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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 $351,687,836
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 71,238 $35,878,885 10.2%
2.
Vanguard Tax-Managed Fds
 679,731 $32,382,364 9.2%
3.
Vanguard Intl Equity Index Funds
 VWO 537,061 $21,820,801 6.2%
4.
Vanguard Scottsdale Funds
 263,733 $21,098,645 5.99%
5.
Ishares Tr
 157,838 $16,394,683 4.66%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)