| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -359,506 | -100.0% | -11.31% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -700,928 | -100.0% | -16.31% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -95,774 | -100.0% | -20.11% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -503,429 | -100.0% | -52.28% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 16 | Q3 2023 | 52.3% |
| ISHARES INC | 16 | Q3 2023 | 48.5% |
| ISHARES TR | 16 | Q3 2023 | 43.2% |
| ISHARES TR | 10 | Q3 2023 | 35.1% |
| ISHARES TR | 4 | Q3 2020 | 14.7% |
| CLOVER HEALTH INVESTMENTS CO | 4 | Q2 2022 | 0.5% |
| ISHARES TR | 1 | Q1 2020 | 19.4% |
| ISHARES TR | 1 | Q1 2020 | 9.4% |
| PALANTIR TECHNOLOGIES INC | 1 | Q1 2021 | 0.5% |
View University of Massachusetts Foundation, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-10 |
| 13F-HR/A | 2023-02-13 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-10 |
View University of Massachusetts 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.