AI Portfolio Summary
In 2025 Q4, Diana Davis Spencer Foundation maintained a portfolio of 4 distinct positions.
Total Positions
4
Quarter
2025 Q4
Top Holding
BND (40.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-4 of 4
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BND
VANGUARD BD IND...
|
ETF | 40.20% | 40.24% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
1,608,100 | $119,111,967 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 37.48% | 37.47% |
#2
Prev: #2
|
6.5 | no change | no change |
P
S
|
1,426,000 | $111,056,880 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCLT
VANGUARD SCOTTS...
|
ETF | 11.80% | 12.05% |
#3
Prev: #3
|
6.0 | no change | no change |
P
S
|
461,000 | $34,966,850 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 10.51% | 10.24% |
#4
Prev: #4
|
5.5 | no change | no change |
P
S
|
49,675 | $31,152,683 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-4 of 4 holdings