The Analysis of AMARA FINANCIAL, LLC.'s Holdings

Currently, AMARA FINANCIAL, LLC. holds 47 types of securities in its portfolio with a total value $135.8M. In the most recent quarter, they have increased their positions in VEA (+38.3K shares, valued at $2.3M), VIG (+9.6K shares, valued at $2.1M), MGK (+5.0K shares, valued at $2.0M); decreased their positions in XJH (-323 shares, valued at $14.2K), SCHG (-353 shares, valued at $11.3K), SPYM (-107 shares, valued at $8.4K); initiated new positions in EQIN (+30.6K shares, valued at $1.4M), VSS (+3.5K shares, valued at $496.5K), GOOGL (+1.1K shares, valued at $272.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MGK VANGUARD WORLD FD69.8K shares7.66%2025-09-302025-11-10

VIG VANGUARD SPECIALIZED FUNDS90.1K shares11.99%2025-09-302025-11-10

VEA VANGUARD TAX-MANAGED FDS290.7K shares15.17%2025-09-302025-11-10

VO VANGUARD INDEX FDS27.0K shares5.34%2025-09-302025-11-10

SCHG SCHWAB STRATEGIC TR241.5K shares-0.15%2025-09-302025-11-10

MGV VANGUARD WORLD FD52.7K shares12.07%2025-09-302025-11-10

EFA ISHARES TR55.8K shares8.30%2025-09-302025-11-10

IGSB ISHARES TR90.9K shares11.99%2025-09-302025-11-10

Sponsored

VTV VANGUARD INDEX FDS22.1K shares27.67%2025-09-302025-11-10

SGOL ETFS GOLD TR84.5K shares7.46%2025-09-302025-11-10

IJR ISHARES TR25.0K shares7.87%2025-09-302025-11-10

IJH ISHARES TR42.5K shares5.50%2025-09-302025-11-10

STIP ISHARES TR25.2K shares6.11%2025-09-302025-11-10

IEMG ISHARES INC25.5K shares67.60%2025-09-302025-11-10

IVE ISHARES TR7.4K shares152.46%2025-09-302025-11-10

EQIN COLUMBIA ETF TR I30.6K sharesnew addition2025-09-302025-11-10

Sponsored

USXF ISHARES TR24.7K shares0.37%2025-09-302025-11-10

VB VANGUARD INDEX FDS5.5K shares0.09%2025-09-302025-11-10

GLD SPDR GOLD TR3.2K shares0.00%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR1.7K shares0.36%2025-09-302025-11-10

VSGX VANGUARD WORLD FD16.0K shares1.15%2025-09-302025-11-10

VUG VANGUARD INDEX FDS1.8K shares0.22%2025-09-302025-11-10

VOO VANGUARD INDEX FDS1.3K shares0.00%2025-09-302025-11-10

GLTR ABRDN PRECIOUS METALS BASKET4.8K shares0.00%2025-09-302025-11-10

Sponsored

VOT VANGUARD INDEX FDS2.3K shares58.07%2025-09-302025-11-10

EMNT PIMCO ETF TR6.9K shares1.20%2025-09-302025-11-10

VOE VANGUARD INDEX FDS3.4K shares72.68%2025-09-302025-11-10

BSV VANGUARD BD INDEX FDS7.1K shares166.08%2025-09-302025-11-10

SPSB SPDR SERIES TRUST16.7K shares1.05%2025-09-302025-11-10

VSS VANGUARD INTL EQUITY INDEX F3.5K sharesnew addition2025-09-302025-11-10

CVS CVS HEALTH CORP5.6K shares0.00%2025-09-302025-11-10

SPIB SPDR SERIES TRUST12.2K shares0.62%2025-09-302025-11-10

Sponsored

MSFT MICROSOFT CORP788 shares0.25%2025-09-302025-11-10

AAPL APPLE INC1.5K shares1.25%2025-09-302025-11-10

SPYG SPDR SERIES TRUST3.7K shares0.00%2025-09-302025-11-10

FTLS FIRST TR EXCH TRADED FD III5.4K shares0.02%2025-09-302025-11-10

IEFA ISHARES TR4.3K shares0.00%2025-09-302025-11-10

XJH ISHARES TR7.9K shares-3.95%2025-09-302025-11-10

SPYM SPDR SERIES TRUST4.1K shares-2.53%2025-09-302025-11-10

ESML ISHARES TR7.0K shares0.32%2025-09-302025-11-10

Sponsored

GOOGL ALPHABET INC1.1K sharesnew addition2025-09-302025-11-10

IWF ISHARES TR570 shares-1.38%2025-09-302025-11-10

TSLA TESLA INC597 sharesnew addition2025-09-302025-11-10

JMST J P MORGAN EXCHANGE TRADED F4.9K shares1.54%2025-09-302025-11-10

SUSB ISHARES TR9.9K shares2.64%2025-09-302025-11-10

SCHX SCHWAB STRATEGIC TR8.4K shares0.01%2025-09-302025-11-10

GOOG ALPHABET INC854 sharesnew addition2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available