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DAN L DUNCAN FOUNDATION · 13F Holdings
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DAN L DUNCAN FOUNDATION

No.9397 Data as of 2024Q4
Latest AUM (Q4 2024)
$70.6M
QoQ Change Q3 2024
$0+0.0%
Holdings
2
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
2
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2024 ValueQ4 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIEFA
74.2%74.2%$52.4M671,206$52.4M671,20600.00%Unchanged
VVANGUARD SPECIALIZED FUNDSVIG
25.8%25.8%$18.2M91,966$18.2M91,96600.00%Unchanged

🧭 Institutional Sector Flow Heatmap

⏳
Net Outflow Net Inflow

Source: SEC EDGAR 13F filings (Q4 2019–Q4 2024 · 21 quarters) · USD · values estimated at quarter-end price

Built: 2026-09-12 10:28 · 13F Data · For reference only, not investment advice

Disclaimer: Data on this site is sourced from SEC EDGAR 13F filings and is for reference only. It does not constitute investment advice. Investing involves risk.

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