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Amara Financial

Latest statistics and disclosures from Amara Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are MGK, VIG, VEA, VO, EFA, and represent 58.58% of Amara Financial's stock portfolio.
Added to shares of these 10 stocks: SCHG, VEA, MGK, VIG, VO, JMST, CMF, SCHJ, IJR, TSLA.
Started 5 new stock positions in GOOGL, SCHJ, SCHX, JMST, TSLA.
Reduced shares in these 9 stocks: SPSB, MGV, IGSB, SPIB, GLTR, STIP, GLD, IJH, XJH.
Amara Financial was a net buyer of stock by $6.8M.
Amara Financial has $108M in assets under management (AUM), dropping by 3.69%.
Central Index Key (CIK): 0001934965

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Portfolio Holdings for Amara Financial

Amara Financial holds 47 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Mega Grwth Ind (MGK)	22.4	$24M	+4%	71k	343.41	View chart
Vanguard Specialized Funds Div App Etf (VIG)	14.2	$15M	+3%	79k	195.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.3	$11M	+19%	233k	47.82	View chart
Vanguard Index Fds Mid Cap Etf (VO)	6.6	$7.1M	+7%	27k	264.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	5.1	$5.5M		73k	75.61	View chart
Vanguard World Mega Cap Val Etf (MGV)	5.1	$5.5M	-6%	44k	124.91	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	5.0	$5.5M	+6%	95k	57.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.4	$4.8M	+5%	41k	115.22	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.5	$3.8M	-6%	74k	51.70	View chart
Vanguard Index Fds Value Etf (VTV)	2.7	$2.9M		17k	169.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.6	$2.8M	+296%	102k	27.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.1	$2.3M		36k	62.31	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	1.2	$1.3M	+10%	50k	25.05	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	1.0	$1.1M		22k	49.72	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$982k		1.7k	586.03	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.8	$902k	+6%	16k	56.70	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$860k	-6%	8.5k	100.60	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$818k	+14%	16k	52.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$794k	-5%	3.3k	242.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$734k		1.8k	410.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$718k		1.3k	538.94	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$559k		2.9k	190.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$546k	+4%	2.3k	240.28	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.5	$526k		5.3k	98.41	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.5	$523k	-11%	4.8k	109.80	View chart
Amedisys (AMED)	0.5	$495k		5.5k	90.79	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.4	$484k	-50%	16k	29.86	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.4	$392k	-38%	12k	32.76	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$386k	NEW	7.6k	50.71	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$375k		1.5k	253.82	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.3	$355k		5.4k	65.81	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.3	$354k		8.5k	41.84	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$339k		3.1k	108.63	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.3	$328k	NEW	13k	24.38	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$325k		2.4k	135.38	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$325k		3.7k	87.89	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$322k		2.0k	161.74	View chart
Microsoft Corporation (MSFT)	0.3	$322k		764.00	421.43	View chart
Apple (AAPL)	0.3	$310k		1.2k	250.44	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$279k		4.0k	68.94	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$260k	+3%	6.2k	42.05	View chart
CVS Caremark Corporation (CVS)	0.2	$253k		5.6k	44.89	View chart
Tesla Motors (TSLA)	0.2	$241k	NEW	597.00	403.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$233k		3.3k	70.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$232k		577.00	401.74	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$205k	NEW	8.9k	23.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$201k	NEW	1.1k	189.21	View chart

Past Filings by Amara Financial

SEC 13F filings are viewable for Amara Financial going back to 2024

Amara Financial 2024 Q4 filed Feb. 6, 2025
Amara Financial 2024 Q3 filed Nov. 7, 2024

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