Amara Financial, LLC.
- SEC CIK
- 0001934965
- 最新申報
- 2026/8/7
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/7 申報。只含多頭部位。
- 持股檔數
- 42
- 2024 年第 2 季沒有申報
- 總值
- $1.05 億
- 2024 年第 2 季沒有申報
Amara Financial, LLC. 沒有申報 2024 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard World FD921910816 | MEGA GRWTH IND | 67,557 | $2,175 萬 | 20.8% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 76,125 | $1,508 萬 | 14.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 195,714 | $1,034 萬 | 9.9% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 25,152 | $663.6 萬 | 6.3% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 46,979 | $602.7 萬 | 5.8% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 71,712 | $599.7 萬 | 5.7% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 89,322 | $519.1 萬 | 5.0% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 39,257 | $459.1 萬 | 4.4% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 79,283 | $417.5 萬 | 4.0% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,231 | $300.8 萬 | 2.9% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 25,697 | $267.7 萬 | 2.6% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 36,491 | $227.4 萬 | 2.2% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 45,541 | $114.4 萬 | 1.1% | – | – | 歷史 |
| iShares Tr46436E767 | ESG MSCI USA ETF | 21,887 | $107.4 萬 | 1.0% | – | – | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 32,462 | $98.3 萬 | 0.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,671 | $95.9 萬 | 0.9% | – | – | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 9,188 | $93.1 萬 | 0.9% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 14,933 | $91.9 萬 | 0.9% | – | – | – |
| GLDSPDR Gold Trust | ETF | 3,462 | $84.1 萬 | 0.8% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,703 | $78.7 萬 | 0.8% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,326 | $70.0 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,786 | $68.6 萬 | 0.7% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 19,370 | $65.3 萬 | 0.6% | – | – | – |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 5,387 | $61.0 萬 | 0.6% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 2,913 | $57.4 萬 | 0.5% | – | – | – |
| AMEDAmedisys Inc | COM | 5,450 | $52.6 萬 | 0.5% | – | – | 歷史 |
| PIMCO ETF Tr72201R643 | ENHANCD SHORT | 5,290 | $52.4 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,174 | $51.6 萬 | 0.5% | – | – | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 8,550 | $36.2 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,475 | $35.9 萬 | 0.3% | – | – | – |
| CVSCVS Health Corp | Stock | 5,632 | $35.4 萬 | 0.3% | – | – | 歷史 |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 5,398 | $34.3 萬 | 0.3% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,106 | $33.4 萬 | 0.3% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 2,393 | $33.4 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,981 | $33.2 萬 | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 764 | $32.9 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,690 | $30.6 萬 | 0.3% | – | – | – |
| AAPLApple Inc. | Stock | 1,238 | $28.8 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,042 | $27.3 萬 | 0.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,297 | $25.7 萬 | 0.2% | – | – | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 5,985 | $25.0 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 577 | $21.6 萬 | 0.2% | – | – | – |