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CIK: 0001802837
Total reported value
$49.4M
$49.4M
4 檔
100.0%
According to the latest 13F quarterly dataset, Ebor Charitable Trust managed an equity portfolio of $49.4M at the end of Q3 2024, spanning 4 distinct U.S. exchange-listed positions.
During Q3 2024, Ebor Charitable Trust'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 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 56.09% | +2.62% | -1.57% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 24.24% | -1.52% | +2.59% | |
| 3 | ✓ | Blackrock, Inc. | Stock-Other | 10.80% | -0.53% | +1.13% | |
| 4 | ✓ | Stock-Other | 8.88% | -0.56% | +1.93% |
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 Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, Blackrock, Inc.) accounted for 100.0% of total reported equity market value during Q3 2024.
During Q3 2024, Ebor Charitable Trust's top holdings by market value included VTI (56.1%)、VEA (24.2%)、Blackrock, Inc. (10.8%). The largest single position, VTI, represented 56.1% of total portfolio value.
In Q3 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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