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CIK: 0001994249
Total reported value
$559.8M
$559.8M
4 檔
48.3%
The Q1 2024 SEC filing reveals that University of Illinois Foundation held a total portfolio value of $559.8M, covering 4 public equity positions.
During Q1 2024, University of Illinois Foundation'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 | 57.57% | -0.67% | EXIT | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 21.91% | +2.68% | NEW | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 14.67% | +2.11% | — | |
| 4 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 5.85% | — | — |
According to official SEC Form 13F filings, University of Illinois Foundation reported a total U.S. public equity portfolio value of $559.8M across 4 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IWM, TLT) accounted for 48.3% of total reported equity market value during Q1 2024.
During Q1 2024, University of Illinois Foundation's top holdings by market value included SPY (57.6%)、IWM (21.9%)、TLT (14.7%). The largest single position, SPY, represented 57.6% of total portfolio value.
In Q1 2024, University of Illinois Foundation 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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