Michelson Medical Research Foundation, Inc.

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 15, 2024
Value $
$165M
Signature - Title
David Cohen - Chief Financial Officer
Location
11755 Wilshire Blvd., Suite 1400, Los Angeles, California
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 28 $165M $0 $0 HYG, VEA, BKLN, BSV, VWO, IVE 13F-HR 5/15/2024, 04:06 PM
Q4 2023 27 $144M +$1.14M $0 +$1.14M HYG, BKLN, BSV, VWO, IVE, IVV 13F-HR 2/14/2024, 04:19 PM
Q3 2023 27 $148M +$22.9M -$12M +$10.8M HYG, VEA, BKLN, BSV, VWO, IVE 13F-HR 11/14/2023, 04:09 PM
Q2 2023 20 $141M +$12M -$1.04M +$11M HYG, VEA, BKLN, BSV, SGOV, VWO 13F-HR 8/14/2023, 04:11 PM
Q1 2023 21 $128M +$17.7M -$18.6M -$940K HYG, VEA, BSV, BKLN, VWO, IVE 13F-HR 5/15/2023, 04:12 PM
Q4 2022 31 $154M HYG, VNQ, HDV, IVE, IVV, VEA 13F-HR 2/13/2023, 03:02 PM