FF

Francis Financial, Inc.

13F
Francis Financial, Inc.
Last update 2025-05-13 90 Stocks (5 new)
Value $412.00 Mil Turnover 13 %
Countries:
Top Holdings: VOO(16.44%)BIV(10.67%)META(7.86%)DFSI(5.70%)VUG(5.27%)
Summary Stock Picks Current Portfolio
Francis Financial, Inc. 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
VOO
Vanguard S&P 500 ETF
131,921
67,795.6
+0.32%
16.440
+0.05%
0.010
+19.59%
+7.78%
660,834.1
 
BIV
Vanguard Intermediate-Term Bond ETF
574,692
44,004.2
+8.88%
10.670
+0.87%
0.190
+1.75%
+4.50%
23,124.5
 
META
Meta Platforms Inc
56,237
32,412.7
-51.10%
7.860
-4.38%
0.000
+40.55%
+20.48%
1,770,790.4
Interactive Media
DFSI
Dimensional International Sustainability Core 1 ETF
Dimensional International Sustainability Core 1 ETF
673,835
23,510.1
+5.14%
5.700
+0.28%
3.640
+12.34%
+20.64%
745.3
 
VUG
Vanguard Growth ETF
58,623
21,738.4
-1.37%
5.270
-0.08%
0.020
+27.48%
+9.52%
167,127.0
 
JIRE
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
302,699
19,288.0
+588.27%
4.680
+4.00%
0.290
+10.47%
+19.38%
7,682.0
 
IVOO
Vanguard S&P Mid-Cap 400 ETF
191,464
18,897.5
+22.24%
4.580
+0.83%
0.800
+16.09%
+2.47%
2,613.4
 
FLXR
TCW ETF TRUST
459,505
17,998.8
New Holding
4.360
+4.36%
-
+2.75%
+4.71%
17,108.5
 
BGRN
iShares Global Green Bond ETF
369,746
17,511.2
+7.16%
4.250
+0.28%
4.400
+2.28%
+3.76%
402.5
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
127,135
16,395.4
-4.03%
3.980
-0.17%
0.030
+12.20%
+6.97%
58,807.4
 

Francis Financial, Inc.'s Historical Top Holdings Breakdowns

Francis Financial, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCLT
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
2025-03-31
Reduce
Reduce
-4.71%
●
73.11 ($75.48) 77.43
$74.34
-1.51%
Reduce -97.14%
7,328
-248,799
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-4.38%
●
576.36 ($645.17) 736.67
$704.28
9.16%
Reduce -51.1%
56,237
-58,762
FLXR
TCW ETF TRUST
2025-03-31
New Buy
New Buy
+4.36%
●
38.48 ($38.91) 39.26
$39.34
1.11%
New holding
459,505
459,505
JIRE
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
2025-03-31
Add
Add
+4.00%
●
58.04 ($62.65) 65.84
$69.85
11.49%
Add 588.27%
302,699
258,719
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Add
Add
+0.87%
●
73.78 ($75.44) 76.59
$76.55
1.47%
Add 8.88%
574,692
46,856
IVOO
Vanguard S&P Mid-Cap 400 ETF
2025-03-31
Add
Add
+0.83%
●
96.85 ($105.21) 111.39
$107.37
2.05%
Add 22.24%
191,464
34,839
NYF
iShares New York Muni Bond ETF
2025-03-31
Add
Add
+0.76%
●
52.33 ($53.23) 53.91
$51.60
-3.06%
Add 48.82%
181,125
59,420
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.35%
●
106.98 ($126.74) 149.43
$172.41
36.03%
Reduce -30.46%
30,917
-13,543
DFLV
Dimensional US Large Cap Value ETF
2025-03-31
Add
Add
+0.31%
●
29.56 ($30.89) 31.77
$31.26
1.20%
Add 11.03%
414,651
41,208
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.30%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Reduce -26.5%
17,553
-6,328

Francis Financial, Inc. Total Holding History ($B)

To

Francis Financial, Inc.'s Asset Allocation

To

Francis Financial, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

Francis Financial, Inc.'s Hypothetical Growth since 2025-03-31

Francis Financial, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Francis Financial, Inc.'s Holdings Heat Map

Size field:

Francis Financial, Inc.'s Holdings Bubble Chart

Francis Financial, Inc. News

  • 1

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