Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DAN L DUNCAN FOUNDATION (CIK 1801470) reported $70.6M across 2 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: IEFA ($52.4M, 74.20%), VIG ($18.2M, 25.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $52.4M | 74.20% | 671,206 | Hold |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $18.2M | 25.80% | 91,966 | Added |
Source: SEC Form 13F filings · as of 2024-09-30