$412 Million is the total value of Geisinger Health's 5 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | New | ISHARES TRcore us aggbd et | $190,804,644 | – | 1,967,261 | +100.0% | 46.30% | – |
| IWB | New | ISHARES TRrus 1000 etf | $79,691,083 | – | 378,544 | +100.0% | 19.34% | – |
| IEFA | New | ISHARES TRcore msci eafe | $62,080,048 | – | 1,007,139 | +100.0% | 15.07% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $54,486,200 | – | 740,000 | +100.0% | 13.22% | – |
| EFV | New | ISHARES TReafe value etf | $25,004,600 | – | 545,000 | +100.0% | 6.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-02-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 55.4% |
| ISHARES TR | 4 | Q3 2023 | 27.4% |
| ISHARES TR | 4 | Q3 2023 | 20.7% |
| ISHARES TR | 4 | Q3 2023 | 6.4% |
| ISHARES TR | 3 | Q2 2023 | 15.1% |
View Geisinger Health's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR/A | 2023-02-23 |
| 13F-HR | 2023-02-10 |
View Geisinger Health'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.