Sponsored

The Analysis of Finhabits Advisors LLC's Holdings & P&L

Currently, Finhabits Advisors LLC holds 15 types of securities in its portfolio with a total value $108.4M. In the most recent quarter, they have increased their positions in ITOT (+6.7K shares, valued at $957.8K), DYNF (+8.6K shares, valued at $499.8K), GBIL (+3.5K shares, valued at $348.6K); decreased their positions in VEA (-1.3K shares, valued at $80.6K), N/A (-215 shares, valued at $9.6K).

1M P&L

-773.0K-0.68%

3M P&L

+439.3K+0.39%

HY P&L

+2.4M+2.19%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A107.8M

100.0%

Top Industries by Stock Count

1N/A14 stocks

100.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES CORE S&P TTL STK139.0K shares5.08%2026-03-312026-05-06

VCSH VANGUARD SHRT TRM CORP BD139.2K shares1.49%2026-03-312026-05-06

LQD ISHARES IBOXX INV CP100.8K shares2.37%2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F181.0K shares2.91%2026-03-312026-05-06

VTIP VANGUARD STRM INFPROIDX178.0K shares0.10%2026-03-312026-05-06

DYNF BLACKROCK ISHARES US EQUIT143.8K shares6.35%2026-03-312026-05-06

VEA VANGUARD FTSE DEV MKT127.3K shares-0.98%2026-03-312026-05-06

GBIL GOLDMAN SACHS ACCES TREASURY72.3K shares5.05%2026-03-312026-05-06

Sponsored

EMB ISHARES JPMORGAN USD EMG60.7K shares2.57%2026-03-312026-05-06

VMBS VANGUARD MTG-BKD SECS109.7K shares0.26%2026-03-312026-05-06

VTEB VANGUARD MUN BD TAX EXEMPT91.2K shares0.35%2026-03-312026-05-06

VNQ VANGUARD REAL ESTATE39.6K shares2.93%2026-03-312026-05-06

BINC BLACKROCK ISHARES FLEXIBLE54.5K shares8.80%2026-03-312026-05-06

NEAR ISHARES SHORT DURATION B35.4K shares5.69%2026-03-312026-05-06

ETFS PHYSCL GOLD ETFS PHYSCL GOLD12.6K shares-1.68%2026-03-312026-05-06

ISHARES CORE S&P TTL STK

5.08%

Shares139.0K

Event2026-03-31

Filed2026-05-06

VANGUARD SHRT TRM CORP BD

1.49%

Shares139.2K

Event2026-03-31

Filed2026-05-06

ISHARES IBOXX INV CP

2.37%

Shares100.8K

Event2026-03-31

Filed2026-05-06

VANGUARD INTL EQUITY INDEX F

2.91%

Shares181.0K

Event2026-03-31

Filed2026-05-06

VANGUARD STRM INFPROIDX

0.10%

Shares178.0K

Event2026-03-31

Filed2026-05-06

BLACKROCK ISHARES US EQUIT

6.35%

Shares143.8K

Event2026-03-31

Filed2026-05-06

VANGUARD FTSE DEV MKT

-0.98%

Shares127.3K

Event2026-03-31

Filed2026-05-06

GOLDMAN SACHS ACCES TREASURY

5.05%

Shares72.3K

Event2026-03-31

Filed2026-05-06

ISHARES JPMORGAN USD EMG

2.57%

Shares60.7K

Event2026-03-31

Filed2026-05-06

VANGUARD MTG-BKD SECS

0.26%

Shares109.7K

Event2026-03-31

Filed2026-05-06

VANGUARD MUN BD TAX EXEMPT

0.35%

Shares91.2K

Event2026-03-31

Filed2026-05-06

VANGUARD REAL ESTATE

2.93%

Shares39.6K

Event2026-03-31

Filed2026-05-06

BLACKROCK ISHARES FLEXIBLE

8.80%

Shares54.5K

Event2026-03-31

Filed2026-05-06

ISHARES SHORT DURATION B

5.69%

Shares35.4K

Event2026-03-31

Filed2026-05-06

ETFS PHYSCL GOLD

ETFS PHYSCL GOLD

-1.68%

Shares12.6K

Event2026-03-31

Filed2026-05-06

Call Option Holdings

No call option holdings data available

No call option holdings data available

Put Option Holdings

No put option holdings data available

No put option holdings data available

Finhabits Advisors LLC Institutional Holdings, Portfolio & P&L — TradeFomo