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Michelson Medical Research Foundation

Latest statistics and disclosures from Michelson Medical Research Foundation's latest quarterly 13F-HR filing:

Top 5 stock holdings are HYG, VEA, BSV, BKLN, VWO, and represent 53.13% of Michelson Medical Research Foundation's stock portfolio.
Added to shares of these 2 stocks: BKLN (+$11M), BSV (+$7.1M).
Reduced shares in these 10 stocks: VNQ (-$19M), IVV (-$6.5M), IVE (-$6.2M), HDV (-$5.9M), ERF, CHRD, Msd Acquisition Corp, ROSS, Warburg Pincus Capital Corp I-, Warburg Pincus Captal Corp I.
Sold out of its positions in ERF, CHRD, Vaneck Vectors Russia Index Et, VNQ, Arctos Northstar Acquisition C, Ldh Growth Corp I, Msd Acquisition Corp, ROSS, Warburg Pincus Captal Corp I, Warburg Pincus Capital Corp I-.
Michelson Medical Research Foundation was a net seller of stock by $-29M.
Michelson Medical Research Foundation has $128M in assets under management (AUM), dropping by -17.40%.
Central Index Key (CIK): 0001965304

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Portfolio Holdings for Michelson Medical Research Foundation

Michelson Medical Research Foundation holds 21 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Iboxx Hi Yd Etf (HYG)	15.1	$19M		255k	75.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.8	$14M		306k	45.17	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	9.9	$13M	+129%	165k	76.49	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	9.8	$13M	+549%	601k	20.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	7.5	$9.6M		237k	40.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	6.2	$7.9M	-44%	52k	151.76	View chart
AvalonBay Communities (AVB)	5.9	$7.5M		45k	168.06	View chart
Ishares Tr Core High Dv Etf (HDV)	5.8	$7.4M	-44%	73k	101.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.8	$7.4M	-46%	18k	411.08	View chart
Ishares Tr Ishares Biotech (IBB)	4.4	$5.6M		43k	129.16	View chart
Prologis (PLD)	4.1	$5.3M		42k	124.77	View chart
Alexandria Real Estate Equities (ARE)	3.7	$4.7M		37k	125.59	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.0	$2.6M		82k	31.22	View chart
Spdr Ser Tr S&p Biotech (XBI)	1.9	$2.4M		31k	76.21	View chart
California Res Corp Com Stock (CRC)	1.8	$2.3M		59k	38.50	View chart
Talos Energy (TALO)	1.6	$2.1M		140k	14.84	View chart
Crescent Energy Company Cl A Com (CRGY)	1.4	$1.8M		156k	11.31	View chart
Boston Properties (BXP)	0.9	$1.2M		22k	54.12	View chart
Neuberger Berman Mlp Income (NML)	0.6	$761k		116k	6.57	View chart
Rice Acquisition Corp Ii Shs Cl A (RONI)	0.4	$522k		51k	10.23	View chart
Orion Biotech Opportuntes Class A Ord Shs (ORIA)	0.4	$520k		51k	10.23	View chart

Past Filings by Michelson Medical Research Foundation

SEC 13F filings are viewable for Michelson Medical Research Foundation going back to 2022

Michelson Medical Research Foundation 2023 Q1 filed May 15, 2023
Michelson Medical Research Foundation 2022 Q4 filed Feb. 13, 2023

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