DIANA DAVIS SPENCER FOUNDATION

PrivateCIK: 1633391
Location

BETHESDA, MD

2
Positions
$39.30M
Total AUM (reported)
94.41K
Total Shares

Allocation by class

TOTAL AUM$39.30M2 positions
S&P 500 ETF SHS$29.68M75.5%
INDEX FUND ETF$9.62M24.5%

Portfolio Concentration

Top 3100.0%TOP 10100.0%0%100%
Top 3$39.30M100.0%

Top 3 weight

100.0%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 94.41K

Sole

Full voting authority

94.41K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole2
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2
Rows:

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares49.67K
TypeSH
Market value$29.68M
75.52%
Sole
49.67K
Shared
0.00
None
0.00

VANGUARD DIV APPREC.

SOLE
INDEX FUND ETF
Shares44.73K
TypeSH
Market value$9.62M
24.48%
Sole
44.73K
Shared
0.00
None
0.00