Aznar Financial Advisors

Aznar Financial Advisors as of Dec. 31, 2025

Portfolio Holdings for Aznar Financial Advisors

Aznar Financial Advisors holds 31 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Mcp Etf (IJH) 14.2 $15M 224k 66.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 12.4 $13M 164k 78.81
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 9.8 $10M 132k 77.64
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.1 $8.4M 141k 59.93
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 7.9 $8.2M 215k 38.11
Ishares Tr Core Intl Aggr (IAGG) 7.4 $7.7M 154k 50.01
Ishares Tr 0-5 Yr Tips Etf (STIP) 6.6 $6.9M 68k 102.39
Vanguard Specialized Funds Div App Etf (VIG) 6.1 $6.4M 29k 219.78
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.7 $5.9M 126k 46.80
Ishares Tr Core S&p500 Etf (IVV) 3.6 $3.8M 5.5k 684.93
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.3 $2.4M 74k 32.57
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $2.4M 7.1k 335.27
Ishares Tr Core Msci Eafe (IEFA) 1.6 $1.6M 18k 89.46
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.4 $1.4M 19k 77.53
Ishares Tr Core Msci Total (IXUS) 1.3 $1.4M 16k 84.64
Ishares Tr Msci Eafe Min Vl (EFAV) 1.3 $1.3M 16k 86.25
Apple (AAPL) 1.1 $1.1M 4.2k 271.86
Dimensional Etf Trust Us Real Estate E (DFAR) 1.1 $1.1M 50k 22.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $1.1M 15k 74.07
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $936k 4.9k 191.56
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $527k 4.6k 113.72
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $487k 7.0k 69.67
Johnson & Johnson (JNJ) 0.4 $421k 2.0k 206.95
Ishares Core Msci Emkt (IEMG) 0.4 $404k 6.0k 67.22
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $374k 4.5k 83.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $334k 12k 27.43
Procter & Gamble Company (PG) 0.3 $312k 2.2k 143.31
Philip Morris International (PM) 0.3 $311k 1.9k 160.40
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $298k 5.5k 54.71
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $266k 5.5k 48.32
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $205k 3.6k 56.96