Dan L Duncan Foundation
- SEC CIK
- 0001801470
- Latest filing
- Nov 14, 2024
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 2
- 0 vs. Q4 2022
- Portfolio value
- $62.2M
- +$3.10M (+5.2%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 665,108 | $44.5M | 71.5% | 00.0% | Unchanged | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 114,907 | $17.7M | 28.5% | −4,037−3.4% | Reduced | – |