$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | ORION BIOTECH OPPORTUNTES CO | $0 | – | -50,780 | -100.0% | -0.41% | – | |
| Exit | RICE ACQUISITION CORP II | $0 | – | -51,030 | -100.0% | -0.41% | – |
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 |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 15.1% |
| VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 10.8% |
| VANGUARD BD INDEX FDS | 4 | Q3 2023 | 9.9% |
| INVESCO EXCH TRADED FD TR II | 4 | Q3 2023 | 9.8% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 7.5% |
| ISHARES TR | 4 | Q3 2023 | 8.7% |
| ISHARES TR | 4 | Q3 2023 | 8.4% |
| ISHARES TR | 4 | Q3 2023 | 8.9% |
| AVALONBAY CMNTYS INC | 4 | Q3 2023 | 6.0% |
| ISHARES TR | 4 | Q3 2023 | 4.4% |
View Michelson Medical Research Foundation, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.