MF

Manuka Financial, LLC

13F
Manuka Financial, LLC
Last update 2025-05-01 49 Stocks (5 new)
Value $154.00 Mil Turnover 9 %
Countries:
Top Holdings: VTI(17.64%)VXUS(16.27%)NVDA(10.21%)VUG(7.36%)VTV(6.87%)
Summary Stock Picks Current Portfolio
Manuka 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
VTI
Vanguard Total Stock Market ETF
99,085
27,232.6
+13.88%
17.640
+2.15%
0.010
+19.82%
+7.35%
476,615.2
 
VXUS
Vanguard Total International Stock
404,478
25,118.1
+11.87%
16.270
+1.73%
0.030
+13.52%
+18.48%
92,038.5
 
NVDA
NVIDIA Corp
145,431
15,761.9
-7.60%
10.210
-1.08%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
VUG
Vanguard Growth ETF
30,627
11,357.3
+1.86%
7.360
+0.13%
0.010
+27.48%
+9.52%
167,127.0
 
VTV
Vanguard Value ETF
61,366
10,600.3
+3.00%
6.870
+0.20%
0.010
+10.43%
+6.13%
132,881.1
 
VEA
Vanguard FTSE Developed Markets ETF
143,418
7,289.9
+5.27%
4.720
+0.24%
0.010
+12.49%
+19.94%
157,607.2
 
VTEB
Vanguard Tax-Exempt Bond ETF
96,886
4,807.5
-2.13%
3.110
-0.07%
0.010
+0.55%
-1.63%
35,362.2
 
BSV
Vanguard Short-Term Bond ETF
60,893
4,766.7
+1.68%
3.090
+0.05%
0.010
+1.08%
+3.32%
38,460.1
 
XOM
Exxon Mobil Corp
36,910
4,389.7
0%
2.840
0%
0.000
+1.72%
+2.01%
464,449.8
Oil & Gas
BND
Vanguard Total Bond Market ETF
57,802
4,245.6
+29.38%
2.750
+0.62%
0.000
+1.26%
+3.27%
127,496.0
 

Manuka Financial, LLC's Historical Top Holdings Breakdowns

Manuka 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
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-03-31
New Buy
New Buy
+2.31%
●
48.43 ($49.09) 49.9
$50.07
2.00%
New holding
71,356
71,356
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+2.15%
●
271.18 ($290.53) 303.12
$309.09
6.39%
Add 13.88%
99,085
12,073
VXUS
Vanguard Total International Stock
2025-03-31
Add
Add
+1.73%
●
58.01 ($61.77) 64.46
$69.11
11.88%
Add 11.87%
404,478
42,929
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-1.08%
●
106.98 ($126.74) 149.43
$172.41
36.03%
Reduce -7.6%
145,431
-11,962
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.62%
●
71.17 ($72.57) 73.66
$72.85
0.39%
Add 29.38%
57,802
13,127
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+0.30%
●
42.5 ($45.01) 46.71
$50.49
12.18%
Add 16.77%
72,369
10,392
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.24%
●
47.4 ($50.6) 52.99
$56.64
11.94%
Add 5.27%
143,418
7,181
CMF
iShares California Muni Bond ETF
2025-03-31
Sold Out
Sold Out
-0.23%
●
55.93 ($56.83) 57.46
$55.16
-2.94%
Sold Out
0
-5,845
MUB
iShares National Muni Bond ETF
2025-03-31
Sold Out
Sold Out
-0.23%
●
104.71 ($106.35) 107.68
$103.24
-2.92%
Sold Out
0
-3,146
QQQ
INVESCO QQQ Trust
2025-03-31
New Buy
New Buy
+0.21%
●
468.34 ($508.07) 539.52
$561.26
10.47%
New holding
691
691

Manuka Financial, LLC Total Holding History ($B)

To

Manuka Financial, LLC's Asset Allocation

To

Manuka Financial, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Manuka Financial, LLC's Hypothetical Growth since 2025-03-31

Manuka Financial, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Manuka Financial, LLC's Holdings Heat Map

Size field:

Manuka Financial, LLC's Holdings Bubble Chart

Manuka Financial, LLC News

  • 1

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