$103 Million is the total value of University of Maryland Foundation, Inc.'s 7 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $30,429,000 | +38.5% | 356,518 | +36.1% | 29.47% | +82.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $29,850,000 | -1.2% | 231,555 | +25.4% | 28.91% | +30.2% |
| VT | Buy | VANGUARD INTL EQUITY INDEX FHStt wrld st etf | $22,751,000 | +61.0% | 362,273 | +107.7% | 22.03% | +112.2% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $13,600,000 | -19.9% | 50 | 0.0% | 13.17% | +5.5% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,263,000 | -24.5% | 97,244 | 0.0% | 3.16% | -0.6% | |
| VEA | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $2,338,000 | -24.3% | 70,135 | 0.0% | 2.26% | -0.3% | |
| CRBN | ISHARES TRmsci lw crb tg | $1,023,000 | -20.9% | 10,000 | 0.0% | 0.99% | +4.2% | |
| BKLN | Exit | INVESCO EXCHNG TRADED FD TRsr ln etf | $0 | – | -1,930,634 | -100.0% | -32.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-06
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 | 2024-04-25 |
| 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 |
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.