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Home > Institutional Investor > Diana Davis Spencer Foundation > Profile

Instuitional Investor - Diana Davis Spencer Foundation

Fund Profile
Filing Period:
Fund Name: Diana Davis Spencer Foundation
Portfolio Value $287,826,754
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 1,608,100 $118,114,945 41.04%
2.
Vanguard Bond Index Funds
 BND 1,426,000 $109,188,820 37.94%
3.
Vanguard Scottsdale Funds
 461,000 $34,994,510 12.16%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 49,675 $25,528,479 8.87%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)