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, BKLN, BSV, VWO, IVE, and represent 42.15% of Michelson Medical Research Foundation's stock portfolio.
  • Added to shares of these 1 stock: GXC.
  • Started 1 new stock position in GXC.
  • Michelson Medical Research Foundation was a net buyer of stock by $1.1M.
  • Michelson Medical Research Foundation has $152M in assets under management (AUM), dropping by 2.38%.
  • Central Index Key (CIK): 0001965304

Tip: Access up to 7 years of quarterly data

Positions held by Michelson Medical Research Foundation consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Michelson Medical Research Foundation

Michelson Medical Research Foundation holds 28 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Hi Yd Etf (HYG) 13.0 $20M 255k 77.39
 View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 8.4 $13M 601k 21.18
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 8.4 $13M 165k 77.02
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.4 $9.7M 237k 41.10
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 6.0 $9.0M 52k 173.89
 View chart
Ishares Tr Core S&p500 Etf (IVV) 5.7 $8.6M 18k 477.63
 View chart
AvalonBay Communities (AVB) 5.5 $8.3M 45k 187.22
 View chart
Ishares Tr Core High Dv Etf (HDV) 4.9 $7.5M 73k 101.99
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.8 $7.3M 361k 20.21
 View chart
Spdr Ser Tr S&p Regl Bkg (KRE) 4.0 $6.0M 115k 52.43
 View chart
Ishares Tr Ishares Biotech (IBB) 3.9 $5.9M 43k 135.85
 View chart
Prologis (PLD) 3.7 $5.7M 42k 133.30
 View chart
Alexandria Real Estate Equities (ARE) 3.1 $4.7M 37k 126.77
 View chart
Ishares Tr Micro-cap Etf (IWC) 2.7 $4.1M 35k 116.03
 View chart
Vanguard Index Fds Small Cp Etf (VB) 2.7 $4.0M 19k 213.33
 View chart
California Res Corp Com Stock (CRC) 2.1 $3.2M 59k 54.68
 View chart
Ishares Msci Brazil Etf (EWZ) 1.9 $2.8M 81k 34.96
 View chart
Ishares Msci Mexico Etf (EWW) 1.9 $2.8M 42k 67.85
 View chart
Spdr Ser Tr S&p Biotech (XBI) 1.8 $2.8M 31k 89.29
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 1.7 $2.6M 82k 31.19
 View chart
Crescent Energy Company Cl A Com (CRGY) 1.4 $2.1M 156k 13.21
 View chart
Talos Energy (TALO) 1.3 $2.0M 140k 14.23
 View chart
Boston Properties (BXP) 1.0 $1.5M 22k 70.17
 View chart
Ishares Msci Sth Kor Etf (EWY) 0.9 $1.3M 20k 65.53
 View chart
Ishares Msci Jpn Etf New (EWJ) 0.9 $1.3M 20k 64.14
 View chart
Ishares Msci Taiwan Etf (EWT) 0.8 $1.3M 27k 46.03
 View chart
Spdr Index Shs Fds S&p China Etf (GXC) 0.8 $1.1M NEW 17k 68.12
 View chart
Neuberger Berman Mlp Income (NML) 0.5 $797k 116k 6.88
 View chart

Past Filings by Michelson Medical Research Foundation

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