Top 4 Fairfield University Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 81.33% | 271.7K | $162.3M | +0.32%(+859) | $458.30(+49.43%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 9.59% | 215.8K | $19.1M | +1.08%(+2.30K) | $105.83(-7.38%) | 2026-03-31 | |
| VTWO | VANGUARD RUSSELL 2000 | 5.3% | 105.6K | $10.6M | new | $99.84(+20.42%) | 2026-03-31 | |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD | 3.78% | 165.3K | $7.5M | -25.32%(-56.04K) | $38.87(+28.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.46% | +42.23% |
| Top 20 Holdings Unweighted | +9.93% | +32.84% |
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