Filed: 2/5/2025ACC: 0000950123-25-000943
📋 What this filing means
UNIVERSITY OF MARYLAND FOUNDATION, INC. filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $178.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$178.1K
Total AUM (reported)
1.31M
Total Shares
Allocation by class
TOTAL STK MKT$56.3K31.6%
CORE S&P TTL STK$41.6K23.3%
SM CP VAL ETF$41.3K23.2%
CORE MSCI EMKT$18.2K10.2%
FTSE PACIFIC ETF$15.7K8.8%
CL A$2.7K1.5%
MSCI LW CRB TG$1.9K1.1%
Portfolio Concentration
Top 3$139.1K78.1%
4–10$39.0K21.9%
Top 3 weight
78.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
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)
Sole8
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings8
Rows:
VANGUARD INDEX FDS
SOLEShares194.21K
TypeSH
Market value$56.3K
31.60%
Sole
0.00
Shared
0.00
None
0.00
ISHARES CORE
SOLEShares323.38K
TypeSH
Market value$41.6K
23.35%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares208.18K
TypeSH
Market value$41.3K
23.16%
Sole
0.00
Shared
0.00
None
0.00
I SHARES INC
SOLEShares347.71K
TypeSH
Market value$18.2K
10.19%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX FHS
SOLEShares221.53K
TypeSH
Market value$15.7K
8.83%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.00
TypeSH
Market value$2.7K
1.53%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10K
TypeSH
Market value$1.9K
1.09%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX FHS
SOLEShares3.79K
TypeSH
Market value$445.00
0.25%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 194.21K | SH | $56.3K 31.60% | 0.00 | 0.00 | 0.00 |
ISHARES CORESOLE | CORE S&P TTL STK | 323.38K | SH | $41.6K 23.35% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 208.18K | SH | $41.3K 23.16% | 0.00 | 0.00 | 0.00 |
I SHARES INCSOLE | CORE MSCI EMKT | 347.71K | SH | $18.2K 10.19% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FHSSOLE | FTSE PACIFIC ETF | 221.53K | SH | $15.7K 8.83% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 4.00 | SH | $2.7K 1.53% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI LW CRB TG | 10K | SH | $1.9K 1.09% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FHSSOLE | TT WRLD ST ETF | 3.79K | SH | $445.00 0.25% | 0.00 | 0.00 | 0.00 |