$68.9 Million is the total value of University of Maryland Foundation, Inc.'s 5 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 57.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDStotal stk mkt | $36,245,000 | +21.4% | 231,555 | 0.0% | 52.60% | +82.0% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $13,365,000 | -1.7% | 50 | 0.0% | 19.40% | +47.3% | |
| VPL | New | VANGUARD INTL EQUITY INDEX FHSftse pacific etf | $10,810,000 | – | 169,833 | +100.0% | 15.69% | – |
| VT | Sell | VANGUARD INTL EQUITY INDEX FHStt wrld st etf | $7,279,000 | -68.0% | 97,311 | -73.1% | 10.56% | -52.1% |
| CRBN | ISHARES TRmsci lw crb tg | $1,208,000 | +18.1% | 10,000 | 0.0% | 1.75% | +76.9% | |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -70,135 | -100.0% | -2.26% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -97,244 | -100.0% | -3.16% | – |
| BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | -356,518 | -100.0% | -29.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-06
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.