Filed: 11/14/2025ACC: 0001104659-25-111882
📋 What this filing means
EBOR CHARITABLE TRUST filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $49.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$49.42M
Total AUM (reported)
471.02K
Total Shares
Allocation by class
TOTAL STK MKT$27.72M56.1%
FTSE DEV MKT ETF$11.98M24.2%
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF$5.34M10.8%
ISHARES CORE U.S AGGREGATE BOND ETF$4.39M8.9%
Portfolio Concentration
Top 3$45.04M91.1%
4–10$4.39M8.9%
Top 3 weight
91.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 526.15K
Sole
Full voting authority
526.15K
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)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
VANGUARD INDEX FDS
SOLEShares97.90K
TypeSH
Market value$27.72M
56.09%
Sole
69.89K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares226.81K
TypeSH
Market value$11.98M
24.24%
Sole
152.09K
Shared
0.00
None
0.00
Blackrock, Inc.
SOLEShares102.98K
TypeSH
Market value$5.34M
10.80%
Sole
152.09K
Shared
0.00
None
0.00
Blackrock, Inc.
SOLEShares43.32K
TypeSH
Market value$4.39M
8.88%
Sole
152.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 97.90K | SH | $27.72M 56.09% | 69.89K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | FTSE DEV MKT ETF | 226.81K | SH | $11.98M 24.24% | 152.09K | 0.00 | 0.00 |
Blackrock, Inc.SOLE | iShares Core International Aggregate Bond ETF | 102.98K | SH | $5.34M 10.80% | 152.09K | 0.00 | 0.00 |
Blackrock, Inc.SOLE | iShares Core U.S Aggregate Bond ETF | 43.32K | SH | $4.39M 8.88% | 152.09K | 0.00 | 0.00 |