University of Massachusetts Foundation, Inc.

Q4 2024 13F Holdings

  • Location
    newton, MA
  • Num holdings

    4

  • Value ($000)

    $185,936

  • Date Filed
    02/12/2025
  • Form type
    13F-HR
  • CIK
    0001802874
  • 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
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$75.27M
41 %

259,711

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$48.80M
26 %

82,898

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$36.60M
20 %

700,928

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$25.27M
14 %

359,506

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