University of Maryland Foundation, Inc. - Q3 2023 holdings

$83.6 Thousand is the total value of University of Maryland Foundation, Inc.'s 6 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .

 Value Shares↓ Weighting
VTI  VANGUARD INDEX FDStotal stk mkt$41,252
-3.6%
194,2080.0%49.36%
+12.6%
VPL  VANGUARD INTL EQUITY INDEX FHSftse pacific etf$23,799
-4.1%
355,8460.0%28.48%
+12.0%
VBR  VANGUARD INDEX FDSsm cp val etf$14,542
-3.6%
91,1760.0%17.40%
+12.5%
BRKA SellBERKSHIRE HATHAWAY INC DELcl a$2,126
-83.6%
4
-84.0%
2.54%
-80.8%
CRBN  ISHARES TRmsci lw crb tg$1,502
-4.0%
10,0000.0%1.80%
+12.1%
VT  VANGUARD INTL EQUITY INDEX FHStt wrld st etf$353
-3.8%
3,7860.0%0.42%
+12.2%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-10-31
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS16Q3 202358.1%
BERKSHIRE HATHAWAY INC DEL16Q3 202327.0%
VANGUARD INTL EQUITY INDEX FHS16Q3 202325.8%
ISHARES TR16Q3 20233.2%
VANGUARD INTL EQUITY INDEX FHS14Q3 202329.8%
VANGUARD INDEX FDS7Q3 202317.4%
VANGUARD BD INDEX FD INC2Q1 202029.5%
VANGUARD INTL EQUITY INDEX F2Q1 20203.2%
VANGUARD TAX MANAGED INTL FD2Q1 20202.3%
INVESCO EXCHNG TRADED FD TR1Q4 201932.4%

View University of Maryland Foundation, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-31
13F-HR2023-10-31
13F-HR2023-07-28
13F-HR2023-05-05
13F-HR2023-02-06
13F-HR2022-11-02
13F-HR2022-08-01
13F-HR2022-05-03
13F-HR2022-01-28
13F-HR2021-11-03

View University of Maryland Foundation, Inc.'s complete filings history.

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