Shelter Ins Retirement Plan - Portfolio overview

Shelter Ins Retirement Plan has 8 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 58.22%
2. IEFA - ISHARES TR, 22.60%
3. IEMG - ISHARES INC, 11.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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