Mangham Associates
Latest statistics and disclosures from Mangham Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VT, VOO, VTV, GLD, IJR, and represent 86.35% of Mangham Associates's stock portfolio.
- Added to shares of these 6 stocks: GLD, VTV, VCSH, VO, IJR, VEA.
- Reduced shares in these 9 stocks: VT, GLDM, VOO, PICK, MINT, VOOV, BSV, GNR, SCHH.
- Sold out of its positions in VOOV, GLDM.
- Mangham Associates was a net seller of stock by $-2.9M.
- Mangham Associates has $54M in assets under management (AUM), dropping by -8.19%.
- Central Index Key (CIK): 0001730480
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Portfolio Holdings for Mangham Associates
Mangham Associates holds 14 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 33.0 | $18M | -7% | 187k | 95.04 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 26.5 | $14M | -8% | 36k | 392.64 |
|
| Vanguard Index Fds Value Etf (VTV) | 15.2 | $8.2M | +5% | 59k | 138.38 |
|
| Spdr Gold Tr Gold Shs (GLD) | 7.3 | $3.9M | +640% | 23k | 171.45 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 4.5 | $2.4M | 26k | 94.25 |
|
|
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 3.4 | $1.8M | 75k | 24.50 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 2.7 | $1.5M | -25% | 15k | 100.14 |
|
| Ishares Msci Gbl Etf New (PICK) | 2.7 | $1.4M | -47% | 35k | 40.75 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.2 | $665k | -10% | 8.8k | 75.17 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.1 | $568k | +6% | 7.6k | 74.82 |
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.8 | $426k | -12% | 7.7k | 55.31 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $393k | 9.1k | 43.06 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $337k | +3% | 1.6k | 206.39 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.4 | $236k | -17% | 13k | 17.72 |
|
Past Filings by Mangham Associates
SEC 13F filings are viewable for Mangham Associates going back to 2017
- Mangham Associates 2023 Q3 filed Oct. 16, 2023
- Mangham Associates 2023 Q2 filed Aug. 11, 2023
- Mangham Associates 2023 Q1 filed May 9, 2023
- Mangham Associates 2022 Q4 filed Feb. 14, 2023
- Mangham Associates 2022 Q3 filed Nov. 1, 2022
- Mangham Associates 2022 Q2 filed Aug. 10, 2022
- Mangham Associates 2022 Q1 filed May 4, 2022
- Mangham Associates 2021 Q4 filed Feb. 10, 2022
- Mangham Associates 2021 Q3 filed Nov. 12, 2021
- Mangham Associates 2021 Q2 filed Aug. 10, 2021
- Mangham Associates 2021 Q1 filed May 14, 2021
- Mangham Associates 2020 Q4 filed Feb. 12, 2021
- Mangham Associates 2020 Q3 filed Nov. 12, 2020
- Mangham Associates 2020 Q2 filed Aug. 10, 2020
- Mangham Associates 2020 Q1 filed May 8, 2020
- Mangham Associates 2019 Q4 filed Feb. 13, 2020