Top 14 Mangham Associates\1\2\3 Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | 32.96% | 187.0K | $17.8M | -7.71%(-15.62K) | โ | 2023-09-30 | |
| VOO | VANGUARD INDEX FDS | 26.45% | 36.3K | $14.3M | -8.91%(-3.56K) | โ | 2023-09-30 | |
| VTV | VANGUARD INDEX FDS | 15.2% | 59.2K | $8.2M | +5.37%(+3.02K) | โ | 2023-09-30 | |
| GLD | SPDR GOLD TR | 7.27% | 22.9K | $3.9M | +640.45%(+19.78K) | โ | 2023-09-30 | |
| IJR | ISHARES TR | 4.48% | 25.6K | $2.4M | +0.33%(+84) | โ | 2023-09-30 | |
| BEPC | BROOKFIELD RENEWABLE CORP | 3.42% | 75.3K | $1.8M | +0.00%(+0) | โ | 2023-09-30 | |
| MINT | PIMCO ETF TR | 2.69% | 14.5K | $1.5M | -25.82%(-5.04K) | โ | 2023-09-30 | |
| PICK | ISHARES INC | 2.68% | 35.4K | $1.4M | -47.93%(-32.62K) | โ | 2023-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 1.23% | 8.8K | $665K | -10.90%(-1.08K) | โ | 2023-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 1.05% | 7.6K | $568K | +6.62%(+471) | โ | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Mangham Associates\1\2\3 reports $53.94M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are VT (33.0%), VOO (26.4%) and VTV (15.2%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mangham Associates\1\2\3โs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730480). View Mangham Associates\1\2\3โs 13F filings on SEC