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Home > Institutional Investor > Diana Davis Spencer Foundation > Profile

Instuitional Investor - Diana Davis Spencer Foundation

Fund Profile
Filing Period:
Fund Name: Diana Davis Spencer Foundation
Portfolio Value $296,288,380
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 1,608,100 $119,111,967 40.2%
2.
Vanguard Bond Index Funds
 BND 1,426,000 $111,056,880 37.48%
3.
Vanguard Scottsdale Funds
 461,000 $34,966,850 11.8%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 49,675 $31,152,683 10.51%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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