| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VT | Exit | VANGUARD INTL EQUITY INDEX FHStt wrld st etf | $0 | – | -3,786 | -100.0% | -0.42% | – |
| CRBN | Exit | ISHARES TRmsci lw crb tg | $0 | – | -10,000 | -100.0% | -1.80% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -4 | -100.0% | -2.54% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -91,176 | -100.0% | -17.40% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX FHSftse pacific etf | $0 | – | -355,846 | -100.0% | -28.48% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -194,208 | -100.0% | -49.36% | – |
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.