$97.5 Thousand is the total value of University of Maryland Foundation, Inc.'s 6 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDStotal stk mkt | $42,780 | +7.9% | 194,208 | 0.0% | 43.86% | +1.5% | |
| VPL | VANGUARD INTL EQUITY INDEX FHSftse pacific etf | $24,810 | +2.8% | 355,846 | 0.0% | 25.43% | -3.3% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $15,081 | +4.2% | 91,176 | 0.0% | 15.46% | -2.0% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $12,945 | +11.2% | 25 | 0.0% | 13.27% | +4.6% | |
| CRBN | ISHARES TRmsci lw crb tg | $1,564 | +5.7% | 10,000 | 0.0% | 1.60% | -0.6% | |
| VT | VANGUARD INTL EQUITY INDEX FHStt wrld st etf | $367 | +5.2% | 3,786 | 0.0% | 0.38% | -1.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-28
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.