SGF
Stephens Greth Foundation Portfolio holdings
AUM
$174M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$174M
AUM Growth
–
Holding
4
Top Buys
| 1 | +$153M | |
| 2 | +$9.93M | |
| 3 | +$5.01M | |
| 4 |
iShares MSCI Japan ETF
EWJ
|
+$4.94M |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard S&P 500 ETF
VOO
$864B
| $154M | 88.48% |
+245,401
|
|
||
2
Vanguard FTSE Europe ETF
VGK
$32.2B
| $10.2M | 5.88% |
+122,220
|
|
||
3
Vanguard FTSE Emerging Markets ETF
VWO
$118B
| $4.96M | 2.85% |
+92,270
|
|
||
|
4
iShares MSCI Japan ETF
EWJ
$19.2B
| $4.85M | 2.79% |
+60,128
|
|