University of Massachusetts Foundation, Inc. — Q1 2025 13F-HR

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Q1 2025 · 13F-HR

University of Massachusetts Foundation, Inc.holdings as filed

Filed 2025-05-13 · accession 0001802874-25-000004

$178.3M

Reported value

Positions

2025-03-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
922908769	VTI	VANGUARD INDEX FDS	$66.7M	37.4%	242,779	Common	SOLE
464287200	IVV	ISHARES TR	$46.6M	26.1%	82,898	Common	SOLE
46434G103	IEMG	ISHARES INC	$37.8M	21.2%	700,928	Common	SOLE
46432F842	IEFA	ISHARES TR	$27.2M	15.3%	359,506	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.