Aznar Financial Advisors, LLC
CIK 2072140 · Holdings on Dec 31, 2025 · First reported Feb 19, 2026
Top ten holdings
Q4 2025- IJH14.21%
- BSV12.40%
- VTC9.84%
- VGIT8.11%
- DFAI7.87%
- IAGG7.38%
- STIP6.65%
- VIG6.13%
- DFAU5.67%
- IVV3.65%
Share classes counted separately81.91%
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 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $14.79M | 14.21% | 224.10K shares | Prior unavailable — | — | ▾ |
| 02 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $12.91M | 12.40% | 163.76K shares | Prior unavailable — | — | ▾ |
| 03 | VTCVANGUARD TOTAL CORPORATE BNDTOTAL CORP BND View history and evidence | $10.24M | 9.84% | 131.90K shares | Prior unavailable — | — | ▾ |
| 04 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $8.44M | 8.11% | 140.85K shares | Prior unavailable — | — | ▾ |
| 05 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $8.19M | 7.87% | 214.99K shares | Prior unavailable — | — | ▾ |
| 06 | IAGGISHARES INTL AGGREGATE BONDCORE INTL AGGR View history and evidence | $7.68M | 7.38% | 153.49K shares | Prior unavailable — | — | ▾ |
| 07 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $6.92M | 6.65% | 67.58K shares | Prior unavailable — | — | ▾ |
| 08 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $6.38M | 6.13% | 29.01K shares | Prior unavailable — | — | ▾ |
| 09 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $5.90M | 5.67% | 126.00K shares | Prior unavailable — | — | ▾ |
| 10 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $3.80M | 3.65% | 5.54K 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 2072140 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-19
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 104080387
}Research all 31 reported holdings.
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