Finley Financial, LLC
110 holdingsFiling period: 2026-06-30Current AUM: $240.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWV | iShares Russell 3000 ETF | 69.4K | $29.6M | $30.1M | 12.52% | -1,373 | 2026-06-30 |
| 2 | IWM | iShares Russell 2000 ETF | 86.6K | $26.0M | $24.0M | 9.98% | -1,680 | 2026-06-30 |
| 3 | IXUS | iShares TR Core Msci Total | 228.2K | $21.8M | $21.1M | 8.78% | -1,190 | 2026-06-30 |
| 4 | QQQ | Invesco Qqq TR Unit Ser 1 | 23.6K | $17.4M | $16.8M | 7.00% | -395 | 2026-06-30 |
| 5 | EEM | iShares Trust Msci Emg Mkts ETF Usd Dis | 224.9K | $15.4M | $13.9M | 5.79% | -2,625 | 2026-06-30 |
| 6 | IYW | iShares US Technology ETF | 60.6K | $15.3M | $15.3M | 6.37% | -1,061 | 2026-06-30 |
| 7 | IJH | iShares Core S&P Mid-Cap ETF | 193.0K | $14.9M | $14.1M | 5.86% | -2,930 | 2026-06-30 |
| 8 | IWF | iShares TR Rus 1000 Grw ETF | 118.5K | $14.7M | $14.3M | 5.96% | +88.4K | 2026-06-30 |
| 9 | IWD | iShares Russell 1000 Value ETF | 33.3K | $8.1M | $8.6M | 3.59% | -1,945 | 2026-06-30 |
| 10 | IWC | iShares TR Micro-Cap ETF | 32.2K | $6.4M | $5.7M | 2.36% | -80 | 2026-06-30 |
| 11 | EZU | iShares Msci Eurozone ETF | 82.6K | $5.7M | $5.4M | 2.23% | -- | 2026-06-30 |
| 12 | IWO | iShares TR Rus 2000 Grw ETF | 13.6K | $5.3M | $4.7M | 1.96% | -- | 2026-06-30 |
| 13 | IYF | iShares US Financials ETF | 38.4K | $4.9M | $5.0M | 2.08% | -2,055 | 2026-06-30 |
| 14 | XLK | Select Sector Spdr Trust State Street Technology Select Sector Spdr ETF | 21.4K | $4.1M | $4.0M | 1.66% | -- | 2026-06-30 |
| 15 | IWR | iShares TR Rus Mid Cap ETF | 31.5K | $3.5M | $3.5M | 1.44% | -- | 2026-06-30 |
| 16 | IWN | iShares Russell 2000 Value ETF | 15.5K | $3.4M | $3.3M | 1.38% | -- | 2026-06-30 |
| 17 | SGOV | iShares TR 0-3 Mnth Treasry | 27.2K | $2.7M | $2.7M | 1.14% | +4.1K | 2026-06-30 |
| 18 | IYY | iShares Dow Jones US ETF | 14.0K | $2.6M | $2.6M | 1.09% | -1,000 | 2026-06-30 |
| 19 | MDY | State Street Spdr S&P Midcap 400 ETF Trust Units | 3.5K | $2.4M | $2.3M | 0.96% | -150 | 2026-06-30 |
| 20 | OEF | iShares S&P 100 ETF | 6.6K | $2.4M | $2.5M | 1.04% | -- | 2026-06-30 |
| 21 | IVW | iShares S&P 500 Growth ETF | 16.2K | $2.2M | $2.2M | 0.93% | -200 | 2026-06-30 |
| 22 | SOXX | iShares TR iShares Semicdtr | 3.3K | $2.1M | $1.6M | 0.67% | -- | 2026-06-30 |
| 23 | IVE | iShares S&P 500 Value ETF | 8.6K | $2.0M | $2.1M | 0.86% | -200 | 2026-06-30 |
| 24 | IWB | iShares Russell 1000 Index Fund | 4.7K | $1.9M | $2.0M | 0.83% | -220 | 2026-06-30 |
| 25 | IEMG | iShares Core Msci Emerging Markets ETF | 21.7K | $1.8M | $1.6M | 0.68% | +335 | 2026-06-30 |
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