8 is the total number of securities DAN L DUNCAN FOUNDATION has owned. The longest DAN L DUNCAN FOUNDATION has owned a single stock is 16 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| IEFA | ISHARES TR | 16 | 16 | 50.10% | 64.06% | 81.73% | Q4 2019 | Q3 2023 | 16 |
| VIG | VANGUARD SPECIALIZED F... | 8 | 8 | 19.41% | 28.14% | 34.91% | Q4 2021 | Q3 2023 | 8 |
| TIP | ISHARES TR | 5 | 2 | 4.63% | 10.25% | 11.86% | Q4 2019 | Q1 2022 | 7 |
| IEF | ISHARES TR | 5 | 5 | 18.27% | 29.02% | 37.15% | Q4 2019 | Q4 2020 | 5 |
| IWM | ISHARES TR | 3 | 3 | 29.88% | 30.36% | 31.12% | Q1 2021 | Q3 2021 | 3 |
| VTIP | VANGUARD MALVERN FDS | 2 | 2 | 7.04% | 9.57% | 12.11% | Q4 2021 | Q1 2022 | 2 |
| LQD | ISHARES TR | 2 | 2 | 6.39% | 6.90% | 7.41% | Q2 2020 | Q3 2020 | 2 |
| IEMG | ISHARES INC | 2 | 2 | 4.34% | 4.51% | 4.67% | Q4 2019 | Q1 2020 | 2 |
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The securities at the top of the list , including ISHARES TR, VANGUARD SPECIALIZED FUNDS, and ISHARES TR, are the highest-conviction holdings of DAN L DUNCAN FOUNDATION.
The conviction is calculated by counting the number of quarters a security has been reported by DAN L DUNCAN FOUNDATION. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that DAN L DUNCAN FOUNDATION owns currently or has owned in the past.