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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 %
Countries:
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
+18.95%
+8.50%
478,431.4
 
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
+19.19%
+8.56%
73,027.8
 
VBR
Vanguard Small Cap Value ETF
208,177
38,780.0
0%
24.750
0%
0.140
+16.71%
+4.44%
29,195.0
 
VPL
Vanguard FTSE Pacific ETF
221,527
16,050.0
0%
10.240
0%
0.240
+14.59%
+19.76%
8,062.8
 
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
+17.87%
+20.24%
100,742.8
 
BRK.A
Berkshire Hathaway Inc
4
3,190.0
0%
2.040
0%
0.000
-8.33%
+6.20%
1,040,746.7
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
+16.72%
+12.66%
1,038.2
 
VT
Vanguard Total World Stock ETF
3,786
440.0
0%
0.280
0%
0.000
+17.13%
+13.31%
46,529.1
 

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%
â—Ź
50.83 ($53.83) 55.94
$62.03
15.23%
Reduce -81.43%
64,572
-283,134
VBR
Vanguard Small Cap Value ETF
2024-12-31
Add
Add
+10.53%
â—Ź
197.36 ($205.38) 217.3
$204.67
-0.35%
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%
â—Ź
52.22 ($55.34) 58.91
$62.03
12.09%
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%
â—Ź
113.41 ($121.07) 125.62
$138.81
14.65%
New holding
323,381
323,381
VPL
Vanguard FTSE Pacific ETF
2024-06-30
Reduce
Reduce
-9.81%
â—Ź
71.43 ($73.93) 75.61
$84.41
14.18%
Reduce -37.75%
221,527
-134,319
VBR
Vanguard Small Cap Value ETF
2023-12-31
Add
Add
+4.18%
â—Ź
149.18 ($163.24) 181.94
$204.67
25.38%
Add 24.56%
113,570
22,394
BRK.A
Berkshire Hathaway Inc
2023-09-30
Reduce
Reduce
-11.16%
â—Ź
517136 ($538989) 563073
$723,120.00
34.16%
Reduce -84%
4
-21

University of Maryland Foundation, Inc. Total Holding History ($B)

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University of Maryland Foundation, Inc.'s Asset Allocation

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University of Maryland Foundation, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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