$141 Million is the total value of Michelson Medical Research Foundation, Inc.'s 20 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SGOV | New | ISHARES TR0-3 mnth treasry | $12,035,348 | – | 119,600 | +100.0% | 8.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
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.