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
-0.41%
+0.98%
601,860.9
 
BIV 		Vanguard Intermediate-Term Bond ETF
574,692
44,004.2
+8.88%
10.670
+0.87%
0.190
+0.72%
+3.57%
22,576.2
 
META 		Meta Platforms Inc
56,237
32,412.7
-51.10%
7.860
-4.38%
0.000
-3.44%
+10.19%
1,620,760.5
Interactive Media
DFSI 		Dimensional International Sustainability Core 1 ETF
673,835
23,510.1
+5.14%
5.700
+0.28%
3.640
+11.01%
+18.24%
716.8
 
VUG 		Vanguard Growth ETF
58,623
21,738.4
-1.37%
5.270
-0.08%
0.020
+1.96%
+0.79%
147,910.7
 
JIRE 		JPMorgan International Research Enhanced Equity ETF
302,699
19,288.0
+588.27%
4.680
+4.00%
0.290
+8.69%
+18.17%
7,206.3
 
IVOO 		Vanguard S&P Mid-Cap 400 ETF
191,464
18,897.5
+22.24%
4.580
+0.83%
0.800
-2.63%
-3.18%
2,402.9
 
FLXR 		TCW ETF TRUST
459,505
17,998.8
New Holding
4.360
+4.36%
-
+1.36%
+3.49%
0
 
BGRN 		iShares Global Green Bond ETF
369,746
17,511.2
+7.16%
4.250
+0.28%
4.400
+0.37%
+2.59%
396.1
 
VYM 		Vanguard High Dividend Yield Indx ETF
127,135
16,395.4
-4.03%
3.980
-0.17%
0.030
-3.07%
+1.84%
60,252.2
 

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 ETF2025-03-31Reduce
-4.71%
●
73.11 ($75.48) 77.43
$73.98
-1.99%
Reduce -97.14%
7,328
-248,799
META 		Meta Platforms Inc2025-03-31Reduce
-4.38%
●
576.36 ($645.17) 736.67
$644.89
-0.04%
Reduce -51.1%
56,237
-58,762
FLXR 		TCW ETF TRUST2025-03-31New Buy
+4.36%
●
38.48 ($38.91) 39.26
$39.22
0.80%
New holding
459,505
459,505
JIRE 		JPMorgan International Research Enhanced Equity ETF2025-03-31Add
+4.00%
●
58.04 ($62.65) 65.84
$69.14
10.36%
Add 588.27%
302,699
258,719
BIV 		Vanguard Intermediate-Term Bond ETF2025-03-31Add
+0.87%
●
73.78 ($75.44) 76.59
$76.39
1.26%
Add 8.88%
574,692
46,856
IVOO 		Vanguard S&P Mid-Cap 400 ETF2025-03-31Add
+0.83%
●
96.85 ($105.21) 111.39
$101.80
-3.24%
Add 22.24%
191,464
34,839
NYF 		iShares New York Muni Bond ETF2025-03-31Add
+0.76%
●
52.33 ($53.23) 53.91
$51.99
-2.33%
Add 48.82%
181,125
59,420
NVDA 		NVIDIA Corp2025-03-31Reduce
-0.35%
●
106.98 ($126.74) 149.43
$135.21
6.68%
Reduce -30.46%
30,917
-13,543
DFLV 		Dimensional US Large Cap Value ETF2025-03-31Add
+0.31%
●
29.56 ($30.89) 31.77
$29.91
-3.17%
Add 11.03%
414,651
41,208
AAPL 		Apple Inc2025-03-31Reduce
-0.30%
●
209.68 ($231.67) 247.1
$200.06
-13.64%
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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