AMARA FINANCIAL, LLC. 13F Holdings
CIK 0001934965 · SAN FRANCISCO, CA
As of Sep 30, 2025, AMARA FINANCIAL, LLC. reported 47 positions worth
CIK 0001934965 · SAN FRANCISCO, CA
As of Sep 30, 2025, AMARA FINANCIAL, LLC. reported 47 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD WORLD FUND | MGK | — | 69,764 | $28.1M | 20.68% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 90,101 | 9.4M | 14.32% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 290,656 | 7.4M | 12.83% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 27,045 | $7.9M | 5.85% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 241,501 | $7.7M | 5.68% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 52,696 | $7.3M | 5.35% |
| ISHARES MSCI EAFE ETF | EFA | — | 55,817 | $5.2M | 3.84% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 90,861 | $4.8M | 3.55% |
| VANGUARD VALUE INDEX FUND | VTV | — | 22,103 | $4.1M | 3.04% |
| ABRDN GOLD ETF TRUST | SGOL | — | 84,517 | $3.1M | 2.29% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 24,995 | $3.0M | 2.19% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 42,490 | $2.8M | 2.04% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 25,191 | $2.6M | 1.92% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 25,514 | .7M | 1.24% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 7,445 | .5M | 1.13% |
| COLUMBIA ETF TR I | — | — | 30,555 | .4M | 1.05% |
| ISHARES ESG ADVANCED MSCI USA ETF | USXF | — | 24,736 | .4M | 1.04% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 5,507 | .4M | 1.03% |
| SPDR GOLD TRUST | GQ9 | — | 3,197 | .1M | 0.84% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,693 | .1M | 0.83% |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | — | 16,048 | .1M | 0.82% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 1,783 | $854.9K | 0.63% |
| VANGUARD 500 INDEX FUND | VOO | — | 1,319 | $807.7K | 0.59% |
| ABRDN PRECIOUS METALS BASKET ETF TRUST | GLTR | — | 4,766 | $788.5K | 0.58% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 2,330 | $684.4K | 0.50% |