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CIK: 0001633391
Total reported value
$55.2M
$55.2M
3 檔
471.5%
At the close of Q1 2024, Diana Davis Spencer Foundation disclosed equity holdings valued at approximately $55.2M, spread across 3 reported holdings.
During Q1 2024, Diana Davis Spencer Foundation'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 | BND | Vanguard Total Bond Market | ETF-Other | 44.86% | — | — | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 41.29% | — | — | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 13.85% | — | — |
According to official SEC Form 13F filings, Diana Davis Spencer Foundation reported a total U.S. public equity portfolio value of $55.2M across 3 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BND, BIV, VCLT) accounted for 471.5% of total reported equity market value during Q1 2024.
During Q1 2024, Diana Davis Spencer Foundation's top holdings by market value included BND (44.9%)、BIV (41.3%)、VCLT (13.8%). The largest single position, BND, represented 44.9% of total portfolio value.
In Q1 2024, Diana Davis Spencer Foundation 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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