DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Bloomington, IN
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Institutional Funds, Cash and Equiv & Commercial Paper | n/a | n/a | n/a | 1 | $19.2M | Jun 30, 2025 | Reported |
| Beneficial Interest in Irrevocable Trusts | n/a | n/a | n/a | 1 | $16.2M | Jun 30, 2025 | Reported |
| Private Investments | n/a | n/a | n/a | 98 | $2.1B | Jun 30, 2025 | Reported |
| Person | Title | Role | Asset class | Current | From | Source |
|---|---|---|---|---|---|---|
| D Abe Weldy | Co-CIO | cio | n/a | yes | n/a | Irs 990 |
| James Bergstrom | Co-CIO | cio | n/a | yes | n/a | Irs 990 |