$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% | 194,208 | 0.0% | 49.36% | +12.6% | |
VPL | VANGUARD INTL EQUITY INDEX FHSftse pacific etf | $23,799 | -4.1% | 355,846 | 0.0% | 28.48% | +12.0% | |
VBR | VANGUARD INDEX FDSsm cp val etf | $14,542 | -3.6% | 91,176 | 0.0% | 17.40% | +12.5% | |
BRKA | Sell | BERKSHIRE 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% | 10,000 | 0.0% | 1.80% | +12.1% | |
VT | VANGUARD INTL EQUITY INDEX FHStt wrld st etf | $353 | -3.8% | 3,786 | 0.0% | 0.42% | +12.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-31
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 16 | Q3 2023 | 58.1% |
BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 27.0% |
VANGUARD INTL EQUITY INDEX FHS | 16 | Q3 2023 | 25.8% |
ISHARES TR | 16 | Q3 2023 | 3.2% |
VANGUARD INTL EQUITY INDEX FHS | 14 | Q3 2023 | 29.8% |
VANGUARD INDEX FDS | 7 | Q3 2023 | 17.4% |
VANGUARD BD INDEX FD INC | 2 | Q1 2020 | 29.5% |
VANGUARD INTL EQUITY INDEX F | 2 | Q1 2020 | 3.2% |
VANGUARD TAX MANAGED INTL FD | 2 | Q1 2020 | 2.3% |
INVESCO EXCHNG TRADED FD TR | 1 | Q4 2019 | 32.4% |
View University of Maryland Foundation, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-31 |
13F-HR | 2023-10-31 |
13F-HR | 2023-07-28 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-02 |
13F-HR | 2022-08-01 |
13F-HR | 2022-05-03 |
13F-HR | 2022-01-28 |
13F-HR | 2021-11-03 |
View University of Maryland Foundation, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.