☆Silicon Valley Community Foundation
Quality Q
0.975
AUM ($M)
1,769
Positions
4
Turnover
0.00
Top-10 wt
100%
Herfindahl
0.942
History (qtrs)
2
Excess Return
—
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Holdings · 4 positions · portfolio value $1,769M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SPY funds › | SPDR S&P 500 ETF TR | TRIM | — | 97.0% | +0.0% | 1,716.3 | 2,777,873 | -237,517 | 1 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 1.9% | -0.2% | 32.8 | 45 | +0 | 1 | — |
| ☆XYZ funds › | BLOCK INC | HOLD | — | 1.1% | +0.2% | 19.9 | 292,868 | +0 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.0% | -0.0% | 0.1 | 238 | +0 | 1 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 1,769 | 4 | 0.00 | 100% | 0.942 | 0.976 | — | entered |
| 2025Q1 | 1,739 | 4 | 0.00 | 100% | 0.942 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
JSON: /api/signals ·
/api/funds ·
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