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CIK: 0001657703
Total reported value
$296.1M
$296.1M
9 檔
69.8%
At the close of Q1 2025, Wind River Trust Co disclosed equity holdings valued at approximately $296.1M, spread across 9 reported holdings.
In Q1 2025, Wind River Trust Co displayed an active expansion posture, initiating 9 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VT, IWD, IWV) accounted for 69.8% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 34.16% | +0.30% | -7.34% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 19.51% | -1.68% | -4.58% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-Other | 16.99% | -0.94% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.31% | -0.18% | — | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 5.73% | -0.01% | -5.58% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.62% | -0.02% | -25.68% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.03% | +0.16% | -4.91% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.95% | +0.08% | -33.66% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | — | NEW | New buy |
| 2 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 3 | IWV | Ishares Russell 3000 ETF | — | NEW | New buy |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 5 | ACWI | Ishares Msci Acwi ETF | — | NEW | New buy |
| 6 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 7 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 8 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 9 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Wind River Trust Co reported a total U.S. public equity portfolio value of $296.1M across 9 disclosed positions in Q1 2025.
During Q1 2025, Wind River Trust Co's top holdings by market value included VT (34.2%)、IWD (19.5%)、IWV (17.0%). The largest single position, VT, represented 34.2% of total portfolio value.
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Top New Position Initiated
VT
市值: $79.6M
In Q1 2025, Wind River Trust Co made 9 total portfolio adjustments, initiating 9 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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