Style
ETFTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VOO) | 184,014 | $129.0M | 61.39% |
| 2 | Black Stone Minerals L P(BSM) | 5,663,476 | $81.1M | 38.61% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Energy | 36.09% | 38.61% | +2.52% |
| Unclassified | 63.91% | 61.39% | -2.52% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|
| Unclassified | 63.91% | 61.39% | -2.52% |
| Mid Cap | 36.09% | 38.61% | +2.52% |
Quarter-over-quarter position changes