Filed: 5/1/2025ACC: 0000950123-25-003941
📋 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 $156.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$156.7K
Total AUM (reported)
1.03M
Total Shares
Allocation by class
TOTAL STK MKT$53.4K34.1%
CORE S&P TTL STK$39.5K25.2%
SM CP VAL ETF$38.8K24.7%
FTSE PACIFIC ETF$16.1K10.2%
CORE MSCI EMKT$3.5K2.2%
CL A$3.2K2.0%
MSCI LW CRB TG$1.9K1.2%
Portfolio Concentration
Top 3$131.6K84.0%
4–10$25.1K16.0%
Top 3 weight
84.0%
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$53.4K
34.06%
Sole
0.00
Shared
0.00
None
0.00
ISHARES CORE
SOLEShares323.38K
TypeSH
Market value$39.5K
25.18%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares208.18K
TypeSH
Market value$38.8K
24.75%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX FHS
SOLEShares221.53K
TypeSH
Market value$16.1K
10.24%
Sole
0.00
Shared
0.00
None
0.00
I SHARES INC
SOLEShares64.57K
TypeSH
Market value$3.5K
2.22%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.00
TypeSH
Market value$3.2K
2.04%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10K
TypeSH
Market value$1.9K
1.22%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX FHS
SOLEShares3.79K
TypeSH
Market value$439.00
0.28%
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 | $53.4K 34.06% | 0.00 | 0.00 | 0.00 |
ISHARES CORESOLE | CORE S&P TTL STK | 323.38K | SH | $39.5K 25.18% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 208.18K | SH | $38.8K 24.75% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FHSSOLE | FTSE PACIFIC ETF | 221.53K | SH | $16.1K 10.24% | 0.00 | 0.00 | 0.00 |
I SHARES INCSOLE | CORE MSCI EMKT | 64.57K | SH | $3.5K 2.22% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 4.00 | SH | $3.2K 2.04% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI LW CRB TG | 10K | SH | $1.9K 1.22% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FHSSOLE | TT WRLD ST ETF | 3.79K | SH | $439.00 0.28% | 0.00 | 0.00 | 0.00 |