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Diana Davis Spencer Foundation13F | |
Diana Davis Spencer Foundation | |
Last update 2024-08-13 | 4 Stocks (1 new) |
Value $282.00 Mil | Turnover 9 % |
Portfolio Report |
Diana Davis Spencer Foundation... Top Holdings of 2024-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
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BND | Vanguard Total Bond Market ETF | 1,608,100 | 115863.610 | 0% | 41.020 | 0% | - | -2.25% | -1.20% | 111769.249 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 1,426,000 | 106793.140 | 0% | 37.810 | 0% | - | -2.64% | -1.20% | 18733.523 | ||
VCLT | Vanguard Long-Term Corporate Bond ETF | 461,000 | 34971.460 | 0% | 12.380 | 0% | - | -2.32% | -3.84% | 11406.576 | ||
VOO | Vanguard S&P 500 ETF | 49,675 | 24843.960 | New Holding | 8.800 | +8.80% | - | +11.12% | +20.89% | 491917.959 |
Diana Davis Spencer Foundation's Historical Top Holdings Breakdowns
Diana Davis Spencer Foundation's Top Stock Picks
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Diana Davis Spencer Foundation Total Holding History ($B)
Diana Davis Spencer Foundation's Asset Allocation
Diana Davis Spencer Foundation Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Diana Davis Spencer Foundation's Hypothetical Growth since 2024-06-30
Diana Davis Spencer Foundation's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Diana Davis Spencer Foundation's Holdings Heat Map
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Diana Davis Spencer Foundation's Holdings Bubble Chart
Diana Davis Spencer Foundation News
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