$899 Million is the total value of Hackensack Meridian Health, Inc.'s 13 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 44.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $270,090,000 | +17.0% | 715,936 | +40.1% | 30.04% | +24.8% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $171,390,000 | -31.8% | 1,143,976 | -19.9% | 19.06% | -27.3% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $100,250,000 | +5.8% | 1,195,000 | +25.8% | 11.15% | +12.7% |
| EEM | ISHARES TRmsci emg mkt etf | $93,430,000 | -11.2% | 2,330,000 | 0.0% | 10.39% | -5.3% | |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $83,660,000 | -18.7% | 1,606,000 | -2.1% | 9.30% | -13.4% |
| EFA | Buy | ISHARES TRmsci eafe etf | $56,420,000 | -14.8% | 902,932 | +0.3% | 6.28% | -9.2% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $54,100,000 | +7.8% | 735,000 | +20.5% | 6.02% | +14.9% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $34,330,000 | +26.2% | 312,000 | +38.7% | 3.82% | +34.5% |
| IBB | ISHARES TRishares biotech | $26,820,000 | -9.7% | 228,000 | 0.0% | 2.98% | -3.8% | |
| BLV | New | VANGUARD BD INDEX FDSlong term bond | $5,180,000 | – | 65,000 | +100.0% | 0.58% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $2,570,000 | – | 6,775 | +100.0% | 0.29% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $440,000 | – | 1,934 | +100.0% | 0.05% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $410,000 | – | 4,419 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 38.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 26.4% |
| SPDR INDEX SHS FDS | 8 | Q3 2023 | 13.3% |
| ISHARES TR | 6 | Q1 2023 | 23.3% |
| ISHARES TR | 6 | Q1 2023 | 6.0% |
| ISHARES TR | 5 | Q1 2023 | 4.3% |
| ISHARES TR | 4 | Q3 2022 | 5.6% |
| ISHARES TR | 3 | Q3 2022 | 12.7% |
| ISHARES TR | 3 | Q2 2022 | 11.0% |
| ISHARES TR | 2 | Q3 2023 | 20.0% |
View Hackensack Meridian Health, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
View Hackensack Meridian Health, 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.