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CIK: 0001633391
Total reported value
$55.2M
$55.2M
4 檔
521.2%
As reported in its official Q1 2025 Form 13F filing, Diana Davis Spencer Foundation's tracked investment portfolio stood at $55.2M with 4 total positions.
In Q1 2025, Diana Davis Spencer Foundation displayed an active expansion posture, initiating 1 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 41.04% | — | — | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 37.94% | — | — | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 12.16% | — | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.87% | -13.55% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | -2.7% | — | Unchanged |
| 2 | BND | Vanguard Total Bond Market | -2.7% | — | Unchanged |
| 3 | VCLT | Vanguard Long-term CORP Bond | -3.5% | — | Unchanged |
| 4 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
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 Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BND, BIV, VCLT) accounted for 521.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $25.5M
During Q1 2025, Diana Davis Spencer Foundation's top holdings by market value included BND (41.0%)、BIV (37.9%)、VCLT (12.2%). The largest single position, BND, represented 41.0% of total portfolio value.
In Q1 2025, Diana Davis Spencer Foundation made 1 total portfolio adjustments, initiating 1 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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