$134 Thousand is the total value of Trustees of the Smith College's 5 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AGG | Buy | ISHARES TRcore us aggbd et | $59,011 | +26.6% | 592,240 | +23.2% | 44.10% | +122.0% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $11,451 | +1.7% | 137,903 | +1.0% | 8.56% | +78.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-21
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.