Mangham Associates,LLC

Q3 2023 13F Holdings

  • Location
    charlottesville, VA
  • Num holdings

    14

  • Value ($000)

    $53,939

  • Date Filed
    10/16/2023
  • Form type
    13F-HR
  • CIK
    0001730480
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
$17.78M
33 %

187,041

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$14.27M
27 %

36,337

V
VTV

VANGUARD INDEX FDS

VALUE ETF
$8.20M
15 %

59,243

G
GQ9

SPDR GOLD TR

GOLD SHS
$3.92M
7 %

22,865

I
IJR

ISHARES TR

CORE S&P SCP ETF
$2.41M
5 %

25,616

B
BEPC

BROOKFIELD RENEWABLE CORP

CL A SUB VTG
$1.84M
3 %

75,264

M
MINT

PIMCO ETF TR

ENHAN SHRT MA AC
$1.45M
3 %

14,486

P
PICK

ISHARES INC

MSCI GBL ETF NEW
$1.44M
3 %

35,439

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
$664.58K
1 %

8,841

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
$567.97K
1 %

7,591

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 14