$711 Million is the total value of Hackensack Meridian Health, Inc.'s 7 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 58.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $249,344,360 | -2.5% | 652,000 | -8.9% | 35.06% | +0.3% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $182,380,075 | +11.0% | 1,148,489 | +0.2% | 25.64% | +14.2% |
| GNR | SPDR INDEX SHS FDSglb nat resrce | $91,574,120 | +15.3% | 1,606,000 | 0.0% | 12.88% | +18.7% | |
| EEMV | New | ISHARES INCmsci emerg mrkt | $80,738,649 | – | 1,728,879 | +100.0% | 11.35% | – |
| EFA | ISHARES TRmsci eafe etf | $59,268,456 | +17.2% | 902,932 | 0.0% | 8.33% | +20.6% | |
| IBB | ISHARES TRishares biotech | $29,934,120 | +12.2% | 228,000 | 0.0% | 4.21% | +15.5% | |
| HYG | ISHARES TRiboxx hi yd etf | $18,039,350 | +3.1% | 245,000 | 0.0% | 2.54% | +6.2% | |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -4,419 | -100.0% | -0.05% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -1,934 | -100.0% | -0.06% | – |
| BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -78,647 | -100.0% | -0.09% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -6,775 | -100.0% | -0.33% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -399,000 | -100.0% | -5.58% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -1,195,000 | -100.0% | -12.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-07
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.