University OF Maryland Foundation is based out of Adelphi. Their last reported 13F filing for Q4 2023 included $96,357,000 in managed 13F securities
and a top 10 holdings concentration of 100.0%. University OF Maryland Foundation's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 194,208. Whalewisdom has at least 17 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VBR VANGUARD SMALL-CAP V | 3.81% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VTI VANGUARD TOTAL STOCK | 47.81% |
VPL VANGUARD PACIFIC STO | 26.6% |
VBR VANGUARD SMALL-CAP V | 21.21% |
BRK.A Berkshire Hathaway I | 2.25% |
CRBN iShares MSCI ACWI Lo | 1.72% |
2023-12-31
13F Activity
Market Value | $96.4m, Prior: $83.6m |
New Purchases | 0 stocks |
Added To | 1 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 0 stocks |
Top 10 Holdings % | 100% |
Turnover %[1] | 0% |
Turnover Alt %[2] | 0% |
Time Held Top 20 | 14.1667 quarters |
Time Held Top 10 | 14.1667 quarters |
Time Held All | 14.17 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