account_balance
Investment manager · 13F filer · SEC CIK 1250731
Chai Trust Co LLC
Reported value$1.45Bas of Jun 30, 2026
Positions12 1 new, 0 sold out
Top 10 weight99.3%ARDT alone is 52%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 12 stocks.
ARDTArdent Health, Inc.
52.3%
VTIVanguard Index FDS
13.9%
RSPInvesco Exchange Traded Fd T
8.3%
VOOVanguard Index FDS
7.1%Added +101%
VEAVanguard Tax-Managed FDS
6.5%Added +25%
IEMGiShares Inc
3.4%
VMRKVivmark Residential
3.2%
ELSEquity Lifestyle Properties Inc
2.3%
VHT1.3%
VWO
VFH
ARDTArdent Health, Inc.
52.3%
VTIVanguard Index FDS
13.9%
RSP8.3%
VOOVanguard Index FDS
7.1%
VEAVanguard Tax-Managed FDS
6.5%
IEMG
VMRK3.2%ELSVHT
VWO
VFH
Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ARDT Ardent Health, Inc. 52.3% Held
VTI Vanguard Index FDS 13.9% Held
RSP Invesco Exchange Traded Fd T 8.3% Held
VOO Vanguard Index FDS 7.1% Added +101%
VEA Vanguard Tax-Managed FDS 6.5% Added +25%
IEMG iShares Inc 3.4% Held
VMRK Vivmark Residential 3.2% Trimmed −3%ELS Equity Lifestyle Properties Inc 2.3% HeldVHT Vanguard World Fd 1.3% Held
VWO Vanguard Intl Equity Index F 1.0% Added +102%
VFH Vanguard World Fd 0.7% Held
IVV iShares Tr 0.0% New
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- IVV $240K
arrow_upwardAdded
- VWO +102%
- VOO +101%
- VEA +25%
arrow_downwardTrimmed
- VMRK −3%
remove_circleSold out
None
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