$410 Million is the total value of Trustees of the Smith College's 8 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $128,330,000 | +834.0% | 680,363 | +1027.4% | 31.31% | +519.9% |
IEFA | Buy | ISHARES TRcore msci eafe | $67,302,000 | +144.3% | 1,143,623 | +188.5% | 16.42% | +62.1% |
IEMG | Buy | ISHARES TRcore msci emkt | $28,451,000 | +125.8% | 579,927 | +155.7% | 6.94% | +49.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-07
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 7 | Q3 2023 | 57.5% |
VANGUARD INDEX FDS | 7 | Q3 2023 | 46.2% |
ISHARES TR | 7 | Q3 2023 | 20.6% |
VANGUARD INDEX FDS | 7 | Q3 2023 | 12.1% |
ISHARES TR | 7 | Q3 2023 | 8.5% |
VANGUARD SCOTTSDALE FDS | 3 | Q3 2022 | 31.7% |
VANGUARD INDEX FDS | 3 | Q3 2022 | 17.0% |
VANGUARD SCOTTSDALE FDS | 3 | Q3 2022 | 9.5% |
View Trustees of the Smith College's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-13 |
13F-HR | 2023-11-02 |
13F-HR | 2023-07-31 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-31 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-07 |
13F-HR | 2022-05-03 |
View Trustees of the Smith College'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.