University of Massachusetts Foundation, Inc.
CIK 1802874 · View on SEC EDGAR ↗
- Portfolio value
- $198.6M
- Positions
- 4
- As of
- June 30, 2025 Data as of Q2 2025
#6,489 of 9,443 by 13F value · top 68.7%
Portfolio value QoQ: +11.4% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 4
- Effective number of positions
- 3.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2025: 0.0% Est. buys $1,251,734 · sells $0
- New positions
- 0
- Increased
- 1
- Decreased
- 0
- Closed
- 0
On this page
Sector breakdown
Other/Unmapped
100.0%
Full portfolio 4 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI VANGUARD INDEX FUNDS | $73,787,822 | 37.15% | 242,779 | $7,062,442 | |||
| IVV iShares Trust | $52,723,103 | 26.55% | 84,914 | $6,142,717 | Up ×1 | ||
| IEMG iShares, Inc. | $42,076,708 | 21.19% | 700,928 | $4,247,624 | |||
| IEFA iShares Trust | $30,011,561 | 15.11% | 359,506 | $2,814,932 | |||
| No matches | |||||||