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  Name: University of Massachusetts Foundation Inc.
  City: BOSTON
  State: MA
  Zip: 02108
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $240,332,000
  Total Value Change : $14,420,000
  Securities Held Change : 0
   
All Securities Held : 4
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 0
  Unchanged Positions : 3
  Decreased Positions : 1

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Holdings Found : 4     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 1 - $258.19 $130,841,000 503,429 54.44% 11,418,000 0 0.051    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 2 - $523.57 $46,640,000 88,714 19.41% 895,000 -7,060 0.001    Closed - End Fund - E...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 3 - $53.68 $36,168,000 700,928 15.05% 715,000 0 0.007    N/A
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 4 - $0.00 $26,683,000 359,506 11.1% 1,392,000 0 0.003    N/A

      4 Records Found
  1    
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