Simon Charitable Public

Latest statistics and disclosures from Simon Charitable Public's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, VWO, VXUS, and represent 100.00% of Simon Charitable Public's stock portfolio.
  • Added to shares of these 3 stocks: VWO, VXUS, VTI.
  • Simon Charitable Public was a net buyer of stock by $1.3M.
  • Simon Charitable Public has $184M in assets under management (AUM), dropping by -1.88%.
  • Central Index Key (CIK): 0001599849

Portfolio Holdings for Simon Charitable Public

Simon Charitable Public holds 3 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 50.3 $93M 915k 101.24
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Vanguard Emerging Markets ETF (VWO) 26.6 $49M 1.2M 41.71
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Vanguard Star Fd Intl Stk Idxf (VXUS) 23.1 $43M 835k 51.00
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Past Filings by Simon Charitable Public

SEC 13F filings are viewable for Simon Charitable Public going back to 2013