Top 50 Hirtle & Co., LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | 22.22% | 997.3K | $648.6M | -1.32%(-13.30K) | $355.03(+110.74%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 12.23% | 3.94M | $356.9M | +4.09%(+155.00K) | $63.76(+51.99%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 10.11% | 452.0K | $295.3M | +4.71%(+20.32K) | $511.48(+46.94%) | 2026-03-31 | |
| EFA | ISHARES MSCI EAFE ETF | 6.65% | 2.00M | $194.2M | -0.41%(-8.22K) | $60.22(+71.81%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 5.44% | 2.28M | $158.9M | -0.11%(-2.44K) | $51.88(+58.61%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 5.05% | 2.30M | $147.4M | +6.73%(+145.15K) | $48.60(+45.19%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 4.89% | 238.8K | $142.7M | +0.33%(+782) | $470.70(+46.11%) | 2026-03-31 | |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 4.4% | 5.60M | $128.3M | -0.23%(-13.08K) | $22.90(-0.91%) | 2026-03-31 | |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 3.7% | 1.90M | $108.0M | -1.19%(-22.99K) | $37.75(+78.49%) | 2026-03-31 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 2.78% | 1.50M | $81.2M | -1.12%(-16.96K) | $46.46(+29.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.19% | +56.84% |
| Top 20 Holdings Unweighted | +14.76% | +51.15% |
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