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, BKLN, BSV, VWO, and represent 44.35% of Michelson Medical Research Foundation's stock portfolio.
  • Michelson Medical Research Foundation has $165M in assets under management (AUM), dropping by 8.80%.
  • Central Index Key (CIK): 0001965304

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Portfolio Holdings for Michelson Medical Research Foundation

Michelson Medical Research Foundation holds 28 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Hi Yd Etf (HYG) 12.0 $20M 255k 77.73
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.0 $18M 361k 50.17
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 7.7 $13M 601k 21.15
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Vanguard Bd Index Fds Short Trm Bond (BSV) 7.7 $13M 165k 76.67
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.0 $9.9M 237k 41.77
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Ishares Tr S&p 500 Val Etf (IVE) 5.9 $9.7M 52k 186.81
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Ishares Tr Core S&p500 Etf (IVV) 5.7 $9.5M 18k 525.73
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AvalonBay Communities (AVB) 5.0 $8.3M 45k 185.56
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Ishares Tr Core High Dv Etf (HDV) 4.9 $8.1M 73k 110.21
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Ishares Tr Ishares Biotech (IBB) 3.6 $6.0M 43k 137.22
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Spdr Ser Tr S&p Regl Bkg (KRE) 3.5 $5.8M 115k 50.28
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Prologis (PLD) 3.3 $5.5M 42k 130.22
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Alexandria Real Estate Equities (ARE) 2.9 $4.8M 37k 128.91
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Vanguard Index Fds Small Cp Etf (VB) 2.6 $4.3M 19k 228.59
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Ishares Tr Micro-cap Etf (IWC) 2.6 $4.3M 35k 121.19
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California Res Corp Com Stock (CRC) 2.0 $3.2M 59k 55.10
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Spdr Ser Tr S&p Biotech (XBI) 1.8 $3.0M 31k 94.89
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Ishares Msci Mexico Etf (EWW) 1.8 $2.9M 42k 69.31
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Ishares Tr Pfd And Incm Sec (PFF) 1.6 $2.6M 82k 32.23
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Ishares Msci Brazil Etf (EWZ) 1.6 $2.6M 81k 32.42
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Talos Energy (TALO) 1.2 $1.9M 140k 13.93
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Crescent Energy Company Cl A Com (CRGY) 1.1 $1.9M 156k 11.90
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Ishares Msci Jpn Etf New (EWJ) 0.9 $1.4M 20k 71.35
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Boston Properties (BXP) 0.9 $1.4M 22k 65.31
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Ishares Msci Sth Kor Etf (EWY) 0.8 $1.4M 20k 67.11
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Ishares Msci Taiwan Etf (EWT) 0.8 $1.3M 27k 48.68
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Spdr Index Shs Fds S&p China Etf (GXC) 0.7 $1.1M 17k 65.78
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Neuberger Berman Mlp Income (NML) 0.5 $854k 116k 7.37
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Past Filings by Michelson Medical Research Foundation

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