$639 Million is the total value of Mass General Brigham, Inc's 33 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES CORE SP 500 ETFetf | $326,152,000 | +43.6% | 819,849 | +35.5% | 51.01% | +6.2% |
| AGG | Buy | ISHARES CORE U.S. AGGREGATE ETFetf | $232,665,000 | +37.8% | 2,043,973 | +43.1% | 36.39% | +1.9% |
| ACWI | ISHARES MSCI ACWI ETFetf | $80,603,000 | +4.9% | 847,113 | 0.0% | 12.61% | -22.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE U.S. AGGREGATE ETF | 10 | Q1 2021 | 100.0% |
| COINBASE GLOBAL INC CLASS A | 10 | Q3 2023 | 89.8% |
| ISHARES CORE SP 500 ETF | 9 | Q2 2023 | 57.8% |
| ISHARES CORE U.S. AGGREGATE ETF | 9 | Q2 2023 | 40.5% |
| ISHARES MSCI ACWI ETF | 8 | Q1 2021 | 100.0% |
| ISHARES CORE SP 500 ETF | 7 | Q1 2021 | 100.0% |
| RIVIAN AUTOMOTIVE INC | 3 | Q3 2023 | 10.2% |
| REVOLUTION MEDICINES INC | 2 | Q1 2023 | 5.7% |
| PINDUODUO INC ADR | 2 | Q3 2021 | 1.1% |
| JOUNCE THERAPEUTICS INC | 2 | Q1 2022 | 0.0% |
View Mass General Brigham, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-04 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-05 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-01-19 |
View Mass General Brigham, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.