Uo
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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 % |
University of Maryland Foundat... Top Holdings of 2025-03-31
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| 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 | +19.88% | +7.41% | 476,877.3 | ||
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 | +20.06% | +7.48% | 72,197.9 | ||
VBR | Vanguard Small Cap Value ETF | 208,177 | 38,780.0 | 0% | 24.750 | 0% | 0.140 | +16.43% | +2.36% | 28,495.0 | ||
VPL | Vanguard FTSE Pacific ETF | 221,527 | 16,050.0 | 0% | 10.240 | 0% | 0.240 | +12.60% | +15.33% | 7,751.4 | ||
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 | +19.16% | +18.59% | 99,369.1 | ||
BRK.A | Berkshire Hathaway Inc | 4 | 3,190.0 | 0% | 2.040 | 0% | 0.000 | -8.86% | +4.24% | 1,021,130.4 | 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 | +17.47% | +11.28% | 1,025.5 | ||
VT | Vanguard Total World Stock ETF | 3,786 | 440.0 | 0% | 0.280 | 0% | 0.000 | +17.47% | +11.53% | 46,016.0 |
University of Maryland Foundation, Inc.'s Historical Top Holdings Breakdowns
University of Maryland Foundation, Inc.'s Top Stock Picks
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| 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 | $61.18 | 13.65% | 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 | $200.61 | -2.32% | 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 | $61.18 | 10.55% | 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 | $137.43 | 13.51% | New holding | 323,381 | 323,381 | |
VPL | Vanguard FTSE Pacific ETF | 2024-06-30 | Reduce Reduce | -9.81% | 71.43 ($73.93) 75.61 | $81.29 | 9.96% | 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 | $200.61 | 22.89% | Add 24.56% | 113,570 | 22,394 | |
BRK.A | Berkshire Hathaway Inc | 2023-09-30 | Reduce Reduce | -11.16% | 517136 ($538989) 563073 | $709,820.00 | 31.69% | Reduce -84% | 4 | -21 |
University of Maryland Foundation, Inc. Total Holding History ($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 |
|---|---|---|---|---|
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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
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University of Maryland Foundation, Inc.'s Holdings Bubble Chart
University of Maryland Foundation, Inc. News
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