Gladwyn Financial Advisors, Inc.
CIK 2078684 · Holdings on Jun 30, 2025 · First reported Jul 29, 2025
Top ten holdings
Q2 2025- VBK7.56%
- VOT7.47%
- VBR7.45%
- VOE7.12%
- MGV5.42%
- MGK5.42%
- VSS4.93%
- VWO4.68%
- VEU3.74%
- VCSH3.36%
Share classes counted separately57.15%
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 | VBKVAN MORST SML-CAP GRO-USD INSML CP GRW ETF View history and evidence | $9.77M | 7.56% | 35.27K shares | Prior unavailable — | — | ↗▾ |
| 02 | VOTVNGRD MRNGSTR MC GRW ETF-USDMCAP GR IDXVIP View history and evidence | $9.66M | 7.47% | 33.97K shares | Prior unavailable — | — | ↗▾ |
| 03 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $9.63M | 7.45% | 49.37K shares | Prior unavailable — | — | ↗▾ |
| 04 | VOEVNGRD MRNGSTR MD-CAP VAL ETFMCAP VL IDXVIP View history and evidence | $9.20M | 7.12% | 55.96K shares | Prior unavailable — | — | ↗▾ |
| 05 | MGVVNGRD MRGSTR MG CP VL ETF-UIMEGA CAP VAL ETF View history and evidence | $7.01M | 5.42% | 53.40K shares | Prior unavailable — | — | ↗▾ |
| 06 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $7.00M | 5.42% | 19.13K shares | Prior unavailable — | — | ↗▾ |
| 07 | VSSVANGUARD FTSE ALL WO X-US SCFTSE SMCAP ETF View history and evidence | $6.38M | 4.93% | 47.45K shares | Prior unavailable — | — | ↗▾ |
| 08 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $6.04M | 4.68% | 122.19K shares | Prior unavailable — | — | ↗▾ |
| 09 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $4.83M | 3.74% | 71.91K shares | Prior unavailable — | — | ↗▾ |
| 10 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $4.35M | 3.36% | 54.70K 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 2078684 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 129255052
}Research all 82 reported holdings.
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