Michelson Medical Research Foundation

Michelson Medical Research Foundation as of June 30, 2023

Portfolio Holdings for Michelson Medical Research Foundation

Michelson Medical Research Foundation holds 20 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Hi Yd Etf (HYG) 13.6 $19M 255k 75.07
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.0 $14M 306k 46.18
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 9.0 $13M 601k 21.04
Vanguard Bd Index Fds Short Trm Bond (BSV) 8.9 $13M 165k 75.57
Ishares Tr 0-3 Mnth Treasry (SGOV) 8.6 $12M 120k 100.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.8 $9.6M 237k 40.68
AvalonBay Communities (AVB) 6.0 $8.4M 45k 189.27
Ishares Tr S&p 500 Val Etf (IVE) 6.0 $8.4M 52k 161.19
Ishares Tr Core S&p500 Etf (IVV) 5.7 $8.0M 18k 445.71
Ishares Tr Core High Dv Etf (HDV) 5.3 $7.4M 73k 100.79
Ishares Tr Ishares Biotech (IBB) 3.9 $5.5M 43k 126.96
Prologis (PLD) 3.7 $5.2M 42k 122.63
Alexandria Real Estate Equities (ARE) 3.0 $4.2M 37k 113.49
California Res Corp Com Stock (CRC) 1.9 $2.6M 59k 45.29
Spdr Ser Tr S&p Biotech (XBI) 1.9 $2.6M 31k 83.20
Ishares Tr Pfd And Incm Sec (PFF) 1.8 $2.5M 82k 30.93
Talos Energy (TALO) 1.4 $1.9M 140k 13.87
Crescent Energy Company Cl A Com (CRGY) 1.2 $1.6M 156k 10.42
Boston Properties (BXP) 0.9 $1.3M 22k 57.59
Neuberger Berman Mlp Income (NML) 0.6 $797k 116k 6.88