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CIK: 0001802874
Total reported value
—
$198.6M
4 檔
100.0%
During the Q2 2025 filing period, University of Massachusetts Foundation, Inc. (CIK: 0001802874) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $198.6M across 4 reported positions.
In Q2 2025, University of Massachusetts Foundation, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 37.15% | — | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 26.55% | — | +2.43% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 21.19% | — | — | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 15.11% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.4% | +2.43% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 3 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | — | Unchanged |
| 4 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | — | Unchanged |
According to official SEC Form 13F filings, University of Massachusetts Foundation, Inc. reported a total U.S. public equity portfolio value of $198.6M across 4 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IVV, IEMG) accounted for 100.0% of total reported equity market value during Q2 2025.
During Q2 2025, University of Massachusetts Foundation, Inc.'s top holdings by market value included VTI (37.1%)、IVV (26.6%)、IEMG (21.2%). The largest single position, VTI, represented 37.1% of total portfolio value.
In Q2 2025, University of Massachusetts Foundation, Inc. made 1 total portfolio adjustments, initiating 0 new buys, adding to 1 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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