account_balance
Investment manager · 13F filer · SEC CIK 1822632
Gleason Group, Inc.
Reported value$1.13Bas of Sep 30, 2026
Positions441 24 new, 32 sold out
Top 10 weight83.5%VOO alone is 22%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index Funds S&P 500 ETF SHS New
22.2%
VTIVanguard Morningstar Total Stock Market ETF
14.4%
VXFVanguard Extended Market ETF
13.3%
VXUSVanguard Total International Stock ETF
10.3%
VTVVanguard Morningstar Value ETF
6.5%
VUGVanguard Morningstar Growth ETF
5.6%−10%
SCHXSchwab U.S. Large-Cap ETF
3.4%
VTESVanguard Short-Term Tax Exempt Bd ETF
3.1%Added +15%
VTEBVanguard Tax-Exempt Bond ETF
2.7%
ITOTiShares Tr Core S&P TTL STK
2.0%
VGIT1.8%
VGLT
VOOVanguard Index Funds S&P 500 ETF SHS New
22.2%
VTIVanguard Morningstar Total Stock Market ETF
14.4%
VXFVanguard Extended Market ETF
13.3%
VXUSVanguard Total International Stock ETF
10.3%
VTVVanguard Morningstar Value ETF
6.5%
VUGVanguard Morningstar Growth ETF
5.6%
SCHX3.4%
VTES3.1%
VTEB
VGIT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index Funds S&P 500 ETF SHS New 22.2% Held
VTI Vanguard Morningstar Total Stock Market ETF 14.4% Held
VXF Vanguard Extended Market ETF 13.3% Held
VXUS Vanguard Total International Stock ETF 10.3% Held
VTV Vanguard Morningstar Value ETF 6.5% Held
VUG Vanguard Morningstar Growth ETF 5.6% Trimmed −10%
SCHX Schwab U.S. Large-Cap ETF 3.4% Held
VTES Vanguard Short-Term Tax Exempt Bd ETF 3.1% Added +15%
VTEB Vanguard Tax-Exempt Bond ETF 2.7% Trimmed −4%
ITOT iShares Tr Core S&P TTL STK 2.0% Held
VGIT Vanguard Intermediate-Term Treasury ETF 1.8% Trimmed −4%
VGLT Vanguard Long-Term Treasury ETF 1.6% Held
What changed
Biggest moves since Jun 30, 2026
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