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Trust

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
481220456

Investment data

Data from SEC filings
Top 50 of 302 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$61.06M 451.06K 7.3K +6078.8
Vanguard FTSE Developed Markets ETF
$52.47M 1.04M 20.49K +4971.8
$42.4M 146.11K 6.95K +2001.7
$38.79M 277.88K NEW
$26.28M 111.22K NEW
Vanguard FTSE Emerging Markets ETF
$22.1M 441.89K 2.18K +20198.1
Vanguard Total Intl Bond Index ETF
$8.2M 143.94K NEW
$7.7M 51.53K 56.17K -8.3
$6.15M 25.44K 26.16K -2.8
$5.59M 12.97K 12.97K 0
$5.18M 1.58K 1.58K -0.1
$5.14M 28.64K 30.54K -6.2
$4.64M 16.47K 17.62K -6.5
$4.24M 112.96K NEW
$3.98M 40.73K 35.76K +13.9
$3.86M 48.15K 45.66K +5.5
$3.81M 26.91K 34.55K -22.1
$3.39M 12.42K 10.12K +22.7
$3M 18.27K 17.75K +2.9
$2.7M 50.62K 47.03K +7.6
$2.22M 830 837 -0.8
$1.89M 11.54K 11.54K 0
$1.88M 27.34K 33.79K -19.1
$1.85M 28.97K 29.4K -1.4
$1.53M 20.33K 19.77K +2.8
$1.46M 28.95K 26.08K +11.0
$1.46M 29.12K 26.2K +11.1
$1.44M 18.14K 18.51K -2.0
$1.35M 22.86K 17.04K +34.2
$1.34M 8.31K 8.29K +0.3
$1.34M 15.75K 15.18K +3.8
$1.33M 19.04K 20.01K -4.8
$1.33M 7.85K 50 +15606.0
$1.31M 3.81K 3.15K +20.9
$1.29M 3.85K 3.85K -0.1
$1.25M 22.88K 12.29K +86.2
$1.22M 9.55K 9.34K +2.2
$1.19M 10.85K 10.85K 0
$1.17M 2.04K 4.14K -50.8
$1.17M 9.81K 4.49K +118.8
$1.13M 9.69K 9.69K 0
Vanguard Dividend Appreciation Index ETF
$1.07M 6.99K 6.99K 0
$1.06M 20.32K 19.91K +2.1
$1.04M 4.33K 4.38K -1.2
$1.01M 3.62K NEW
$995K 3.75K 3.77K -0.5
$987K 12.65K 12.65K 0
$959K 35.52K 41.57K -14.6
$949K 9.32K NEW
$918K 6.1K 6.15K -0.8
Holdings list only includes long positions. Only includes long positions.

Calendar

9 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings