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Home > Institutional Investor > Michelson Medical Research Foundation, Inc. > Profile

Instuitional Investor - Michelson Medical Research Foundation, Inc.

Fund Profile
Filing Period:
Fund Name: Michelson Medical Research Foundation, Inc.
Portfolio Value $151,641,302
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 255,130 $19,744,511 13.02%
2.
Invesco Exch Traded Fd Tr Ii
 600,610 $12,720,920 8.38%
3.
Vanguard Bond Index Funds
 BND 164,845 $12,696,362 8.37%
4.
Vanguard Intl Equity Index Funds
 VWO 236,630 $9,725,493 6.41%
5.
Ishares Trust
 IEF 51,905 $9,025,760 5.95%
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)