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Asset Manager ← All Institutions

COMMON FUND FOR NONPROFIT ORGANIZATIONS

Q2 2025 · Filed 2025-08-14
Market Value
$968M
+7.6%
Holdings
26
+1
New Purchases
4
Added To
11
Closed
0
Reduced
8
Top 10 Concentration
94.0%
Turnover
15.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RSP 3.02% 0.00% +3.02% $29M
VNQ 1.80% 0.27% +1.53% $17M
EFA 1.42% 0.18% +1.24% $14M
ACWI 6.88% 5.86% +1.02% $67M
IEF 0.88% 0.00% +0.88% $9M
AGG 3.04% 2.28% +0.76% $29M
IOT 1.59% 0.99% +0.61% $15M
VOO 7.87% 7.37% +0.50% $76M
ACWX 0.23% 0.09% +0.14% $2M
CMDY 0.09% 0.00% +0.09% $864K
PONY 0.05% 0.00% +0.05% $459K
CATH 1.03% 0.99% +0.04% $10M
ISRA 0.10% 0.09% +0.01% $946K
EEM 0.04% 0.04% +0.00% $363K
EAGG 0.03% 0.03% +0.00% $337K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 63.48% 68.55% -5.07% $615M
IVV 3.29% 5.23% -1.95% $32M
VEA 0.69% 1.93% -1.24% $7M
VWO 0.71% 1.27% -0.55% $7M
IWO 0.53% 1.02% -0.50% $5M
QQQ 0.15% 0.62% -0.47% $1M
VEU 0.19% 0.25% -0.06% $2M
IJR 1.25% 1.28% -0.03% $12M
IJH 1.57% 1.59% -0.02% $15M
GVI 0.03% 0.03% -0.00% $297K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $731M 75.5%
Large Cap 14 $224M 23.2%
Mid Cap 4 $2M 0.2%
Small Cap 2 $11M 1.1%
Micro Cap 1 $946K 0.1%

Portfolio Analytics

Avg Market Cap
$191.2B
Median Market Cap
$59.4B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.13
# Stocks
2
# ETFs / Funds
24

Top Holdings (26 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 63.48% 994,712 $615M $617.85 -$2M -107,502 -9.8%
2 VOO 7.87% 134,121 $76M $568.03 $10M +5,089 +3.9%
3 ACWI 6.88% 518,042 $67M $128.60 $14M +65,390 +14.4%
4 IVV 3.29% 51,239 $32M $620.89 -$15M -32,526 -38.8%
5 AGG 3.04% 296,732 $29M $99.20 $9M +89,467 +43.2%
6 RSP 3.02% 161,015 $29M $181.74 +161,015 NEW
7 VNQ 1.80% 195,605 $17M $89.06 $15M +168,554 +623.1%
8 IOT 1.59% 388,100 $15M $39.78 $7M +156,263 +67.4%
9 IJH 1.57% 245,577 $15M $62.02 $946K +766 +0.3%
10 EFA 1.42% 154,078 $14M $89.39 $12M +133,809 +660.2%
11 IJR 1.25% 110,890 $12M $109.29 $565K +395 +0.4%
12 CATH 1.03% 131,583 $10M $75.45 $1M
13 IEF 0.88% 89,414 $9M $95.77 +89,414 NEW
14 VWO 0.71% 139,445 $7M $49.46 -$4M -112,031 -44.5%
15 VEA 0.69% 116,645 $7M $57.01 -$11M -224,033 -65.8%
16 IWO 0.53% 17,784 $5M $285.85 -$4M -18,182 -50.5%
17 ACWX 0.23% 36,289 $2M $60.94 $1M +22,194 +157.5%
18 VEU 0.19% 28,010 $2M $67.22 -$391K -9,467 -25.3%
19 QQQ 0.15% 2,573 $1M $551.66 -$4M -9,277 -78.3%
20 ISRA 0.10% 18,255 $946K $51.83 $176K
21 CMDY 0.09% 17,134 $864K $50.44 +17,134 NEW
22 PONY 0.05% 34,771 $459K $13.20 +34,771 NEW
23 SUSA 0.04% 3,418 $433K $126.75 $33K -67 -1.9%
24 EEM 0.04% 7,525 $363K $48.24 $37K +72 +1.0%
25 EAGG 0.03% 7,096 $337K $47.54 $30K +613 +9.5%
26 GVI 0.03% 2,778 $297K $106.79 $2K

New Positions

SymbolValue% Port
RSP $29M 3.02%
IEF $9M 0.88%
CMDY $864K 0.09%
PONY $459K 0.05%
View SEC EDGAR Filings for COMMON FUND FOR NONPROFIT ORGANIZATIONS →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms