Richard S. Fuld - Matrix Private Capital Group Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 139 | |
| Portfolio Value | $167.23M |
Portfolio Overview
Comprehensive analysis of Richard S. Fuld's investment portfolio
138
Total Holdings
$167.2M
Portfolio Value
Mar 31, 2025
Latest Filing
10.4%
Largest Position
Top Holdings
1
VTV
VANGUARD INDEX FDS
$17.3M
10.4%
↑+0.0%
2
VUG
VANGUARD INDEX FDS
$14.3M
8.6%
↑+0.0%
3
IEFA
ISHARES TR
$11.1M
6.7%
↑+0.0%
4
IJH
ISHARES TR
$10.0M
6.0%
↓-0.0%
5
XETYX
EATON VANCE TAX-MANAGED DIVE
$9.2M
5.5%
↓-0.0%
Recent Activity
BRK-A
Berkshire Hathaway Inc.
-1
Jun 30, 2025
BKNG
Booking Holdings Inc. Common St
-46
Jun 30, 2025
HYG
iShares iBoxx $ High Yield Corp
-58
Jun 30, 2025