University of Massachusetts Foundation

Latest statistics and disclosures from University of Massachusetts Foundation's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, IVV, IEMG, IEFA, and represent 100.00% of University of Massachusetts Foundation's stock portfolio.
  • University of Massachusetts Foundation has $226M in assets under management (AUM), dropping by 10.44%.
  • Central Index Key (CIK): 0001802874

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Portfolio Holdings for University of Massachusetts Foundation

University of Massachusetts Foundation holds 4 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 52.9 $119M 503k 237.22
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Ishares Tr Core S&p500 Etf (IVV) 20.2 $46M 96k 477.63
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Ishares Core Msci Emkt (IEMG) 15.7 $36M 701k 50.58
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Ishares Tr Core Msci Eafe (IEFA) 11.2 $25M 360k 70.35
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Past Filings by University of Massachusetts Foundation

SEC 13F filings are viewable for University of Massachusetts Foundation going back to 2019

View all past filings