Finhabits Advisors as of March 31, 2026
Portfolio Holdings for Finhabits Advisors
Finhabits Advisors holds 15 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Core S&p Ttl Stk Etf (ITOT) | 18.3 | $20M | 139k | 142.43 | |
| Vanguard Shrt Trm Corp Bd Etf (VCSH) | 10.2 | $11M | 139k | 79.27 | |
| Ishares Iboxx Inv Cp Etf (LQD) | 10.1 | $11M | 101k | 108.99 | |
| Vanguard Intl Equity Index F Etf (VWO) | 9.0 | $9.8M | 181k | 54.05 | |
| Vanguard Strm Infproidx Etf (VTIP) | 8.2 | $8.9M | 178k | 49.95 | |
| Blackrock Ishares Us Equit Etf (DYNF) | 7.7 | $8.4M | 144k | 58.18 | |
| Vanguard Ftse Dev Mkt Etf (VEA) | 7.5 | $8.2M | 127k | 64.08 | |
| Goldman Sachs Acces Treasury Etf (GBIL) | 6.7 | $7.2M | 72k | 100.19 | |
| Ishares Jpmorgan Usd Emg Etf (EMB) | 5.3 | $5.7M | 61k | 93.93 | |
| Vanguard Mtg-bkd Secs Etf (VMBS) | 4.8 | $5.2M | 110k | 46.95 | |
| Vanguard Mun Bd Tax Exempt Etf (VTEB) | 4.2 | $4.6M | 91k | 49.89 | |
| Vanguard Real Estate Etf (VNQ) | 3.2 | $3.5M | 40k | 88.70 | |
| Blackrock Ishares Flexible Etf (BINC) | 2.6 | $2.8M | 55k | 51.93 | |
| Ishares Short Duration B Etf (NEAR) | 1.7 | $1.8M | 35k | 50.83 | |
| Etfs Physcl Gold Etf (SGOL) | 0.5 | $563k | 13k | 44.62 |
