDX-INST, V, ORCL, UNP, WMT | 13F-HR | 22 Apr 2019, 15:54 |
| Q4 2018 | 45 | $178,348,000 | +$3,861,000 | -$18,805,629 | -$14,944,629 | VANGUARD TOT INT ST IDX-INST, BRKA, WMT, V, ORCL | 13F-HR | 13 Feb 2019, 16:38 |
| Q3 2018 | 45 | $216,309,000 | $0 | -$5,237,141 | -$5,237,141 | VANGUARD TOT INT ST IDX-INST, LOW, V, BRKA, UNP | 13F-HR | 26 Oct 2018, 16:43 |
| Q2 2018 | 45 | $208,359,000 | +$21,171,000 | -$27,929,748 | -$6,758,748 | VANGUARD TOT INT ST IDX-INST, V, BRKA, WMT, LOW | 13F-HR | 23 Jul 2018, 12:19 |
| Q1 2018 | 41 | $215,214,000 | +$1,007,287 | -$6,262,118 | -$5,254,831 | INTC, BRKA, WMT, V, ORCL | 13F-HR | 25 Apr 2018, 13:20 |
| Q4 2017 | 41 | $226,963,000 | +$762,445 | -$5,512,400 | -$4,749,955 | BRKA, WMT, CAT, ORCL, INTC | 13F-HR | 12 Jan 2018, 10:58 |
| Q3 2017 | 41 | $214,709,000 | +$7,442,288 | -$13,193,751 | -$5,751,463 | BRKA, ORCL, V, CAT, WMT | 13F-HR | 03 Nov 2017, 17:17 |
| Q2 2017 | 40 | $213,295,000 | +$1,017,016 | -$17,464,843 | -$16,447,827 | BRKA, ORCL, PM, V, WMT | 13F-HR | 08 Aug 2017, 14:00 |
| Q1 2017 | 42 | $225,051,000 | +$1,432,440 | -$4,179,333 | -$2,746,893 | ORCL, BRKA, WMT, PEP, IBM | 13F-HR | 14 Apr 2017, 17:02 |
| Q4 2016 | 41 | $220,621,000 | +$70,033 | $0 | +$70,033 | BRKA, UNP, ORCL, XOM, WMT | 13F-HR | 17 Jan 2017, 15:30 |
| Q3 2016 | 41 | $219,280,000 | +$2,462,042 | -$5,297,406 | -$2,835,364 | BRKA, ORCL, WMT, UNP, XOM | 13F-HR | 14 Nov 2016, 12:50 |
| Q2 2016 | 41 | $219,189,000 | +$70,035 | -$4,224,844 | -$4,154,809 | UNP, ORCL, BRKA, WMT, XOM | 13F-HR | 27 Jul 2016, 16:53 |
| Q1 2016 | 42 | $215,623,000 | +$12,083,766 | -$14,336,856 | -$2,253,090 | BRKA, ORCL, UNP, WMT, XOM | 13F-HR | 13 May 2016, 11:37 |
| Q4 2015 | 41 | $211,031,000 | +$950,587 | -$173,000 | +$777,587 | PEP, BRKA, UNP, ORCL, V | 13F-HR | 15 Jan 2016, 10:38 |
| Q3 2015 | 42 | $202,375,000 | +$647,250 | -$674,000 | -$26,750 | UNP, PEP, BRKA, ORCL, WMT | 13F-HR | 14 Oct 2015, 13:44 |
| Q2 2015 | 42 | $222,554,000 | +$12,007,893 | $0 | +$12,007,893 | UNP, BRKA, PEP, ORCL, WMT | 13F-HR | 24 Jul 2015, 17:16 |
| Q1 2015 | 40 | $216,433,000 | +$12,112,392 | -$39,496,130 | -$27,383,738 | BRKA, WMT, ORCL, PEP, XOM | 13F-HR | 12 May 2015, 16:17 |
| Q4 2014 | 43 | $255,613,000 | +$58,926 | $0 | +$58,926 | UNP, BRKA, WMT, ORCL, PEP | 13F-HR | 30 Jan 2015, 12:43 |
| Q3 2014 | 43 | $244,922,000 | +$7,763,558 | -$8,448,000 | -$684,442 | UNP, BRKA, PEP, WMT, XOM | 13F-HR | 13 Nov 2014, 16:41 |
| Q2 2014 | 44 | $246,927,000 | +$7,063,131 | -$6,403,000 | +$660,131 | UNP, SLB, XOM, BRKA, ORCL | 13F-HR | 22 Jul 2014, 14:09 |
| Q1 2014 | 47 | $241,478,000 | +$1,596,021 | -$13,318,270 | -$11,722,249 | UNP, ORCL, WMT, XOM, BRKA | 13F-HR | 02 May 2014, 11:00 |
| Q4 2013 | 47 | $252,581,000 | $0 | $0 | $0 | UNP, XOM, WMT, ORCL, BRKA | 13F-HR | 21 Jan 2014, 14:53 |