Equal-WT
WhaleScore 2.0
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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