Ebor Charitable Trust

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

  • Top 5 stock holdings are VTI, VEA, Blackrock, Blackrock, and represent 100.00% of Ebor Charitable Trust's stock portfolio.
  • Added to shares of these 2 stocks: Blackrock, Blackrock.
  • Reduced shares in these 2 stocks: VEA, VTI.
  • Ebor Charitable Trust was a net seller of stock by $-2.4M.
  • Ebor Charitable Trust has $46M in assets under management (AUM), dropping by 1.07%.
  • Central Index Key (CIK): 0001802837

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Portfolio Holdings for Ebor Charitable Trust

Ebor Charitable Trust holds 4 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 56.4 $26M -3% 100k 259.90
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Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 24.1 $11M -12% 222k 50.17
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Blackrock iShares Core International Aggregate Bond ETF 10.7 $5.0M +3% 99k 49.95
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Blackrock iShares Core U.S Aggregate Bond ETF 8.7 $4.0M 41k 97.94
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Past Filings by Ebor Charitable Trust

SEC 13F filings are viewable for Ebor Charitable Trust going back to 2019

View all past filings