$148 Million is the total value of Michelson Medical Research Foundation, Inc.'s 27 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 800.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $15,789,915 | +11.8% | 361,160 | +18.1% | 10.66% | +6.1% |
| KRE | New | SPDR SER TRs&p regl bkg | $4,791,019 | – | 114,700 | +100.0% | 3.24% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $3,575,314 | – | 18,910 | +100.0% | 2.41% | – |
| IWC | New | ISHARES TRmicro-cap etf | $3,542,039 | – | 35,385 | +100.0% | 2.39% | – |
| EWZ | New | ISHARES INCmsci brazil etf | $2,493,471 | – | 81,300 | +100.0% | 1.68% | – |
| EWW | New | ISHARES INCmsci mexico etf | $2,436,926 | – | 41,850 | +100.0% | 1.64% | – |
| EWT | New | ISHARES INCmsci taiwan etf | $1,222,229 | – | 27,435 | +100.0% | 0.82% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $1,211,829 | – | 20,100 | +100.0% | 0.82% | – |
| EWY | New | ISHARES INCmsci sth kor etf | $1,187,936 | – | 20,155 | +100.0% | 0.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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 | 2024-02-14 |
| 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.