DD

Diana Davis Spencer Foundation

13F
Diana Davis Spencer Foundation
Last update 2024-08-13 4 Stocks (1 new)
Value $282.00 Mil Turnover 9 %
Countries:
Portfolio Report
Diana Davis Spencer Foundation... Top Holdings of 2024-06-30 View Full List
Ticker
BND
BIV
VCLT
VOO
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
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 View Full List
Ticker
VOO
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF2024-06-30New Buy
+8.80%
â—Ź
455.1 ($481.2) 504.28
$528.37
9.80%
New holding
49,675
49,675

Diana Davis Spencer Foundation Total Holding History ($B)

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Diana Davis Spencer Foundation's Asset Allocation

To

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 %

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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