Fund HoldingsShelter Ins Retirement Plan

Total Portfolio Value
$100.69M
Total Bought
$147.4K
Total Sold
$0
Net Transaction
+$147.4K
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR80,06180,061052,29759,95759.55%+7,660
ISHARES INC
CORE MSCI EMKT
148,902148,902010,38612,33512.25%+1,949
ISHARES TR
CORE MSCI EAFE
224,262224,262020,30221,65921.51%+1,357
BOOKING HOLDINGS INC(BKNG)60015,000+14,4002,5262,6742.66%+147
MARKEL GROUP INC(MKL)60060001,1481,1721.16%+23
CONSTELLATION BRANDS INC(STZ)5,3005,30007957370.73%-58
OTIS WORLDWIDE CORP(OTIS)16,00016,00001,2331,1461.14%-88
HASBRO INC(HAS)12,20012,20001,1421,0081.00%-134
Page 1 of 1