GG

Gleason Group, Inc.

13F
Gleason Group, Inc.
Last update 2025-01-14 196 Stocks (7 new)
Value $569.00 Mil Turnover 10 %
Countries:
Top Holdings: VOO(23.43%)VTI(13.52%)VXF(13.39%)VUG(7.67%)VTV(7.59%)
Summary Stock Picks Current Portfolio
Gleason Group, Inc. Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
247,411
133,307.3
+4.67%
23.430
+1.05%
0.020
+2.97%
+1.98%
554,303.7
 
VTI 		Vanguard Total Stock Market ETF
265,422
76,921.9
+3.53%
13.520
+0.46%
0.020
+3.26%
+2.20%
450,346.0
 
VXF 		Vanguard Extended Market Index ETF
400,993
76,180.6
+7.04%
13.390
+0.88%
0.370
+5.68%
+3.92%
21,122.1
 
VUG 		Vanguard Growth ETF
106,388
43,666.1
+0.74%
7.670
+0.06%
0.030
+6.86%
+1.33%
144,991.9
 
VTV 		Vanguard Value ETF
255,009
43,173.0
+3.94%
7.590
+0.29%
0.030
-1.06%
+3.18%
132,554.0
 
VXUS 		Vanguard Total International Stock
708,019
41,723.6
+8.87%
7.330
+0.60%
0.050
-4.47%
+0.97%
78,661.0
 
SCHX 		Schwab U.S. Large-Cap ETF
1,409,140
32,663.9
+206.16%
5.740
+3.87%
0.060
+3.47%
+2.29%
52,705.0
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
152,080
19,560.5
-0.34%
3.440
-0.01%
0.030
+3.31%
+2.22%
65,620.9
 
SCHF 		Schwab International Equity ETF
472,833
8,747.4
+109.41%
1.540
+0.80%
0.020
-4.25%
+1.68%
40,697.3
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
240,253
6,695.9
+299.93%
1.180
+0.88%
0.020
+7.16%
+1.51%
38,026.0
 

Gleason Group, Inc.'s Historical Top Holdings Breakdowns

Gleason Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX 		Schwab U.S. Large-Cap ETF2024-12-31Add
+3.87%
●
22.39 ($23.32) 24.15
$23.71
1.67%
Add 206.16%
1,409,140
948,870
VXF 		Vanguard Extended Market Index ETF2023-06-30Add
+2.41%
●
132.93 ($139.8) 148.83
$197.42
41.22%
Add 26.83%
294,719
62,353
VXF 		Vanguard Extended Market Index ETF2023-03-31Add
+1.56%
●
131.67 ($141.5) 152.53
$197.42
39.52%
Add 20.08%
232,366
38,857
VXF 		Vanguard Extended Market Index ETF2024-09-30Add
+1.33%
●
163.98 ($174.83) 182.92
$197.42
12.92%
Add 11.89%
374,608
39,809
VTI 		Vanguard Total Stock Market ETF2023-06-30Add
+1.23%
●
199.99 ($207.79) 220.28
$296.20
42.55%
Add 11.64%
206,249
21,507
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+1.11%
●
496.64 ($516.09) 527.7
$549.46
6.47%
Add 5.11%
236,374
11,488
VOO 		Vanguard S&P 500 ETF2024-12-31Add
+1.05%
●
521.84 ($541.94) 558.82
$549.46
1.39%
Add 4.67%
247,411
11,037
SCHM 		Schwab U.S. Mid-Cap ETF2023-06-30Reduce
-1.04%
●
65.01 ($67.36) 71.03
$28.82
-57.21%
Reduce -54.24%
44,889
-53,205
VOO 		Vanguard S&P 500 ETF2023-03-31Add
+0.93%
●
347.23 ($365.38) 381.37
$549.46
50.38%
Add 4.54%
199,428
8,654
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-12-31Add
+0.88%
●
25.71 ($27.37) 29.1
$28.29
3.36%
Add 299.93%
240,253
180,179

Gleason Group, Inc. Total Holding History ($B)

To

Gleason Group, Inc.'s Asset Allocation

To

Gleason Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Gleason Group, Inc.'s Hypothetical Growth since 2024-12-31

Gleason Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Gleason Group, Inc.'s Holdings Heat Map

Size field:

Gleason Group, Inc.'s Holdings Bubble Chart

Gleason Group, Inc. News

  • 1

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