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RAINWATER CHARITABLE FOUNDATION

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FORT WORTH TX
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Rainwater Charitable Foundation is based out of Fort Worth. Their last reported 13F filing for Q4 2023 included $130,268,471 in managed 13F securities and a top 10 holdings concentration of 100.0%. Rainwater Charitable Foundation's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 328,295. Whalewisdom has at least 26 13F filings

2023-12-31

Top Buys (13F)

Name % Change
VGLT VANGUARD LONG-TERM T 15.17%
VCTR Victory Capital Hold 3.61%
VGIT VANGUARD INTERMEDIAT 3.56%

2023-12-31

Top Sells (13F)

Name % Change
VT VANGUARD TOTAL WORLD 13.36%
VTI VANGUARD TOTAL STOCK 9.34%

2023-12-31

13F Holdings Summary

Name $ Change
VTI VANGUARD TOTAL STOCK 59.78%
VGIT VANGUARD INTERMEDIAT 16.8%
VGLT VANGUARD LONG-TERM T 15.17%
VNQ Vanguard Real Estate 4.64%
VCTR Victory Capital Hold 3.61%

2023-12-31

13F Activity

Market Value $130m, Prior: $121m
New Purchases 2 stocks
Added To 1 stocks
Sold out of 1 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 100%
Turnover %[1] 60%
Turnover Alt %[2] 22.83%
Time Held Top 20 6.4 quarters
Time Held Top 10 6.4 quarters
Time Held All 6.4 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance