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CIK: 0001353198
Total reported value
$379.5M
$379.5M
4 檔
67.9%
During the Q1 2024 filing period, Cabot-Wellington, LLC (CIK: 0001353198) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $379.5M across 4 reported positions.
During Q1 2024, Cabot-Wellington, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 74.93% | +1.27% | -0.69% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 23.14% | -1.48% | -1.45% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 1.85% | +0.02% | — | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.08% | -0.02% | — |
According to official SEC Form 13F filings, Cabot-Wellington, LLC reported a total U.S. public equity portfolio value of $379.5M across 4 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IEFA, VB) accounted for 67.9% of total reported equity market value during Q1 2024.
During Q1 2024, Cabot-Wellington, LLC's top holdings by market value included VTI (74.9%)、IEFA (23.1%)、VB (1.9%). The largest single position, VTI, represented 74.9% of total portfolio value.
In Q1 2024, Cabot-Wellington, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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