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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 $373,634,470
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 571,094 $34,219,930 9.16%
2.
Ishares Trust
 IEF 50,649 $33,899,066 9.07%
3.
Vanguard Scottsdale Funds
 342,910 $28,842,187 7.72%
4.
Ishares Tr - INTRM GOV CR ETF
 193,366 $20,774,614 5.56%
5.
Ishares Trust
 IEF 285,032 $18,601,188 4.98%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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