SUMMIT ROCK ADVISORS, LP

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Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
02/10/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker92206C664 Stock NameVANGUARD SCOTTSDALE FDS $ Position$110.6 b % Position37.00 % $ Change1.00 % # Shares1,237,744 # Change1.00 %
Stock Ticker46432F396 Stock NameISHARES TR $ Position$65.4 b % Position22.00 % $ ChangeN / A # Shares315,070 # ChangeN / A
Stock Ticker464287481 Stock NameISHARES TR $ Position$41.2 b % Position14.00 % $ Change20.00 % # Shares325,342 # Change11.00 %
Stock Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$37.2 b % Position13.00 % $ Change11.00 % # Shares277,257 # Change0.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$35.4 b % Position12.00 % $ Change7.00 % # Shares141,544 # Change0.00 %
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
10/30/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker92206C664 Stock NameVANGUARD SCOTTSDALE FDS $ Position$109.7 b % Position43.00 % $ ChangeN / A # Shares1,227,915 # ChangeN / A
Stock Ticker81369Y506 Stock NameSELECT SECTOR SPDR TR $ Position$40.5 b % Position16.00 % $ Change34.00 % # Shares461,590 # Change39.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$33.0 b % Position13.00 % $ Change11.00 % # Shares141,544 # Change0.00 %
Stock Ticker464287481 Stock NameISHARES TR $ Position$34.4 b % Position13.00 % $ Change-33.00 % # Shares292,928 # Change-37.00 %
Stock Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$33.7 b % Position13.00 % $ Change19.00 % # Shares277,257 # Change21.00 %
Adviser Summit Rock Advisors, LP Type N-PX Submitted
08/01/2024
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
07/25/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker922042858 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$101.8 b % Position31.00 % $ Change-3.00 % # Shares2,326,086 # Change-8.00 %
Stock Ticker922042874 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$69.6 b % Position22.00 % $ ChangeN / A # Shares1,042,857 # ChangeN / A
Stock Ticker464287481 Stock NameISHARES TR $ Position$51.6 b % Position16.00 % $ Change-9.00 % # Shares467,742 # Change-6.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$29.8 b % Position9.00 % $ Change-47.00 % # Shares141,437 # Change-57.00 %
Stock Ticker81369Y506 Stock NameSELECT SECTOR SPDR TR $ Position$30.2 b % Position9.00 % $ Change377.00 % # Shares331,507 # Change394.00 %
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
05/08/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker922042858 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$105.4 b % Position34.00 % $ Change-17.00 % # Shares2,522,749 # Change-18.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$56.5 b % Position18.00 % $ ChangeN / A # Shares329,674 # ChangeN / A
Stock Ticker464287481 Stock NameISHARES TR $ Position$56.7 b % Position18.00 % $ Change16.00 % # Shares497,158 # Change6.00 %
Stock Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$56.4 b % Position18.00 % $ ChangeN / A # Shares62,366 # ChangeN / A
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$21.7 b % Position7.00 % $ ChangeN / A # Shares142,197 # ChangeN / A
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
01/26/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker922042858 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$126.8 b % Position58.00 % $ ChangeN / A # Shares3,084,575 # ChangeN / A
Stock Ticker464287481 Stock NameISHARES TR $ Position$48.8 b % Position23.00 % $ Change-12.00 % # Shares467,237 # Change-23.00 %
Stock Ticker81369Y506 Stock NameSELECT SECTOR SPDR TR $ Position$41.3 b % Position19.00 % $ Change-24.00 % # Shares492,472 # Change-18.00 %
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
10/24/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker922042775 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$93.2 b % Position46.00 % $ Change16.00 % # Shares1,796,570 # Change22.00 %
Stock Ticker81369Y506 Stock NameSELECT SECTOR SPDR TR $ Position$54.3 b % Position27.00 % $ ChangeN / A # Shares601,141 # ChangeN / A
Stock Ticker464287481 Stock NameISHARES TR $ Position$55.2 b % Position27.00 % $ Change5.00 % # Shares604,020 # Change11.00 %
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
07/21/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker922042775 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$80.3 b % Position39.00 % $ Change1.00 % # Shares1,475,096 # Change-1.00 %
Stock Ticker46090E103 Stock NameINVESCO QQQ TR $ Position$73.4 b % Position36.00 % $ ChangeN / A # Shares198,639 # ChangeN / A
Stock Ticker464287481 Stock NameISHARES TR $ Position$52.4 b % Position25.00 % $ ChangeN / A # Shares542,533 # ChangeN / A
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
05/09/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker922042775 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$79.4 b % Position52.00 % $ ChangeN / A # Shares1,485,720 # ChangeN / A
Stock Ticker81369Y506 Stock NameSELECT SECTOR SPDR TR $ Position$74.0 b % Position48.00 % $ Change-25.00 % # Shares893,279 # Change-21.00 %
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
01/12/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker81369Y506 Stock NameSELECT SECTOR SPDR TR ENERGY $ Position$98.9 b % Position67.00 % $ Change126560.00 % # Shares1,131,109 # Change4.00 %
Stock Ticker464287630 Stock NameISHARES TR RUS 2000 VAL ETF $ Position$47.9 b % Position33.00 % $ Change109483.00 % # Shares345,250 # Change2.00 %
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
11/02/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker81369Y506 Stock NameSELECT SECTOR SPDR TR $ Position$78.1 m % Position60.96 % $ Change29.54 % # Shares1,084,604 # Change28.62 %
Stock Ticker464287630 Stock NameISHARES TR $ Position$43.7 m % Position34.10 % $ Change-23.60 % # Shares338,862 # Change-19.32 %
Stock Ticker922042742 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$5.3 m % Position4.10 % $ Change96.45 % # Shares66,600 # Change112.58 %
Stock Ticker72703X106 Stock NamePLANET LABS PBC $ Position$559.0 k % Position0.44 % $ ChangeN / A # Shares102,880 # ChangeN / A
Stock Ticker23954D109 Stock NameDAY ONE BIOPHARMACEUTICALS I $ Position$516.0 k % Position0.40 % $ Change-12.98 % # Shares25,751 # Change-22.26 %
Adviser HR - Summit Rock Advisors, LP Type 13F-HR Submitted
08/01/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker81369Y506 Stock NameSELECT SECTOR SPDR TR $ Position$60.3 m % Position49.27 % $ Change-44.82 % # Shares843,269 # Change-41.02 %
Stock Ticker464287630 Stock NameISHARES TR $ Position$57.2 m % Position46.72 % $ Change16.99 % # Shares420,000 # Change38.68 %
Stock Ticker922042742 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$2.7 m % Position2.18 % $ Change-15.73 % # Shares31,329 # Change0.00 %
Stock Ticker00790R104 Stock NameADVANCED DRAIN SYS INC DEL $ Position$671.0 k % Position0.55 % $ ChangeN / A # Shares7,448 # ChangeN / A
Stock Ticker23954D109 Stock NameDAY ONE BIOPHARMACEUTICALS I $ Position$593.0 k % Position0.48 % $ Change80.24 % # Shares33,125 # Change0.00 %
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
05/06/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker81369Y506 Stock NameSELECT SECTOR SPDR TR $ Position$109.3 m % Position66.85 % $ ChangeN / A # Shares1,429,749 # ChangeN / A
Stock Ticker464287630 Stock NameISHARES TR $ Position$48.9 m % Position29.90 % $ Change3.84 % # Shares302,850 # Change6.84 %
Stock Ticker922042742 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$3.2 m % Position1.94 % $ ChangeN / A # Shares31,329 # ChangeN / A
Stock Ticker18914F103 Stock NameCLOVER HEALTH INVESTMENTS CO $ Position$748.0 k % Position0.46 % $ Change-4.59 % # Shares210,639 # Change0.00 %
Stock Ticker71722W107 Stock NamePHATHOM PHARMACEUTICALS INC $ Position$464.0 k % Position0.28 % $ Change-30.85 % # Shares34,100 # Change0.00 %
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
02/14/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker922908744 Stock NameVANGUARD INDEX FDS $ Position$60.9 m % Position36.37 % $ Change29.24 % # Shares413,962 # Change18.93 %
Stock Ticker464287663 Stock NameISHARES TR $ Position$56.5 m % Position33.75 % $ Change7.70 % # Shares740,195 # Change0.00 %
Stock Ticker464287630 Stock NameISHARES TR $ Position$47.1 m % Position28.12 % $ Change-29.05 % # Shares283,472 # Change-31.54 %
Stock Ticker18914F103 Stock NameCLOVER HEALTH INVESTMENTS CO $ Position$784.0 k % Position0.47 % $ Change-49.61 % # Shares210,639 # Change0.00 %
Stock Ticker71722W107 Stock NamePHATHOM PHARMACEUTICALS INC $ Position$671.0 k % Position0.40 % $ Change-38.67 % # Shares34,100 # Change0.00 %
Adviser HR - Summit Rock Advisors, LP Type 13F-HR Submitted
10/26/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287630 Stock NameISHARES TR $ Position$66.3 m % Position39.35 % $ Change-44.04 % # Shares414,052 # Change-42.10 %
Stock Ticker464287663 Stock NameISHARES TR $ Position$52.5 m % Position31.12 % $ Change-1.50 % # Shares740,195 # Change0.00 %
Stock Ticker922908744 Stock NameVANGUARD INDEX FDS $ Position$47.1 m % Position27.95 % $ Change-40.63 % # Shares348,077 # Change-39.72 %
Stock Ticker18914F103 Stock NameCLOVER HEALTH INVESTMENTS CO $ Position$1.6 m % Position0.92 % $ ChangeN / A # Shares210,639 # ChangeN / A
Stock Ticker71722W107 Stock NamePHATHOM PHARMACEUTICALS INC $ Position$1.1 m % Position0.65 % $ Change-5.20 % # Shares34,100 # Change0.00 %
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
08/12/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287630 Stock NameISHARES TR $ Position$118.6 m % Position46.98 % $ ChangeN / A # Shares715,164 # ChangeN / A
Stock Ticker922908744 Stock NameVANGUARD INDEX FDS $ Position$79.4 m % Position31.45 % $ Change153.88 % # Shares577,391 # Change142.80 %
Stock Ticker464287663 Stock NameISHARES TR $ Position$53.3 m % Position21.11 % $ Change4.44 % # Shares740,195 # Change0.00 %
Stock Ticker71722W107 Stock NamePHATHOM PHARMACEUTICALS INC $ Position$1.2 m % Position0.46 % $ Change-9.91 % # Shares34,100 # Change0.00 %
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
05/13/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker922042742 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$133.2 m % Position45.25 % $ Change30.30 % # Shares1,369,410 # Change23.99 %
Stock Ticker464287663 Stock NameISHARES TR $ Position$51.0 m % Position17.32 % $ Change12.89 % # Shares740,195 # Change1.90 %
Stock Ticker922042718 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$43.5 m % Position14.76 % $ Change-26.86 % # Shares338,612 # Change-30.58 %
Stock Ticker464287655 Stock NameISHARES TR $ Position$33.7 m % Position11.45 % $ ChangeN / A # Shares152,585 # ChangeN / A
Stock Ticker922908744 Stock NameVANGUARD INDEX FDS $ Position$31.3 m % Position10.62 % $ ChangeN / A # Shares237,808 # ChangeN / A
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
02/12/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker922042742 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$102.2 m % Position35.66 % $ ChangeN / A # Shares1,104,408 # ChangeN / A
Stock Ticker922042718 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$59.4 m % Position20.73 % $ ChangeN / A # Shares487,765 # ChangeN / A
Stock Ticker464287663 Stock NameISHARES TR $ Position$45.2 m % Position15.75 % $ Change-51.23 % # Shares726,403 # Change-57.42 %
Stock Ticker464288513 Stock NameISHARES TR $ Position$36.2 m % Position12.62 % $ Change37.17 % # Shares414,440 # Change31.83 %
Stock Ticker46435G102 Stock NameISHARES TR $ Position$16.6 m % Position5.80 % $ ChangeN / A # Shares172,253 # ChangeN / A
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
11/09/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287663 Stock NameISHARES TR $ Position$92.6 m % Position42.86 % $ ChangeN / A # Shares1,706,039 # ChangeN / A
Stock Ticker464288257 Stock NameISHARES TR $ Position$81.9 m % Position37.91 % $ Change16.04 % # Shares1,025,149 # Change7.04 %
Stock Ticker464288513 Stock NameISHARES TR $ Position$26.4 m % Position12.21 % $ Change78.54 % # Shares314,373 # Change73.69 %
Stock Ticker46429B267 Stock NameISHARES TR $ Position$13.9 m % Position6.43 % $ ChangeN / A # Shares497,312 # ChangeN / A
Stock Ticker71722W107 Stock NamePHATHOM PHARMACEUTICALS INC $ Position$1.3 m % Position0.59 % $ Change11.45 % # Shares34,776 # Change0.00 %
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
08/10/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464288257 Stock NameISHARES TR $ Position$70.6 m % Position65.77 % $ Change42.44 % # Shares957,719 # Change20.90 %
Stock Ticker464288513 Stock NameISHARES TR $ Position$14.8 m % Position13.76 % $ ChangeN / A # Shares180,999 # ChangeN / A
Stock Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$11.2 m % Position10.45 % $ ChangeN / A # Shares39,558 # ChangeN / A
Stock Ticker46435G102 Stock NameISHARES TR $ Position$9.6 m % Position8.95 % $ ChangeN / A # Shares135,431 # ChangeN / A
Stock Ticker71722W107 Stock NamePHATHOM PHARMACEUTICALS INC $ Position$1.1 m % Position1.07 % $ ChangeN / A # Shares34,776 # ChangeN / A
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
05/04/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464288257 Stock NameISHARES TR $ Position$49.6 m % Position55.68 % $ Change-9.88 % # Shares792,180 # Change14.14 %
Stock Ticker464287663 Stock NameISHARES TR $ Position$23.5 m % Position26.44 % $ Change-59.31 % # Shares509,549 # Change-44.48 %
Stock Ticker46434G103 Stock NameISHARES INC $ Position$15.9 m % Position17.88 % $ ChangeN / A # Shares393,289 # ChangeN / A
Adviser Summit Rock Advisors, LP Type 13F-HR Submitted
02/07/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287663 Stock NameISHARES TR $ Position$57.8 m % Position47.57 % $ ChangeN / A # Shares917,728 # ChangeN / A
Stock Ticker464288257 Stock NameISHARES TR $ Position$55.0 m % Position45.24 % $ ChangeN / A # Shares694,015 # ChangeN / A
Stock Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$4.3 m % Position3.55 % $ ChangeN / A # Shares14,600 # ChangeN / A
Stock Ticker464287432 Stock NameISHARES TR $ Position$4.0 m % Position3.33 % $ ChangeN / A # Shares29,868 # ChangeN / A
Stock Ticker29975E109 Stock NameEVENTBRITE INC $ Position$369.0 k % Position0.30 % $ ChangeN / A # Shares18,282 # ChangeN / A

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