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EBOR CHARITABLE TRUST

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JACKSON WY Trust
13F Summary
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

Portfolio Performance