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CIK: 0001997453
Total reported value
$58.5M
$58.5M
3 檔
636.0%
The Q4 2024 SEC filing reveals that Chan Zuckerberg Initiative, LLC held a total portfolio value of $58.5M, covering 3 public equity positions.
During Q4 2024, Chan Zuckerberg Initiative, 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 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 60.16% | — | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 20.94% | — | — | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 18.90% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +1.2% | — | Unchanged |
| 2 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | — | Unchanged |
| 3 | VGK | Vanguard Ftse Europe ETF | -1% | — | Unchanged |
According to official SEC Form 13F filings, Chan Zuckerberg Initiative, LLC reported a total U.S. public equity portfolio value of $58.5M across 3 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VGK, IEFA, VTV) accounted for 636.0% of total reported equity market value during Q4 2024.
During Q4 2024, Chan Zuckerberg Initiative, LLC's top holdings by market value included VGK (60.2%)、IEFA (20.9%)、VTV (18.9%). The largest single position, VGK, represented 60.2% of total portfolio value.
In Q4 2024, Chan Zuckerberg Initiative, 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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