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CIK: 0001904607
Total reported value
$18.3M
$18.3M
2 檔
141.5%
During the Q1 2024 filing period, Trustees of the Smith College (CIK: 0001904607) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $18.3M across 2 reported positions.
During Q1 2024, Trustees of the Smith 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 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 51.99% | — | -19.72% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-Other | 48.01% | — | +0.86% |
According to official SEC Form 13F filings, Trustees of the Smith College reported a total U.S. public equity portfolio value of $18.3M across 2 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, VNQ) accounted for 141.5% of total reported equity market value during Q1 2024.
During Q1 2024, Trustees of the Smith College's top holdings by market value included AGG (52.0%)、VNQ (48.0%). The largest single position, AGG, represented 52.0% of total portfolio value.
In Q1 2024, Trustees of the Smith 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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