Michelson Medical Research Foundation

Michelson Medical Research Foundation as of Dec. 31, 2023

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