Universe · entity
Gleason Group, Inc.
Institutional manager (13F) · CIK 1822632
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $996M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $212M | 354,998 |
| 2 | VANGUARD TOTAL STOCK MARKET ETF | $138M | 430,220 |
| 3 | VANGUARD EXTENDED MARKET ETF | $131M | 634,181 |
| 4 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $102M | 1,327,474 |
| 5 | VANGUARD VALUE ETF | $69M | 352,714 |
| 6 | VANGUARD GROWTH ETF | $58M | 133,001 |
| 7 | VANGUARD TAX-EXEMPT BOND ETF | $35M | 695,356 |
| 8 | SCHWAB U.S. LARGE-CAP ETF | $32M | 1,256,774 |
| 9 | VANGUARD SHORT-TERM TAX EXEMPT BD ETF | $30M | 299,562 |
| 10 | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $25M | 412,183 |
| 11 | VANGUARD LONG-TERM TREASURY ETF | $20M | 355,720 |
| 12 | ISHARES TR CORE S&P TTL STK | $20M | 137,129 |
| 13 | VANGUARD FTSE EMERGING MARKETS ETF | $16M | 288,377 |
| 14 | SCHWAB INTERNATIONAL EQUITY ETF | $12M | 503,832 |
| 15 | VANGUARD HIGH DIVIDEND YIELD ETF | $9M | 63,323 |
| 16 | VANGUARD DIVIDEND APPRECIATION ETF | $9M | 41,500 |
| 17 | ISHARES TR CORE MSCI TOTAL | $7M | 76,293 |
| 18 | SCHWAB U.S. LARGE-CAP GROWTH ETF | $7M | 224,776 |
| 19 | SCHWAB U.S. MID-CAP ETF | $6M | 185,136 |
| 20 | VANGUARD MID-CAP ETF | $5M | 18,624 |
| 21 | VANGUARD SMALL-CAP ETF | $5M | 19,256 |
| 22 | SCHWAB EMERGING MARKETS EQUITY ETF | $4M | 131,890 |
| 23 | SCHWAB U.S. SMALL-CAP ETF | $4M | 123,836 |
| 24 | JPMORGAN CHASE & COMPANY | $3M | 10,511 |
| 25 | EXXON MOBIL CORPORATION | $3M | 17,346 |
| 26 | SCHWAB U.S. BROAD MARKET ETF | $3M | 107,592 |
| 27 | PROCTER & GAMBLE COMPANY | $3M | 17,707 |
| 28 | CHEVRON CORPORATION | $2M | 10,988 |
| 29 | BANK AMERICA CORPORATION | $2M | 42,499 |
| 30 | CISCO SYSTEMS INCORPORATED | $2M | 23,632 |
| 31 | SOUTHERN COMPANY | $2M | 17,724 |
| 32 | CINTAS CORPORATION | $2M | 10,042 |
| 33 | DEERE & COMPANY | $2M | 2,943 |
| 34 | JOHNSON & JOHNSON | $2M | 6,425 |
| 35 | CATERPILLAR INCORPORATED | $1M | 2,105 |
| 36 | COSTCO WHOLESALE CORPORATION | $1M | 1,346 |
| 37 | COCA COLA COMPANY | $1M | 17,586 |
| 38 | GILEAD SCIENCES INCORPORATED | $1M | 9,273 |
| 39 | ELI LILLY & COMPANY | $1M | 1,343 |
| 40 | WILLIAMS SONOMA INCORPORATED | $1M | 6,760 |
| 41 | ISHARES TR CORE S&P500 ETF | $1M | 1,861 |
| 42 | BHP BILLITON LIMITED SPONSORED ADS | $1M | 15,056 |
| 43 | QUALCOMM INCORPORATED | $1M | 8,504 |
| 44 | CITIGROUP INCORPORATED COM NEW | $1M | 9,484 |
| 45 | TESLA INCORPORATED | $1M | 2,690 |
| 46 | APPLE INCORPORATED | $949k | 3,741 |
| 47 | WALMART INCORPORATED | $923k | 7,425 |
| 48 | MCDONALDS CORPORATION | $727k | 2,339 |
| 49 | SCHWAB STRATEGIC TR MUN BD ETF | $692k | 27,175 |
| 50 | VANGUARD FTSE ALL-WORLD EX-US ETF | $618k | 8,232 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.