Amara Financial

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

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Positions held by Amara Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Amara Financial

Amara Financial holds 42 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Mega Grwth Ind (MGK) 20.8 $22M 68k 321.95
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Vanguard Specialized Funds Div App Etf (VIG) 14.4 $15M 76k 198.06
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.9 $10M 196k 52.81
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Vanguard Index Fds Mid Cap Etf (VO) 6.3 $6.6M 25k 263.83
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Vanguard World Mega Cap Val Etf (MGV) 5.8 $6.0M 47k 128.28
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Ishares Tr Msci Eafe Etf (EFA) 5.7 $6.0M 72k 83.63
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Ishares Tr Calif Mun Bd Etf (CMF) 5.0 $5.2M 89k 58.11
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Ishares Tr Core S&p Scp Etf (IJR) 4.4 $4.6M 39k 116.96
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Ishares Tr Ishs 1-5yr Invs (IGSB) 4.0 $4.2M 79k 52.66
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Vanguard Index Fds Value Etf (VTV) 2.9 $3.0M 17k 174.57
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.6 $2.7M 26k 104.18
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Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $2.3M 37k 62.32
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Etfs Gold Tr Physcl Gold Shs (SGOL) 1.1 $1.1M 46k 25.13
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Ishares Tr Esg Msci Usa Etf (USXF) 1.0 $1.1M 22k 49.08
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Spdr Ser Tr Portfolio Short (SPSB) 0.9 $983k 33k 30.28
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $959k 1.7k 573.68
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $931k 9.2k 101.32
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Vanguard World Esg Intl Stk Etf (VSGX) 0.9 $919k 15k 61.51
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Spdr Gold Tr Gold Shs (GLD) 0.8 $842k 3.5k 243.06
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Ishares Core Msci Emkt (IEMG) 0.8 $787k 14k 57.41
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $700k 1.3k 527.53
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Vanguard Index Fds Growth Etf (VUG) 0.7 $686k 1.8k 384.02
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.6 $653k 19k 33.71
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Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.6 $610k 5.4k 113.29
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Ishares Tr S&p 500 Val Etf (IVE) 0.5 $574k 2.9k 197.17
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Amedisys (AMED) 0.5 $526k 5.5k 96.51
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Pimco Etf Tr Enhancd Short (EMNT) 0.5 $524k 5.3k 98.97
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $516k 2.2k 237.24
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Ishares Tr Esg Scrd S&p Mid (XJH) 0.3 $362k 8.6k 42.29
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $359k 1.5k 243.40
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CVS Caremark Corporation (CVS) 0.3 $354k 5.6k 62.88
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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.3 $343k 5.4k 63.47
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $334k 3.1k 107.67
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Ishares Tr S&P SML 600 GWT (IJT) 0.3 $334k 2.4k 139.49
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $332k 2.0k 167.63
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Microsoft Corporation (MSFT) 0.3 $329k 764.00 430.09
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $306k 3.7k 82.94
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Apple (AAPL) 0.3 $288k 1.2k 232.96
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $273k 4.0k 67.50
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $257k 3.3k 78.05
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Ishares Tr Esg Aware Msci (ESML) 0.2 $250k 6.0k 41.82
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $217k 577.00 375.14
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Past Filings by Amara Financial

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