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CIK: 0001904607
Total reported value
$18.3M
$18.3M
2 檔
86.0%
As reported in its official Q2 2024 Form 13F filing, Trustees of the Smith College's tracked investment portfolio stood at $18.3M with 2 total positions.
During Q2 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 | VNQ | Vanguard Real Estate ETF | ETF-Other | 76.54% | — | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 23.46% | — | -72.34% |
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 Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VNQ, AGG) accounted for 86.0% of total reported equity market value during Q2 2024.
During Q2 2024, Trustees of the Smith College's top holdings by market value included VNQ (76.5%)、AGG (23.5%). The largest single position, VNQ, represented 76.5% of total portfolio value.
In Q2 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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