AF

AMARA FINANCIAL, LLC.

13F
AMARA FINANCIAL, LLC.
Last update 2025-04-25 45 Stocks (3 new)
Value $108.00 Mil Turnover 6 %
Countries:
Top Holdings: MGK(20.25%)VIG(14.25%)VEA(11.87%)VO(6.56%)MGV(5.42%)
Summary Stock Picks Current Portfolio
AMARA FINANCIAL, LLC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MGK
Vanguard Mega Cap Growth ETF
70,942
21,912.4
+0.34%
20.250
+0.07%
0.080
+25.31%
+9.36%
25,700.8
 
VIG
Vanguard Dividend Appreciation FTF
79,500
15,422.1
+0.89%
14.250
+0.13%
0.020
+12.35%
+7.12%
90,113.3
 
VEA
Vanguard FTSE Developed Markets ETF
252,654
12,842.4
+8.37%
11.870
+0.92%
0.010
+13.93%
+23.62%
163,253.0
 
VO
Vanguard Mid-Cap ETF
27,464
7,102.6
+1.90%
6.560
+0.12%
0.010
+15.69%
+9.70%
80,587.6
 
MGV
Vanguard Mega Cap Value ETF
45,562
5,870.2
+3.80%
5.420
+0.20%
0.060
+10.15%
+7.67%
9,175.0
 
IJR
iShares Core S&P Small-Cap ETF
45,417
4,749.3
+9.73%
4.390
+0.39%
0.010
+16.69%
-0.55%
82,939.3
 
CMF
iShares California Muni Bond ETF
79,260
4,460.7
-16.87%
4.120
-0.85%
0.120
+0.98%
-2.16%
3,475.5
 
EFA
iShares MSCI EAFE ETF
51,067
4,173.7
-29.71%
3.860
-1.51%
0.010
+12.39%
+22.87%
65,857.2
 
IGSB
iShares 1-3 Year Credit Bond ETF
69,778
3,654.3
-5.59%
3.380
-0.20%
0.020
+2.24%
+4.06%
21,637.1
 
SCHG
Schwab U.S. Large-Cap Growth ETF
140,132
3,508.9
+37.65%
3.240
+0.89%
0.010
+23.30%
+7.27%
45,567.0
 

AMARA FINANCIAL, LLC.'s Historical Top Holdings Breakdowns

AMARA FINANCIAL, LLC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EFA
iShares MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-1.51%
●
74.85 ($80.6) 84.89
$91.32
13.30%
Reduce -29.71%
51,067
-21,589
SGOL
abrdn Physical Gold Shares ETF
2025-03-31
Add
Add
+0.97%
●
25.14 ($27.36) 29.82
$32.31
18.09%
Add 70.13%
85,692
35,322
PWZ
Invesco California AMT-Free Municipal Bond ETF
Invesco California AMT-Free Municipal Bond ETF
2025-03-31
New Buy
New Buy
+0.92%
●
23.68 ($24.43) 24.72
$22.77
-6.77%
New holding
41,735
41,735
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.92%
●
47.4 ($50.6) 52.99
$58.38
15.38%
Add 8.37%
252,654
19,506
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Add
Add
+0.89%
●
24.91 ($27.39) 29.02
$29.84
8.93%
Add 37.65%
140,132
38,327
CMF
iShares California Muni Bond ETF
2025-03-31
Reduce
Reduce
-0.85%
●
55.93 ($56.83) 57.46
$55.21
-2.85%
Reduce -16.87%
79,260
-16,081
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.39%
●
102.49 ($112.84) 119.96
$113.81
0.86%
Add 9.73%
45,417
4,027
IJS
iShares S&P Small-Cap 600 Value ETF
2025-03-31
Sold Out
Sold Out
-0.31%
●
96.3 ($105.5) 112.23
$105.07
-0.41%
Sold Out
0
-3,121
IJT
ISHARES TRUST
2025-03-31
Sold Out
Sold Out
-0.30%
●
121 ($133.74) 142.28
$136.58
2.12%
Sold Out
0
-2,399
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-03-31
New Buy
New Buy
+0.27%
●
40.03 ($44.05) 46.81
$44.37
0.72%
New holding
7,257
7,257

AMARA FINANCIAL, LLC. Total Holding History ($B)

To

AMARA FINANCIAL, LLC.'s Asset Allocation

To

AMARA FINANCIAL, LLC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

AMARA FINANCIAL, LLC.'s Hypothetical Growth since 2025-03-31

AMARA FINANCIAL, LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

AMARA FINANCIAL, LLC.'s Holdings Heat Map

Size field:

AMARA FINANCIAL, LLC.'s Holdings Bubble Chart

AMARA FINANCIAL, LLC. News

  • 1

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