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CIK: 0001360710
Total reported value
$3.0B
$3.0B
104 檔
50.3%
The Q2 2025 SEC filing reveals that Hirtle & Co., LLC held a total portfolio value of $3.0B, covering 104 public equity positions.
During Q2 2025, Hirtle & Co., LLC'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 SPY, IEFA, IVV) accounted for 50.3% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 24.77% | +1.98% | -0.40% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 11.47% | +0.50% | -0.31% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.21% | +0.86% | +2.12% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.87% | +0.11% | -0.65% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.70% | +0.43% | -27.02% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.68% | +0.69% | -0.57% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.36% | +0.39% | -9.92% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.84% | -3.99% | -4.40% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.53% | +0.54% | +2.57% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.68% | -0.17% | -10.68% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.67% | +0.26% | -2.10% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.54% | +0.27% | +1.85% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.08% | +0.08% | -1.76% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.66% | +0.15% | +0.54% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.20% | +0.01% | -67.26% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-Other | 1.10% | +0.22% | +29.75% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.06% | -1.10% | EXIT | |
| 18 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.98% | -0.98% | -4.49% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.75% | +0.04% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.03% | -0.22% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.61% | -0.27% | -0.18% | |
| 22 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.51% | -0.01% | +9.70% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.51% | +0.07% | -0.41% | |
| 24 | MO | Altria Group Inc | Stock-Consumer Staples | 0.49% | +0.07% | -0.00% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.40% | -0.42% | EXIT | |
| 26 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.32% | +0.02% | +8.51% | |
| 27 | XLB | Ss Materials Select Sector | ETF-Other | 0.31% | -0.32% | EXIT | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.01% | -11.05% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.26% | -0.01% | +52.86% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.25% | +0.02% | +3.89% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.25% | +0.03% | +1.07% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.23% | +0.25% | NEW | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.23% | — | -0.85% | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.22% | -0.09% | +147.17% | |
| 35 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.21% | +0.02% | +5.42% | |
| 36 | CEFA | Global X S&p Cath Val Devel | ETF-Other | 0.21% | — | +13.81% | |
| 37 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.20% | +0.01% | -14.54% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.13% | +0.02% | -0.05% | |
| 39 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.12% | -0.01% | +4.80% | |
| 40 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 0.11% | -0.01% | — | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.11% | — | -33.75% | |
| 42 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.10% | — | -13.44% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.10% | -0.01% | -0.31% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.09% | — | -0.30% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.09% | — | +5.69% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.09% | +0.04% | — | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.09% | — | — | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.08% | -0.01% | — | |
| 49 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.08% | — | -0.40% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.07% | — | -1.13% |
According to official SEC Form 13F filings, Hirtle & Co., LLC reported a total U.S. public equity portfolio value of $3.0B across 104 disclosed positions in Q2 2025.
During Q2 2025, Hirtle & Co., LLC's top holdings by market value included SPY (24.8%)、IEFA (11.5%)、IVV (9.2%). The largest single position, SPY, represented 24.8% of total portfolio value.
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In Q2 2025, Hirtle & Co., LLC 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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