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CIK: 0001624050
Total reported value
$56.1M
$56.1M
7 檔
247.1%
During the Q3 2024 filing period, University of Maryland Foundation, Inc. (CIK: 0001624050) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $56.1M across 7 reported positions.
During Q3 2024, University of Maryland Foundation, Inc.'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 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 39.01% | +36.15% | NEW | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 28.82% | — | — | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 16.18% | — | — | |
| 4 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 12.32% | — | — | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.96% | -50.98% | — | |
| 6 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 1.39% | -39.17% | — | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.32% | — | — |
According to official SEC Form 13F filings, University of Maryland Foundation, Inc. reported a total U.S. public equity portfolio value of $56.1M across 7 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, ITOT, VBR) accounted for 247.1% of total reported equity market value during Q3 2024.
During Q3 2024, University of Maryland Foundation, Inc.'s top holdings by market value included VTI (39.0%)、ITOT (28.8%)、VBR (16.2%). The largest single position, VTI, represented 39.0% of total portfolio value.
In Q3 2024, University of Maryland Foundation, Inc. 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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