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CIK: 0001802837
Total reported value
$49.4M
$49.4M
4 檔
93.5%
As reported in its official Q1 2024 Form 13F filing, Ebor Charitable Trust's tracked investment portfolio stood at $49.4M with 4 total positions.
During Q1 2024, Ebor Charitable Trust's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, Blackrock, Inc.) accounted for 93.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 56.42% | +2.62% | -3.83% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 24.12% | -1.52% | -12.26% | |
| 3 | ✓ | Blackrock, Inc. | Stock-Other | 10.72% | -0.53% | +3.37% | |
| 4 | ✓ | Stock-Other | 8.74% | -0.56% | +0.56% |
According to official SEC Form 13F filings, Ebor Charitable Trust reported a total U.S. public equity portfolio value of $49.4M across 4 disclosed positions in Q1 2024.
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During Q1 2024, Ebor Charitable Trust's top holdings by market value included VTI (56.4%)、VEA (24.1%)、Blackrock, Inc. (10.7%). The largest single position, VTI, represented 56.4% of total portfolio value.
In Q1 2024, Ebor Charitable Trust 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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