MASS GENERAL BRIGHAM, INC

PrivateCIK: 1678378
Location

SOMERVILLE, MA

📋 What this filing means

MASS GENERAL BRIGHAM, INC filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $192.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

3
Positions
$192.3K
Total AUM (reported)
1.22M
Total Shares

Allocation by class

TOTAL AUM$192.3K3 positions
ETF$184.0K95.7%
CL A$8.3K4.3%

Portfolio Concentration

Top 3100.0%TOP 10100.0%0%100%
Top 3$192.3K100.0%

Top 3 weight

100.0%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 0.00

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole3
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings3
Rows:

ISHARES CORE SP 500 ETF

SOLE
ETF
Shares299.89K
TypeSH
Market value$107.6K
55.93%
Sole
0.00
Shared
0.00
None
0.00

ISHARES CORE U.S. AGGREGATE ETF

SOLE
ETF
Shares793.40K
TypeSH
Market value$76.4K
39.75%
Sole
0.00
Shared
0.00
None
0.00

COINBASE GLOBAL INC CLASS A

SOLE
CL A
Shares128.95K
TypeSH
Market value$8.3K
4.32%
Sole
0.00
Shared
0.00
None
0.00
MASS GENERAL BRIGHAM, INC 13F Holdings — 3 Positions | Finecho