Uo
| |
University of Maryland Foundation, Inc.13F | |
| University of Maryland Foundation, Inc. | |
| Last update 2025-05-01 | 8 Stocks (0 new) |
| Value $157.00 Mil | Turnover 0 % |
University of Maryland Foundat... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 194,208 | 53,380.0 | 0% | 34.070 | 0% | 0.010 | +16.10% | +7.76% | 478,263.0 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 323,381 | 39,460.0 | 0% | 25.180 | 0% | 0.060 | +16.29% | +7.88% | 72,996.2 | ||
VBR | Vanguard Small Cap Value ETF | 208,177 | 38,780.0 | 0% | 24.750 | 0% | 0.140 | +12.57% | +2.09% | 28,859.7 | ||
VPL | Vanguard FTSE Pacific ETF | 221,527 | 16,050.0 | 0% | 10.240 | 0% | 0.240 | +12.55% | +18.38% | 8,033.2 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 64,572 | 3,490.0 | -81.43% | 2.230 | -8.30% | 0.000 | +14.37% | +18.15% | 100,206.8 | ||
BRK.A | Berkshire Hathaway Inc | 4 | 3,190.0 | 0% | 2.040 | 0% | 0.000 | -8.96% | +6.58% | 1,039,421.7 | Insurance | |
CRBN |
iShares MSCI ACWI Low Carbon Target ETF
iShares MSCI ACWI Low Carbon Target ETF
| 10,000 | 1,910.0 | 0% | 1.220 | 0% | 0.200 | +13.80% | +11.77% | 1,038.6 | ||
VT | Vanguard Total World Stock ETF | 3,786 | 440.0 | 0% | 0.280 | 0% | 0.000 | +14.27% | +12.10% | 46,405.8 |
University of Maryland Foundation, Inc.'s Historical Top Holdings Breakdowns
University of Maryland Foundation, Inc.'s Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-03-31 | Reduce Reduce | -8.30% | 50.83 ($53.83) 55.94 | $61.70 | 14.62% | Reduce -81.43% | 64,572 | -283,134 | |
VBR | Vanguard Small Cap Value ETF | 2024-12-31 | Add Add | +10.53% | 197.36 ($205.38) 217.3 | $202.32 | -1.49% | Add 83.3% | 208,177 | 94,607 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2024-12-31 | New Buy New Buy | +10.19% | 52.22 ($55.34) 58.91 | $61.70 | 11.49% | New holding | 347,706 | 347,706 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2024-09-30 | New Buy New Buy | +28.82% | 113.41 ($121.07) 125.62 | $138.75 | 14.60% | New holding | 323,381 | 323,381 | |
VPL | Vanguard FTSE Pacific ETF | 2024-06-30 | Reduce Reduce | -9.81% | 71.43 ($73.93) 75.61 | $84.10 | 13.76% | Reduce -37.75% | 221,527 | -134,319 | |
VBR | Vanguard Small Cap Value ETF | 2023-12-31 | Add Add | +4.18% | 149.18 ($163.24) 181.94 | $202.32 | 23.94% | Add 24.56% | 113,570 | 22,394 | |
BRK.A | Berkshire Hathaway Inc | 2023-09-30 | Reduce Reduce | -11.16% | 517136 ($538989) 563073 | $725,700.00 | 34.64% | Reduce -84% | 4 | -21 |
University of Maryland Foundation, Inc. Total Holding History ($B)
University of Maryland Foundation, Inc.'s Asset Allocation
University of Maryland Foundation, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
University of Maryland Foundation, Inc.'s Hypothetical Growth since 2025-03-31
University of Maryland Foundation, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
University of Maryland Foundation, Inc.'s Holdings Heat Map
Size field:
University of Maryland Foundation, Inc.'s Holdings Bubble Chart
University of Maryland Foundation, Inc. News
- 1
Discussions on University of Maryland Foundation, Inc.
No discussions yet.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers