AMARA FINANCIAL, LLC.
45 holdingsFiling period: 2026-03-31Current AUM: $161.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 361.0K | $23.1M | $25.5M | 15.79% | +24.6K | 2026-03-31 |
| 2 | MGK | VANGUARD WORLD FD | 62.6K | $23.0M | $27.0M | 16.74% | -2,986 | 2026-03-31 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 95.1K | $20.5M | $22.8M | 14.10% | -2,827 | 2026-03-31 |
| 4 | MGV | VANGUARD WORLD FD | 72.5K | $10.5M | $11.8M | 7.33% | +15.3K | 2026-03-31 |
| 5 | SCHG | SCHWAB STRATEGIC TR | 315.9K | $9.2M | $10.8M | 6.69% | +74.7K | 2026-03-31 |
| 6 | EFA | ISHARES TR | 66.6K | $6.5M | $7.0M | 4.35% | +10.3K | 2026-03-31 |
| 7 | IGSB | ISHARES TR | 116.6K | $6.1M | $6.1M | 3.77% | +10.2K | 2026-03-31 |
| 8 | VO | VANGUARD INDEX FDS | 20.3K | $5.8M | $6.6M | 4.07% | -662 | 2026-03-31 |
| 9 | IJR | ISHARES TR | 36.0K | $4.5M | $5.2M | 3.25% | -1,322 | 2026-03-31 |
| 10 | VTV | VANGUARD INDEX FDS | 22.0K | $4.3M | $4.8M | 3.00% | -30 | 2026-03-31 |
| 11 | IEMG | ISHARES INC | 55.6K | $3.9M | $4.3M | 2.67% | +14.8K | 2026-03-31 |
| 12 | IJH | ISHARES TR | 39.9K | $2.7M | $3.0M | 1.86% | -2,124 | 2026-03-31 |
| 13 | SGOL | ETFS GOLD TR | 56.4K | $2.5M | $2.2M | 1.35% | -25,320 | 2026-03-31 |
| 14 | USXF | ISHARES TR | 35.7K | $2.0M | $2.4M | 1.46% | +9.2K | 2026-03-31 |
| 15 | STIP | ISHARES TR | 18.5K | $1.9M | $1.9M | 1.16% | -9,245 | 2026-03-31 |
| 16 | IVE | ISHARES TR | 7.5K | $1.6M | $1.7M | 1.08% | +28 | 2026-03-31 |
| 17 | VB | VANGUARD INDEX FDS | 5.5K | $1.5M | $1.6M | 1.01% | +18 | 2026-03-31 |
| 18 | GLD | SPDR GOLD TR | 3.2K | $1.4M | $1.2M | 0.74% | -- | 2026-03-31 |
| 19 | EQIN | COLUMBIA ETF TR I | 27.9K | $1.4M | $1.5M | 0.91% | -700 | 2026-03-31 |
| 20 | VSGX | VANGUARD WORLD FD | 16.8K | $1.2M | $1.3M | 0.83% | +730 | 2026-03-31 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | 1.7K | $1.1M | $1.3M | 0.79% | +5 | 2026-03-31 |
| 22 | GLTR | ABRDN PRECIOUS METALS BASKET | 4.7K | $1.0M | $860K | 0.53% | -28 | 2026-03-31 |
| 23 | VOO | VANGUARD INDEX FDS | 1.3K | $782K | $899K | 0.56% | +1 | 2026-03-31 |
| 24 | VUG | VANGUARD INDEX FDS | 1.8K | $779K | $912K | 0.56% | -- | 2026-03-31 |
| 25 | VOE | VANGUARD INDEX FDS | 3.8K | $691K | $768K | 0.48% | +21 | 2026-03-31 |
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