Finhabits Advisors LLC
15 holdingsFiling period: 2026-06-30Current AUM: $115.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | iShares TR | 133.0K | $21.8M | $21.3M | 18.54% | -6,087 | 2026-06-30 |
| 2 | VCSH | Vanguard Scottsdale Fds | 151.2K | $12.0M | $11.8M | 10.22% | +12.1K | 2026-06-30 |
| 3 | LQD | iShares TR | 108.9K | $11.9M | $11.4M | 9.89% | +8.1K | 2026-06-30 |
| 4 | VWO | Vanguard Intl Equity Index F | 180.5K | $10.8M | $10.0M | 8.67% | -447 | 2026-06-30 |
| 5 | DYNF | BlackRock ETF Trust | 140.4K | $9.5M | $9.1M | 7.92% | -3,437 | 2026-06-30 |
| 6 | VTIP | Vanguard Malvern Fds | 188.4K | $9.5M | $9.2M | 7.98% | +10.5K | 2026-06-30 |
| 7 | VEA | Vanguard Tax-Managed Fds | 125.8K | $9.0M | $8.5M | 7.42% | -1,459 | 2026-06-30 |
| 8 | GBIL | Goldman Sachs ETF TR | 84.2K | $8.4M | $8.4M | 7.31% | +11.9K | 2026-06-30 |
| 9 | EMB | iShares TR | 63.9K | $6.2M | $5.9M | 5.10% | +3.2K | 2026-06-30 |
| 10 | VMBS | Vanguard Scottsdale Fds | 117.7K | $5.5M | $5.4M | 4.66% | +8.0K | 2026-06-30 |
| 11 | VTEB | Vanguard Mun BD Fds | 96.6K | $4.9M | $4.8M | 4.13% | +5.3K | 2026-06-30 |
| 12 | VNQ | Vanguard Index Fds | 40.8K | $3.9M | $3.9M | 3.39% | +1.2K | 2026-06-30 |
| 13 | BINC | BlackRock ETF Trust II | 58.4K | $3.1M | $3.0M | 2.58% | +3.9K | 2026-06-30 |
| 14 | NEAR | iShares U S ETF TR | 41.4K | $2.1M | $2.1M | 1.80% | +6.0K | 2026-06-30 |
| 15 | SGOL | ETFs Gold TR | 11.4K | $434K | $439K | 0.38% | -1,238 | 2026-06-30 |
← Scroll →