$330 Million is the total value of Trustees of the Smith College's 8 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $84,152,000 | -1.8% | 1,456,168 | 0.0% | 25.46% | +21.8% | |
| VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $23,855,000 | -4.7% | 409,114 | 0.0% | 7.22% | +18.2% | |
| VOO | VANGUARD INDEX FDS | $18,764,000 | -5.4% | 57,155 | 0.0% | 5.68% | +17.4% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $10,800,000 | -12.0% | 134,713 | 0.0% | 3.27% | +9.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-12
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 | 2024-05-15 |
| 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.