Amara Financial

Amara Financial as of March 31, 2025

Portfolio Holdings for Amara Financial

Amara Financial holds 45 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Mega Grwth Ind (MGK) 20.2 $22M 71k 308.88
Vanguard Specialized Funds Div App Etf (VIG) 14.3 $15M 80k 193.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.9 $13M 253k 50.83
Vanguard Index Fds Mid Cap Etf (VO) 6.6 $7.1M 28k 258.62
Vanguard World Mega Cap Val Etf (MGV) 5.4 $5.9M 46k 128.84
Ishares Tr Core S&p Scp Etf (IJR) 4.4 $4.7M 45k 104.57
Ishares Tr Calif Mun Bd Etf (CMF) 4.1 $4.5M 79k 56.28
Ishares Tr Msci Eafe Etf (EFA) 3.9 $4.2M 51k 81.73
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.4 $3.7M 70k 52.37
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.2 $3.5M 140k 25.04
Vanguard Index Fds Value Etf (VTV) 2.8 $3.0M 17k 172.74
Etfs Gold Tr Physcl Gold Shs (SGOL) 2.4 $2.6M 86k 29.82
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $2.3M 40k 58.35
Ishares Tr Esg Msci Usa Etf (USXF) 1.0 $1.1M 24k 46.67
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.9 $995k 42k 23.85
Vanguard World Esg Intl Stk Etf (VSGX) 0.9 $945k 16k 58.98
Spdr Gold Tr Gold Shs (GLD) 0.9 $941k 3.3k 288.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $941k 1.7k 559.48
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $859k 8.3k 103.47
Ishares Core Msci Emkt (IEMG) 0.8 $828k 15k 53.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $680k 1.3k 513.88
Vanguard Index Fds Growth Etf (VUG) 0.6 $663k 1.8k 370.77
Pimco Etf Tr Enhancd Short (EMNT) 0.6 $660k 6.7k 98.75
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.6 $617k 4.8k 129.47
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $561k 2.9k 190.57
Vanguard Index Fds Small Cp Etf (VB) 0.5 $506k 2.3k 221.75
Amedisys (AMED) 0.5 $505k 5.5k 92.63
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $491k 16k 30.10
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $409k 8.1k 50.85
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.4 $400k 12k 33.24
CVS Caremark Corporation (CVS) 0.4 $382k 5.6k 67.75
Ishares Tr Esg Select Scre (XJH) 0.4 $380k 9.7k 39.07
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $362k 1.5k 244.67
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.3 $346k 5.4k 64.08
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.3 $323k 13k 24.64
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $322k 2.0k 160.53
Ishares Tr Esg Aware Msci (ESML) 0.3 $308k 8.0k 38.41
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $297k 3.7k 80.36
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $296k 7.3k 40.76
Microsoft Corporation (MSFT) 0.3 $287k 765.00 375.56
Apple (AAPL) 0.3 $276k 1.2k 222.19
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $267k 4.1k 65.75
Ishares Tr Core Msci Eafe (IEFA) 0.2 $251k 3.3k 75.65
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $209k 578.00 361.00
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $208k 8.3k 24.99