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CIK: 0001633391
Total reported value
$55.2M
$55.2M
4 檔
536.4%
In Q3 2024, Diana Davis Spencer Foundation's U.S. equity holdings reached a combined market value of $55.2M, distributed across 4 disclosed stock positions.
During Q3 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 | 40.78% | — | — | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 37.73% | — | — | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 12.64% | — | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.85% | -13.55% | — |
According to official SEC Form 13F filings, Diana Davis Spencer Foundation reported a total U.S. public equity portfolio value of $55.2M across 4 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BND, BIV, VCLT) accounted for 536.4% of total reported equity market value during Q3 2024.
During Q3 2024, Diana Davis Spencer Foundation's top holdings by market value included BND (40.8%)、BIV (37.7%)、VCLT (12.6%). The largest single position, BND, represented 40.8% of total portfolio value.
In Q3 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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