Ebor Charitable Trust is based out of Jackson. Their last reported 13F filing for Q4 2023 included $45,702,557 in managed 13F securities
and a top 10 holdings concentration of 100.0%. Ebor Charitable Trust's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 104,269. Whalewisdom has at least 17 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
HAUD iShares Currency Hed | 10.45% |
EEM iShares MSCI Emergin | 8.9% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VTI VANGUARD TOTAL STOCK | 54.12% |
VEA VANGUARD DEVELOPED M | 26.52% |
HAUD iShares Currency Hed | 10.45% |
EEM iShares MSCI Emergin | 8.9% |
2023-12-31
13F Activity
Market Value | $45.7m, Prior: $33.2m |
New Purchases | 2 stocks |
Added To | 0 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 0 stocks |
Top 10 Holdings % | 100% |
Turnover %[1] | 50% |
Turnover Alt %[2] | 0% |
Time Held Top 20 | 8 quarters |
Time Held Top 10 | 8 quarters |
Time Held All | 8 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31