DAN L DUNCAN FOUNDATION

data from 30/09/2024

Capitalization

$ 70.602 M 7.85 %

Average holding period

16 ans

Performance

$ 12.114 M 29.80 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in DAN L DUNCAN FOUNDATION

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/09/30 IEFA ISHARES TR 74.20% 52.388 M $ 671206 2019/12/31 3.564 M $ 7.31 %
2024/09/30 VIG VANGUARD SPECIALIZED FUNDS 25.80% 18.215 M $ 91966 2021/12/31 1.456 M $ 8.72 %