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Home > Institutional Investor > Meridian Management Co > Profile

Instuitional Investor - Meridian Management Co

Fund Profile
Filing Period:
Fund Name: Meridian Management Co
Portfolio Value $322,933,342
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 686,287 $34,883,968 10.8%
2.
Ishares Trust
 IEF 48,593 $27,304,529 8.46%
3.
Vanguard Scottsdale Funds
 283,408 $23,171,409 7.18%
4.
Vanguard Intl Equity Index Funds
 VWO 471,433 $21,337,058 6.61%
5.
Ishares Tr - INTRM GOV CR ETF
 166,815 $17,685,687 5.48%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)