MM

Michelson Medical Research Foundation, Inc.

13F
Michelson Medical Research Foundation, Inc.
Last update 2024-08-14 25 Stocks (4 new)
Value $116.00 Mil Turnover 13 %
Countries:
Top Holdings: VEA(15.35%)VWO(8.90%)IVE(8.12%)AVB(7.38%)IVV(7.05%)
Portfolio Report
Summary Stock Picks Current Portfolio
Michelson Medical Research Fou... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VEA 		Vanguard FTSE Developed Markets ETF
361,160
17848.530
0%
15.350
0%
-
+3.02%
+4.80%
137500.822
 
VWO 		Vanguard FTSE Emerging Markets ETF
236,630
10354.930
0%
8.900
0%
-
+7.61%
+13.73%
78619.002
 
IVE 		iShares S&P 500 Value ETF
51,905
9447.230
0%
8.120
0%
-
+8.93%
+16.24%
36295.373
 
AVB 		AvalonBay Communities Inc
41,500
8585.940
-6.71%
7.380
-0.34%
0.030
+13.61%
+28.72%
33323.193
REITs
IVV 		iShares Core S&P 500 ETF
14,989
8202.430
-16.68%
7.050
-0.96%
-
+12.73%
+25.94%
566621.045
 
GDX 		VanEck Gold Miners ETF
234,305
7949.970
New Holding
6.840
+6.84%
-
+9.32%
+25.32%
14572.557
 
IBB 		iShares Biotechnology ETF
43,395
5956.400
0%
5.120
0%
-
+4.66%
+9.54%
7472.069
 
KRE 		SPDR S&P Regional Banking ETF
114,700
5631.770
0%
4.840
0%
-
+22.96%
+24.46%
3980.540
 
ARE 		Alexandria Real Estate Equities Inc
37,230
4999.510
0%
4.300
0%
0.020
+1.96%
-6.91%
19929.887
REITs
PLD 		Prologis Inc
42,405
4762.510
0%
4.090
0%
0.000
-4.60%
-11.29%
106917.642
REITs

Michelson Medical Research Foundation, Inc.'s Historical Top Holdings Breakdowns

Michelson Medical Research Foundation, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF2024-06-30Sold Out
-12.02%
●
75.68 ($76.88) 77.45
$79.78
3.78%
Sold Out
0
-255,130
BKLN 		Invesco Senior Loan ETF2024-06-30Sold Out
-7.70%
●
21 ($21.12) 21.22
$21.15
0.14%
Sold Out
0
-600,610
BSV 		Vanguard Short-Term Bond ETF2024-06-30Sold Out
-7.66%
●
75.81 ($76.3) 76.76
$77.42
1.47%
Sold Out
0
-164,845
GDX 		VanEck Gold Miners ETF2024-06-30New Buy
+6.84%
●
32.03 ($34.27) 37.24
$38.87
13.41%
New holding
234,305
234,305
HDV 		iShares Core High Dividend ETF2024-06-30Sold Out
-4.89%
●
105.85 ($108.87) 111.68
$119.75
9.99%
Sold Out
0
-73,240
MCHI 		iShares MSCI China ETF2024-06-30New Buy
+2.90%
●
38.97 ($43) 47.44
$49.40
14.88%
New holding
80,000
80,000
SUI 		Sun Communities Inc2024-06-30New Buy
+2.17%
●
111.32 ($118.82) 128.2
$125.24
5.40%
New holding
21,000
21,000
CRC 		California Resources Corp2024-06-30Sold Out
-1.95%
●
43.91 ($51.02) 56.94
$56.76
11.25%
Sold Out
0
-58,450
PFF 		iShares U.S. Preferred Stock2024-06-30Sold Out
-1.60%
●
30.65 ($31.48) 32.14
$33.23
5.54%
Sold Out
0
-81,970
BUR 		Burford Capital Ltd2024-06-30New Buy
+1.35%
●
12.76 ($14.68) 16.42
$13.85
-5.69%
New holding
120,000
120,000

Michelson Medical Research Foundation, Inc. Total Holding History ($B)

To

Michelson Medical Research Foundation, Inc.'s Asset Allocation

To

Michelson Medical Research Foundation, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Michelson Medical Research Foundation, Inc.'s Hypothetical Growth since 2024-06-30

Michelson Medical Research Foundation, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Michelson Medical Research Foundation, Inc.'s Holdings Heat Map

Size field:

Michelson Medical Research Foundation, Inc.'s Holdings Bubble Chart

Michelson Medical Research Foundation, Inc. News

  • 1

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