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Trustees Of The Smith College

Portfolio Manager
Trustees Of The Smith College
Performance
0% (N/A)
AUM (13F)
$18.29M
# of Holdings
2
Performance Rank
N/A
Allocation (Top 20)
N/A

Trustees Of The Smith College Holdings Map

Top 2 Trustees Of The Smith College Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VNQ
VANGUARD INDEX FDS
78.76%146.7K$14.4M
+2.08%(+2.98K)
2023-Q3: 140.7K shares2023-Q4: 142.4K shares2024-Q1: 143.7K shares2024-Q2: 143.7K shares2024-Q3: 146.7K shares2024-09-30
AGG
ISHARES TR
21.24%38.4K$3.9M
+0.92%(+349)
2023-Q3: 537.3K shares2023-Q4: 171.2K shares2024-Q1: 137.4K shares2024-Q2: 38.0K shares2024-Q3: 38.4K shares2024-09-30

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