Investor Details
| Filer Name: | UNIVERSITY OF MASSACHUSETTS FOUNDATION, INC. |
|---|---|
| CIK: | 1802874 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-12 |
| Number of Holdings: | 4 |
| Portfolio Value: | $0.19B |
University Of Massachusetts Foundation, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| VTI | US | VANGUARD TOTAL STOCK MKT ETF | 259,711 | $75M | 40.48% | -37.2% | - |
| IVV | US | ISHARES CORE S&P 500 ETF | 82,898 | $49M | 26.25% | - | - |
| IEMG | US | ISHARES CORE MSCI EMERGING | 700,928 | $37M | 19.69% | - | - |
| IEFA | US | ISHARES CORE MSCI EAFE ETF | 359,506 | $25M | 13.59% | - | - |