Wind River Trust Co - Q4 2022 holdings

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$209 Million is the total value of Wind River Trust Co's 9 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
VT SellVANGUARD INTL EQUITY INDEX Ftt wrld st etf$45,382,914
+8.7%
526,545
-0.6%
21.72%
-2.9%
IWD  ISHARES TRrus 1000 val etf$38,418,253
+11.5%
253,3350.0%18.38%
-0.4%
SPY BuySDPR S&P 500 ETF TRtr unit$38,311,455
+24.0%
100,179
+15.8%
18.33%
+10.8%
IWV SellISHARES TRrussell 3000 etf$27,517,031
+6.5%
124,692
-0.1%
13.17%
-4.8%
VEA  VANGUARD TAX-MANAGED FDSvan ftse dev mkt$26,151,465
+15.4%
623,0990.0%12.52%
+3.1%
VTI  VANGUARD INDEX FDStotal stk mkt$15,953,085
+6.5%
83,4410.0%7.63%
-4.8%
ACWI  ISHARES TRmsci acwi etf$11,106,208
+9.1%
130,8460.0%5.32%
-2.6%
VUG  VANGUARD INDEX FDSgrowth etf$4,721,665
-0.4%
22,1560.0%2.26%
-11.0%
IEFA  ISHARES TRcore msci eafe$1,398,735
+17.0%
22,6920.0%0.67%
+4.5%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-01-26
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INTL EQUITY INDEX F44Q3 202335.0%
VANGUARD TAX-MANAGED INTL FD44Q3 202328.1%
SPDR S&P 500 ETF TR44Q3 202318.7%
ISHARES TR41Q3 202321.3%
ISHARES TR40Q3 202314.2%
VANGUARD INDEX FDS39Q3 202313.0%
VANGUARD SCOTTSDALE FDS30Q4 202117.7%
VANGUARD BD INDEX FD INC23Q2 20184.1%
ISHARES TR20Q3 20236.9%
ISHARES TR20Q3 202312.8%

View Wind River Trust Co's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-22
13F-HR2024-02-01
13F-HR2023-11-13
13F-HR2023-07-13
13F-HR2023-05-02
13F-HR2023-01-26
13F-HR2022-10-26
13F-HR2022-07-27
13F-HR2022-04-21
13F-HR2022-01-18

View Wind River Trust Co's complete filings history.

All filings

View complete filings history.

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