$154 Million is the total value of Michelson Medical Research Foundation, Inc.'s 31 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 7 | Q2 2024 | 15.3% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q2 2024 | 8.9% |
| ISHARES TR | 7 | Q2 2024 | 8.7% |
| ISHARES TR | 7 | Q2 2024 | 8.4% |
| AVALONBAY CMNTYS INC | 7 | Q2 2024 | 7.4% |
| ISHARES TR | 7 | Q2 2024 | 5.1% |
| PROLOGIS INC. | 7 | Q2 2024 | 4.1% |
| ALEXANDRIA REAL ESTATE EQ IN | 7 | Q2 2024 | 4.3% |
| SPDR SER TR | 7 | Q2 2024 | 2.5% |
| CRESCENT ENERGY COMPANY | 7 | Q2 2024 | 1.6% |
View Michelson Medical Research Foundation, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
View Michelson Medical Research Foundation, 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.