Instuitional Investor - Amara Financial, Llc.
Fund Profile
Filing Period:
Fund Name: | Amara Financial, Llc. |
Portfolio Value | $108,215,114 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard World Fd | 70,942 | $21,912,439 | 20.25% | |
2. | Vanguard Specialized Funds - DIV APP ETF | 79,500 | $15,422,117 | 14.25% | |
3. | Vanguard Tax-Managed Fds | 252,654 | $12,842,406 | 11.87% | |
4. | Vanguard Index Fds - MID CAP ETF | 27,464 | $7,102,639 | 6.56% | |
5. | Vanguard World Fd - MEGA CAP VAL ETF | 45,562 | $5,870,210 | 5.42% |