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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 $445,550,203
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 590,999 $42,108,702 9.45%
2.
Vanguard Scottsdale Funds
 VCIT 428,030 $35,376,648 7.94%
3.
Ishares Trust
 IEF 46,777 $35,030,763 7.86%
4.
Ishares Tr - INTRM GOV CR ETF
 230,306 $24,434,295 5.48%
5.
Ishares Trust
 IEF 303,717 $23,419,618 5.26%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.