The Analysis of AMARA FINANCIAL, LLC.'s Holdings


Currently, AMARA FINANCIAL, LLC. holds 46 types of securities in its portfolio with a total value $144.4M. In the most recent quarter, they have increased their positions in VEA (+45.7K shares, valued at $2.9M), VIG (+7.9K shares, valued at $1.7M), IJR (+12.4K shares, valued at $1.5M); decreased their positions in VO (-6.1K shares, valued at $1.8M), MGK (-4.2K shares, valued at $1.7M), N/A (-2.8K shares, valued at $115.2K); initiated new positions in SCHC (+11.6K shares, valued at $527.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MGK VANGUARD WORLD FD65.6K shares-5.99%2025-12-312026-02-03history
VIG VANGUARD SPECIALIZED FUNDS98.0K shares8.72%2025-12-312026-02-03history
VEA VANGUARD TAX-MANAGED FDS336.4K shares15.74%2025-12-312026-02-03history
MGV VANGUARD WORLD FD57.2K shares8.58%2025-12-312026-02-03history
SCHG SCHWAB STRATEGIC TR241.3K shares-0.10%2025-12-312026-02-03history
VO VANGUARD INDEX FDS20.9K shares-22.56%2025-12-312026-02-03history
IGSB ISHARES TR106.5K shares17.18%2025-12-312026-02-03history
EFA ISHARES TR56.2K shares0.76%2025-12-312026-02-03history
Sponsored
IJR ISHARES TR37.3K shares49.43%2025-12-312026-02-03history
VTV VANGUARD INDEX FDS22.1K shares-0.18%2025-12-312026-02-03history
ETFS GOLD TR ETFS GOLD TR81.7K shares-3.32%2025-12-312026-02-03history
STIP ISHARES TR27.7K shares10.11%2025-12-312026-02-03history
IJH ISHARES TR42.0K shares-1.20%2025-12-312026-02-03history
IEMG ISHARES INC40.7K shares59.71%2025-12-312026-02-03history
IVE ISHARES TR7.5K shares0.47%2025-12-312026-02-03history
USXF ISHARES TR26.5K shares7.26%2025-12-312026-02-03history
Sponsored
VB VANGUARD INDEX FDS5.5K shares0.40%2025-12-312026-02-03history
EQIN COLUMBIA ETF TR I28.6K shares-6.52%2025-12-312026-02-03history
GLD SPDR GOLD TR3.2K shares0.00%2025-12-312026-02-03history
SPY SPDR S&P 500 ETF TR1.7K shares0.30%2025-12-312026-02-03history
VSGX VANGUARD WORLD FD16.0K shares-0.06%2025-12-312026-02-03history
GLTR ABRDN PRECIOUS METALS BASKET4.8K shares0.00%2025-12-312026-02-03history
VUG VANGUARD INDEX FDS1.8K shares0.06%2025-12-312026-02-03history
VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares-0.76%2025-12-312026-02-03history
Sponsored
VOT VANGUARD INDEX FDS2.5K shares7.90%2025-12-312026-02-03history
BSV VANGUARD BD INDEX FDS8.7K shares22.96%2025-12-312026-02-03history
EMNT PIMCO ETF TR6.9K shares0.55%2025-12-312026-02-03history
VOE VANGUARD INDEX FDS3.7K shares8.93%2025-12-312026-02-03history
SCHC SCHWAB STRATEGIC TR11.6K sharesnew addition2025-12-312026-02-03history
SPSB SPDR SERIES TRUST16.9K shares1.36%2025-12-312026-02-03history
CVS CVS HEALTH CORP5.6K shares0.00%2025-12-312026-02-03history
AAPL APPLE INC1.5K shares-0.13%2025-12-312026-02-03history
Sponsored
SPIB SPDR SERIES TRUST12.3K shares0.93%2025-12-312026-02-03history
SPYG SPDR SERIES TRUST3.7K shares0.03%2025-12-312026-02-03history
IEFA ISHARES TR4.4K shares1.20%2025-12-312026-02-03history
FTLS FIRST TR EXCH TRADED FD III5.4K shares0.02%2025-12-312026-02-03history
MSFT MICROSOFT CORP790 shares0.25%2025-12-312026-02-03history
XJH ISHARES TR8.2K shares3.91%2025-12-312026-02-03history
ALPHABET INC ALPHABET INC1.1K shares0.00%2025-12-312026-02-03history
SPYM SPDR SERIES TRUST4.1K shares0.17%2025-12-312026-02-03history
Sponsored
IWF ISHARES TR571 shares0.18%2025-12-312026-02-03history
TSLA TESLA INC597 shares0.00%2025-12-312026-02-03history
ALPHABET INC ALPHABET INC855 shares0.12%2025-12-312026-02-03history
SUSB ISHARES TR9.7K shares-2.53%2025-12-312026-02-03history
ESML ISHARES TR5.1K shares-26.99%2025-12-312026-02-03history
SCHX SCHWAB STRATEGIC TR8.5K shares0.31%2025-12-312026-02-03history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: AMARA FINANCIAL, LLC. | TradeFomo