EBOR CHARITABLE TRUST

PrivateCIK: 1802837
Location

JACKSON, WY

4
Positions
$49.42M
Total AUM (reported)
471.02K
Total Shares

Allocation by class

TOTAL AUM$49.42M4 positions
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 391.1%4–108.9%TOP 10100.0%0%100%
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

SOLE
TOTAL STK MKT
Shares97.90K
TypeSH
Market value$27.72M
56.09%
Sole
69.89K
Shared
0.00
None
0.00

VANGUARD TAX-MANAGED FDS

SOLE
FTSE DEV MKT ETF
Shares226.81K
TypeSH
Market value$11.98M
24.24%
Sole
152.09K
Shared
0.00
None
0.00

Blackrock, Inc.

SOLE
iShares Core International Aggregate Bond ETF
Shares102.98K
TypeSH
Market value$5.34M
10.80%
Sole
152.09K
Shared
0.00
None
0.00

Blackrock, Inc.

SOLE
iShares Core U.S Aggregate Bond ETF
Shares43.32K
TypeSH
Market value$4.39M
8.88%
Sole
152.09K
Shared
0.00
None
0.00