Asset Manager
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Wind River Trust Co
Market Value
$249M
+7.0%
Holdings
9
New Purchases
0
Added To
0
Closed
0
Reduced
5
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 4 | $57M | 23.0% |
| Large Cap | 5 | $192M | 77.0% |
Portfolio Analytics
Avg Market Cap
$275.3B
Median Market Cap
$181.9B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.00
# Stocks
0
# ETFs / Funds
9
Top Holdings (9 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VT | 35.13% | 681,693 | $88M | $128.52 | $8M | -5,042 | -0.7% | |
| 2 | IWD | 18.56% | 238,301 | $46M | $194.23 | $801K | -3,430 | -1.4% | |
| 3 | IWV | 17.55% | 124,692 | $44M | $351.00 | $4M | — | — | |
| 4 | SPY | 12.70% | 51,273 | $32M | $617.85 | $3M | — | — | |
| 5 | ACWI | 5.05% | 97,879 | $13M | $128.60 | -$763K | -16,820 | -14.7% | |
| 6 | VEA | 4.64% | 202,977 | $12M | $57.01 | $796K | -9,022 | -4.3% | |
| 7 | VUG | 3.35% | 19,070 | $8M | $438.40 | $1M | — | — | |
| 8 | VTI | 2.32% | 19,027 | $6M | $303.93 | -$1M | -6,020 | -24.0% | |
| 9 | IEFA | 0.71% | 21,203 | $2M | $83.48 | $166K | — | — |