Trustees of Dartmouth College
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 93.3%; sector active share 86.6% against the combined 13F book's sector weights.
Over time 15 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
11 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 99.3% | $333,537,380 |
| Energy | 0.7% | $2,406,272 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | +2,751,690 | 3,847,712 | $160,141,773 | ||
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VTHR | VANGUARD RUSSELL 3000 INDEX FUND | 98,053 | $32,497,705 | |
| — | 349,430 | $20,151,628 | ||
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
|
|
Added | 3,847,712 | $160,141,773 | 47.67% | ||
| VGK |
VANGUARD EUROPEAN STOCK INDEX FUND
|
Held | 590,190 | $52,255,422 | 15.55% | |
| VTHR |
VANGUARD RUSSELL 3000 INDEX FUND
|
NEW | 98,053 | $32,497,705 | 9.67% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Reduced | 146,886 | $32,010,865 | 9.53% | |
| IEMG |
iShares Trust
|
Reduced | 285,466 | $23,648,003 | 7.04% | |
|
|
NEW | 349,430 | $20,151,628 | 6.00% | ||
| IBIT |
iShares Bitcoin Trust ETF
|
Held | 201,531 | $6,708,966 | 2.00% | |
| BSOL |
Bitwise Solana Staking ETF
|
Held | 304,803 | $3,051,078 | 0.91% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
Held | 178,148 | $2,677,564 | 0.80% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 17,600 | $2,406,272 | 0.72% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Held | 2,070 | $394,376 | 0.12% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.