Edgehill Endowment Partners

Latest statistics and disclosures from Edgehill Endowment Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VT, SHY, VOO, WCLD, SCHO, and represent 86.00% of Edgehill Endowment Partners's stock portfolio.
  • Added to shares of these 5 stocks: VT (+$83M), VGIT (+$31M), WCLD (+$28M), SCHO, AGG.
  • Started 1 new stock positions in VGIT.
  • Reduced shares in these 4 stocks: ACWI (-$79M), SHY (-$14M), COIN, XOM.
  • Sold out of its positions in COIN, ACWI.
  • Edgehill Endowment Partners was a net buyer of stock by $46M.
  • Edgehill Endowment Partners has $397M in assets under management (AUM), dropping by 5.62%.
  • Central Index Key (CIK): 0001676623

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Portfolio Holdings for Edgehill Endowment Partners

Edgehill Endowment Partners holds 9 positions in its portfolio as reported in the June 2022 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) 24.4 $97M +581% 1.1M 85.34
Ishares Tr 1 3 Yr Treas Bd (SHY) 23.6 $94M -13% 1.1M 82.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 17.7 $70M 203k 346.88
Wisdomtree Tr Cloud Computng (WCLD) 10.2 $41M +222% 1.4M 28.03
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 10.0 $40M 811k 49.19
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.7 $31M NEW 503k 61.16
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $11M 104k 101.68
Exxon Mobil Corporation (XOM) 2.3 $9.1M -10% 106k 85.64
Vaneck Etf Trust Israel Etf (ISRA) 1.3 $5.2M 139k 37.24

Past Filings by Edgehill Endowment Partners

SEC 13F filings are viewable for Edgehill Endowment Partners going back to 2018