Finley Financial, LLC
110 holdingsFiling period: 2026-06-30Current AUM: $243.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES RUSSELL 3000 ETF | 69.4K | $29.6M | $29.8M | 12.25% | -1,373 | 2026-06-30 |
| 2 | IWM | ISHARES RUSSELL 2000 ETF | 86.6K | $26.0M | $24.7M | 10.16% | -1,680 | 2026-06-30 |
| 3 | IXUS | ISHARES TR CORE MSCI TOTAL | 228.2K | $21.8M | $21.8M | 8.97% | -1,190 | 2026-06-30 |
| 4 | QQQ | INVESCO QQQ TR UNIT SER 1 | 23.6K | $17.4M | $16.6M | 6.84% | -395 | 2026-06-30 |
| 5 | EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 224.9K | $15.4M | $14.8M | 6.09% | -2,625 | 2026-06-30 |
| 6 | IYW | ISHARES US TECHNOLOGY ETF | 60.6K | $15.3M | $15.1M | 6.23% | -1,061 | 2026-06-30 |
| 7 | IJH | ISHARES CORE S&P MID-CAP ETF | 193.0K | $14.9M | $14.1M | 5.82% | -2,930 | 2026-06-30 |
| 8 | IWF | ISHARES TR RUS 1000 GRW ETF | 118.5K | $14.7M | $14.3M | 5.87% | +88.4K | 2026-06-30 |
| 9 | IWD | ISHARES RUSSELL 1000 VALUE ETF | 33.3K | $8.1M | $8.5M | 3.48% | -1,945 | 2026-06-30 |
| 10 | IWC | ISHARES TR MICRO-CAP ETF | 32.2K | $6.4M | $6.1M | 2.49% | -80 | 2026-06-30 |
| 11 | EZU | ISHARES MSCI EUROZONE ETF | 82.6K | $5.7M | $5.6M | 2.32% | -- | 2026-06-30 |
| 12 | IWO | ISHARES TR RUS 2000 GRW ETF | 13.6K | $5.3M | $4.9M | 2.01% | -- | 2026-06-30 |
| 13 | IYF | ISHARES US FINANCIALS ETF | 38.4K | $4.9M | $5.1M | 2.11% | -2,055 | 2026-06-30 |
| 14 | XLK | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 21.4K | $4.1M | $3.9M | 1.61% | -- | 2026-06-30 |
| 15 | IWR | ISHARES TR RUS MID CAP ETF | 31.5K | $3.5M | $3.4M | 1.41% | -- | 2026-06-30 |
| 16 | IWN | ISHARES RUSSELL 2000 VALUE ETF | 15.5K | $3.4M | $3.4M | 1.39% | -- | 2026-06-30 |
| 17 | SGOV | ISHARES TR 0-3 MNTH TREASRY | 27.2K | $2.7M | $2.7M | 1.12% | +4.1K | 2026-06-30 |
| 18 | IYY | ISHARES DOW JONES US ETF | 14.0K | $2.6M | $2.6M | 1.06% | -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 | 1.02% | -- | 2026-06-30 |
| 21 | IVW | ISHARES S&P 500 GROWTH ETF | 16.2K | $2.2M | $2.2M | 0.92% | -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 | $2.0M | 0.83% | -200 | 2026-06-30 |
| 24 | IWB | ISHARES RUSSELL 1000 INDEX FUND | 4.7K | $1.9M | $2.0M | 0.81% | -220 | 2026-06-30 |
| 25 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 21.7K | $1.8M | $1.7M | 0.72% | +335 | 2026-06-30 |
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