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Home > Institutional Investor > Ebor Charitable Trust > Profile

Instuitional Investor - Ebor Charitable Trust

Fund Profile
Filing Period:
Fund Name: Ebor Charitable Trust
Portfolio Value $47,158,770
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 94,836 $27,484,421 58.28%
2.
Vanguard Tax-Managed Fds
 219,629 $10,502,659 22.27%
3.
Blackrock Inc.
 101,355 $5,059,642 10.72%
4.
Blackrock Inc.
 42,436 $4,112,048 8.71%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)