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University Of Maryland Foundation, Inc. Top Holdings and 13F Report (2024)

About University Of Maryland Foundation, Inc.

Investment Activity

  • University Of Maryland Foundation, Inc. has $140.96 thousand in total holdings as of September 30, 2024.
  • University Of Maryland Foundation, Inc. owns shares of 7 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 28.82% of the portfolio was purchased this quarter.
  • This quarter, University Of Maryland Foundation, Inc. has purchased 6 new stocks and bought additional shares in 0 stocks.
  • University Of Maryland Foundation, Inc. sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

Largest Purchases this Quarter

iShares Core S&P Total U.S. Stock Market ETF
323,381 shares (about $40.62K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofUniversity Of Maryland Foundation, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$54,9920.0%194,20839.0%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$40,623$40,623 New Holding323,38128.8%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$22,8030.0%113,57016.2%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$17,3660.0%221,52712.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$2,7650.0%42.0%Finance
iShares MSCI ACWI Low Carbon Target ETF stock logo
CRBN
iShares MSCI ACWI Low Carbon Target ETF
$1,9610.0%10,0001.4%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$4530.0%3,7860.3%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data