Amara Financial

Amara Financial as of June 30, 2025

Portfolio Holdings for Amara Financial

Amara Financial holds 43 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Mega Grwth Ind (MGK) 20.9 $24M 65k 366.17
Vanguard Specialized Funds Div App Etf (VIG) 14.5 $17M 81k 204.67
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 12.7 $14M 252k 57.01
Vanguard Index Fds Mid Cap Etf (VO) 6.3 $7.2M 26k 279.83
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 6.2 $7.1M 242k 29.21
Vanguard World Mega Cap Val Etf (MGV) 5.4 $6.2M 47k 131.20
Ishares Tr Msci Eafe Etf (EFA) 4.1 $4.6M 52k 89.39
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.8 $4.3M 81k 52.76
Vanguard Index Fds Value Etf (VTV) 2.7 $3.1M 17k 176.74
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $2.5M 23k 109.29
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $2.5M 40k 62.02
Etfs Gold Tr Physcl Gold Shs (SGOL) 2.2 $2.5M 79k 31.54
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.2 $2.4M 24k 102.91
Ishares Tr Esg Msci Usa Etf (USXF) 1.2 $1.3M 25k 53.93
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.3M 5.5k 236.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.0M 1.7k 617.67
Vanguard World Esg Intl Stk Etf (VSGX) 0.9 $1.0M 16k 65.50
Spdr Gold Tr Gold Shs (GLD) 0.9 $975k 3.2k 304.83
Ishares Core Msci Emkt (IEMG) 0.8 $914k 15k 60.03
Vanguard Index Fds Growth Etf (VUG) 0.7 $780k 1.8k 438.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $749k 1.3k 567.99
Amedisys (AMED) 0.6 $701k 7.1k 98.39
Pimco Etf Tr Enhancd Short (EMNT) 0.6 $674k 6.8k 98.77
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.6 $658k 4.8k 138.15
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $576k 2.9k 195.45
Spdr Series Trust Portfolio Short (SPSB) 0.4 $498k 17k 30.19
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $419k 1.5k 284.40
Spdr Series Trust Portfolio Intrmd (SPIB) 0.4 $407k 12k 33.58
Microsoft Corporation (MSFT) 0.3 $391k 786.00 497.34
CVS Caremark Corporation (CVS) 0.3 $389k 5.6k 68.98
Ishares Tr Core Msci Eafe (IEFA) 0.3 $360k 4.3k 83.48
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.3 $358k 5.4k 66.28
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.3 $352k 3.7k 95.31
Ishares Tr Esg Select Scre (XJH) 0.3 $339k 8.2k 41.50
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $326k 2.0k 164.47
Apple (AAPL) 0.3 $311k 1.5k 205.14
Spdr Series Trust Portfolio S&p500 (SPLG) 0.3 $307k 4.2k 72.70
Ishares Tr Esg Aware Msci (ESML) 0.3 $287k 6.9k 41.33
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $248k 4.9k 50.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $246k 578.00 424.89
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $243k 9.7k 25.17
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $210k 2.7k 78.70
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $206k 8.4k 24.44