StockDriftsStockDriftsTop 2 Trustees Of The Smith College Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | 78.76% | 146.7K | $14.4M | +2.08%(+2.98K) | — | 2024-09-30 | |
| AGG | ISHARES TR | 21.24% | 38.4K | $3.9M | +0.92%(+349) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Trustees Of The Smith College reports $18.29M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are VNQ (78.8%) and AGG (21.2%). Figures reflect the Q3 2024 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 Trustees Of The Smith College’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904607). View Trustees Of The Smith College’s 13F filings on SEC