AMARA FINANCIAL, LLC.
CIK 1934965 · Holdings on Sep 30, 2024 · First reported Nov 7, 2024
Top ten holdings
Q3 2024- MGK20.81%
- VIG14.43%
- VEA9.89%
- VO6.35%
- MGV5.77%
- EFA5.74%
- CMF4.97%
- IJR4.39%
- IGSB4.00%
- VTV2.88%
Share classes counted separately79.23%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $21.75M | 20.81% | 67.56K shares | Prior unavailable — | — | ↗▾ |
| 02 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $15.08M | 14.43% | 76.13K shares | Prior unavailable — | — | ↗▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $10.34M | 9.89% | 195.71K shares | Prior unavailable — | — | ↗▾ |
| 04 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $6.64M | 6.35% | 25.15K shares | Prior unavailable — | — | ↗▾ |
| 05 | MGVVNGRD MRGSTR MG CP VL ETF-UIMEGA CAP VAL ETF View history and evidence | $6.03M | 5.77% | 46.98K shares | Prior unavailable — | — | ↗▾ |
| 06 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $6.00M | 5.74% | 71.71K shares | Prior unavailable — | — | ↗▾ |
| 07 | CMFISHARES CALIFORNIA MUNI BONDCALIF MUN BD ETF View history and evidence | $5.19M | 4.97% | 89.32K shares | Prior unavailable — | — | ↗▾ |
| 08 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $4.59M | 4.39% | 39.26K shares | Prior unavailable — | — | ↗▾ |
| 09 | IGSBISHARES 1-5Y INV GRADE CORPISHS 1-5YR INVS View history and evidence | $4.18M | 4.00% | 79.28K shares | Prior unavailable — | — | ↗▾ |
| 10 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $3.01M | 2.88% | 17.23K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1934965 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 104502718
}Research all 42 reported holdings.
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