Amara Financial

Amara Financial as of Dec. 31, 2024

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