NDVR, Inc.

Q4 2024 13F Holdings

  • Location
    boston, MA
  • Num holdings

    102

  • Value ($000)

    $104,485

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0002011247
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$21.80M
21 %

455,928

HUBS
HUBS

HUBSPOT INC

COM
443573100
$21.22M
20 %

30,449

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$7.59M
7 %

172,410

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.30M
5 %

24,145

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.13M
4 %

9,794

GLDM
GLDM

WORLD GOLD TR

SPDR GLD MINIS
98149E303
$3.26M
3 %

62,736

AAPL
AAPL

APPLE INC

COM
037833100
$2.37M
2 %

9,451

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$2.17M
2 %

16,184

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$2.14M
2 %

30,453

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$1.78M
2 %

6,140

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