$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 - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2023 |
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 | 19 | Q2 2024 | 58.1% |
BERKSHIRE HATHAWAY INC DEL | 19 | Q2 2024 | 27.0% |
VANGUARD INTL EQUITY INDEX FHS | 19 | Q2 2024 | 25.8% |
ISHARES TR | 19 | Q2 2024 | 3.2% |
VANGUARD INTL EQUITY INDEX FHS | 17 | Q2 2024 | 29.8% |
VANGUARD INDEX FDS | 10 | Q2 2024 | 22.1% |
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 |
---|---|
N-PX | 2024-09-03 |
13F-HR | 2024-08-06 |
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 |
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.