Dan L Duncan Foundation
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Dan L Duncan Foundation reported 2 stock positions worth $66.7 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 73.4% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 26.6%). Compared with Q4 2023, it reduced 1. The biggest sale was Vanguard Dividend Apprec ETF (VIG, shares −5%).
- Most Recent 13F
- Q3 2024
- Location
- HOUSTON, TX
- CIK
- 0001801470
- Portfolio Value
- $66.7M (Q1 2024)
- SEC Filing
- 0000905148-24-001414 ↗ filed May 15, 2024
Holdings Value
Holdings 2 stocks · $66.7M
Portfolio Sells Q4 2023 → Q1 2024
| VIG Vanguard Dividend Apprec ETF | Reduce -5.4% | 26.63% | −0.78 |
Portfolio Buys Q4 2023 → Q1 2024
| None this quarter. | |||