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CIK: 0001965304
Total reported value
$108.2M
$108.2M
25 檔
50.3%
In Q2 2024, Michelson Medical Research Foundation, Inc.'s U.S. equity holdings reached a combined market value of $108.2M, distributed across 25 disclosed stock positions.
During Q2 2024, Michelson Medical Research Foundation, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.35% | +0.12% | — | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 8.90% | +0.04% | — | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 8.12% | -0.24% | — | |
| 4 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 7.38% | — | -6.71% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.05% | — | -16.68% | |
| 6 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 6.84% | — | — | |
| 7 | IBB | Ishares Biotechnology ETF | ETF-Tech | 5.12% | +0.15% | — | |
| 8 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 4.84% | +0.19% | — | |
| 9 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 4.30% | — | — | |
| 10 | PLD | Prologis Inc | Stock-Real Estate | 4.09% | — | — | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 3.55% | +0.15% | — | |
| 12 | IWC | Ishares Micro-cap ETF | ETF-Other | 3.47% | +0.81% | — | |
| 13 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 2.90% | — | — | |
| 14 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.49% | — | — | |
| 15 | SUI | Sun Communities Inc | Stock-Real Estate | 2.17% | — | — | |
| 16 | EWW | Ishares Msci Mexico ETF | ETF-Other | 2.04% | -0.29% | — | |
| 17 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.91% | -0.58% | — | |
| 18 | CRGY | Crescent Energy Inc-a | Stock-Energy | 1.59% | -0.72% | — | |
| 19 | BUR | Burford Capital Limited | Stock-Other | 1.35% | — | — | |
| 20 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 1.28% | +0.77% | — | |
| 21 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.18% | +0.01% | — | |
| 22 | BXP | Bxp Inc | Stock-Real Estate | 1.15% | — | — | |
| 23 | EWY | Ishares Msci South Korea ETF | ETF-Other | 1.15% | +1.24% | — | |
| 24 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 0.99% | -0.24% | — | |
| 25 | NML | Neuberger Energy Infrastruct | Stock-Other | 0.80% | — | — |
According to official SEC Form 13F filings, Michelson Medical Research Foundation, Inc. reported a total U.S. public equity portfolio value of $108.2M across 25 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, VWO, IVE) accounted for 50.3% of total reported equity market value during Q2 2024.
During Q2 2024, Michelson Medical Research Foundation, Inc.'s top holdings by market value included VEA (15.3%)、VWO (8.9%)、IVE (8.1%). The largest single position, VEA, represented 15.3% of total portfolio value.
In Q2 2024, Michelson Medical Research Foundation, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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