Oikos Holdings is an investment fund managing more than $422 billion ran by Jennifer Tang. There are currently 6 companies in Mrs. Tang’s portfolio. The largest investments include Vanguard Index Fds and Vanguard Star Fds, together worth $330 billion.
As of 24th July 2024, Oikos Holdings’s top holding is 1,095,823 shares of Vanguard Index Fds currently worth over $213 billion and making up 50.4% of the portfolio value.
In addition, the fund holds 1,942,904 shares of Vanguard Star Fds worth $117 billion.
The third-largest holding is Ishares Tr worth $39 billion and the next is Schwab Strategic Tr worth $38.2 billion, with 734,367 shares owned.
Currently, Oikos Holdings's portfolio is worth at least $422 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Oikos Holdings office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Jennifer Tang serves as the Senior Controller at Oikos Holdings.
In the most recent 13F filing, Oikos Holdings revealed that it had opened a new position in
Schwab Strategic Tr and bought 734,367 shares worth $38.2 billion.
On the other hand, Jennifer Tang disclosed a decreased stake in Vanguard Index Fds by approximately 0.1%.
This leaves the value of the investment at $213 billion and 1,095,823 shares.
The two most similar investment funds to Oikos Holdings are Walter Public Investments and Cubic Asset Management. They manage $422 billion and $422 billion respectively.
These positions were updated on July 31st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
6.21%
1,095,823
|
$212,692,778,000 | 50.39% |
| Vanguard Star Fds |
No change
1,942,904
|
$117,157,111,000 | 27.76% |
| Ishares Tr |
1.02%
328,483
|
$39,017,211,000 | 9.24% |
| Schwab Strategic Tr |
Opened
734,367
|
$38,194,428,000 | 9.05% |
| Vanguard Intl Equity Index F |
1.10%
202,551
|
$11,877,591,000 | 2.81% |
| Vanguard Scottsdale Fds |
65.69%
40,865
|
$3,157,843,000 | 0.75% |
| No transactions found | |||
| Showing first 500 out of 6 holdings | |||