Agincourt Capital Management, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 5, 2024), Agincourt Capital Management, LLC reported 4 stock positions worth $106.2 million. Its top holding was Vanguard Tot World STK ETF (VT) at 54.1% of the portfolio, followed by iShares Intl Aggregate Bond (IAGG, 21.1%) and iShares Core U.S. Aggregate (AGG, 14.6%). Compared with Q4 2023, it added to 3 and reduced 1. The biggest buy was iShares Intl Aggregate Bond (IAGG, shares +5%) and the biggest sale Vanguard Tot World STK ETF (VT, shares −1%).