AI Portfolio Summary
In 2024 Q4, Edgehill Endowment Partners, LLC maintained a portfolio of 6 distinct positions.
Total Positions
6
Quarter
2024 Q4
Top Holding
VT (35.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VT
VANGUARD INTL E...
|
ETF | 35.47% | 35.47% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
1,722,476 | $206,180,392 | 2022 Q1 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 23.10% | 23.10% |
#2
Prev: #2
|
6.5 | no change | no change |
P
S
|
1,325,914 | $134,275,296 | 2021 Q3 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 22.98% | 22.98% |
#3
Prev: #3
|
6.0 | no change | no change |
P
S
|
253,092 | $133,549,157 | 2018 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 16.86% | 16.86% |
#4
Prev: #4
|
5.5 | no change | no change |
P
S
|
1,621,749 | $97,986,051 | 2022 Q2 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
ISRA
VANECK ETF TRUS...
|
ETF | 0.97% | 0.97% |
#5
Prev: #5
|
1.9 | no change | no change |
P
S
|
143,407 | $5,612,649 | 2018 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.63% | 0.63% |
#6
Prev: #6
|
1.3 | no change | no change |
P
S
|
31,075 | $3,642,612 | 2018 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) |
Showing 1-6 of 6 holdings