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CIK: 0001599404
Total reported value
$334.6M
$334.6M
4 檔
150.7%
According to the latest 13F quarterly dataset, Trustees of Dartmouth College managed an equity portfolio of $334.6M at the end of Q1 2024, spanning 4 distinct U.S. exchange-listed positions.
During Q1 2024, Trustees of Dartmouth College'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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 47.80% | -22.92% | EXIT | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 35.51% | -4.64% | -23.66% | |
| 3 | OBDC | Blue Owl Capital Corporation | Stock-Financials | 16.28% | — | — | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.86% | — |
According to official SEC Form 13F filings, Trustees of Dartmouth College reported a total U.S. public equity portfolio value of $334.6M across 4 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, VTV, OBDC) accounted for 150.7% of total reported equity market value during Q1 2024.
During Q1 2024, Trustees of Dartmouth College's top holdings by market value included SPY (47.8%)、VTV (35.5%)、OBDC (16.3%). The largest single position, SPY, represented 47.8% of total portfolio value.
In Q1 2024, Trustees of Dartmouth College 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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