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Dana Moreau

Common Fund For Nonprofit Organizations

Assets Managed
$1.035B
Holdings
26
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-15.94%(2Q avg: -5.06%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Common Fund For Nonprofit Organizations's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Common Fund For Nonprofit Organizations over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.035B in assets, with a quarterly growth rate of -15.94% and a 2-quarter average growth rate of -5.06%. The portfolio is managed by Dana Moreau, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -31.24%
35.19%
$364.111M
559,878 shares@ $650.35 avg price
GUNR
Flexshares Global Upstream N
Recent Activity
Increased 1.14%
21.45%
$221.984M
4.024M shares@ $55.16 avg price
ACWI
Ishares Msci Acwi Etf
Recent Activity
Decreased -11.43%
11.83%
$122.39M
884,511 shares@ $138.38 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 14.71%
11.16%
$115.446M
193,200 shares@ $597.55 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 15.7%
5.12%
$52.984M
533,732 shares@ $99.27 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -25.5%
3.02%
$31.167M
162,398 shares@ $191.93 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Decreased -1.7%
2.29%
$23.657M
266,709 shares@ $88.71 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 11.61%
2.04%
$21.093M
32,291 shares@ $653.21 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
1.73%
$17.892M
315,051 shares@ $56.8 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.24%
1.02%
$10.464M
154,952 shares@ $67.53 avg price

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