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
- Simon Charitable Public 2014 Q3 filed Nov. 6, 2014
- Simon Charitable Public 2014 Q2 filed Aug. 1, 2014
- Simon Charitable Public 2014 Q1 filed May 14, 2014
- Simon Charitable Public 2013 Q4 filed Feb. 12, 2014