Finhabits Advisors LLC
15 holdingsFiling period: 2026-03-31Current AUM: $114.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES CORE S&P TTL STK | 139.0K | $19.8M | $22.7M | 19.93% | +6.7K | 2026-03-31 |
| 2 | VCSH | VANGUARD SHRT TRM CORP BD | 139.2K | $11.0M | $10.9M | 9.58% | +2.0K | 2026-03-31 |
| 3 | LQD | ISHARES IBOXX INV CP | 100.8K | $11.0M | $10.7M | 9.38% | +2.3K | 2026-03-31 |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 181.0K | $9.8M | $10.6M | 9.31% | +5.1K | 2026-03-31 |
| 5 | VTIP | VANGUARD STRM INFPROIDX | 178.0K | $8.9M | $8.8M | 7.74% | +175 | 2026-03-31 |
| 6 | DYNF | BLACKROCK ISHARES US EQUIT | 143.8K | $8.4M | $9.7M | 8.50% | +8.6K | 2026-03-31 |
| 7 | VEA | VANGUARD FTSE DEV MKT | 127.3K | $8.2M | $9.0M | 7.87% | -1,258 | 2026-03-31 |
| 8 | GBIL | GOLDMAN SACHS ACCES TREASURY | 72.3K | $7.2M | $7.2M | 6.35% | +3.5K | 2026-03-31 |
| 9 | EMB | ISHARES JPMORGAN USD EMG | 60.7K | $5.7M | $5.7M | 5.03% | +1.5K | 2026-03-31 |
| 10 | VMBS | VANGUARD MTG-BKD SECS | 109.7K | $5.2M | $5.1M | 4.43% | +290 | 2026-03-31 |
| 11 | VTEB | VANGUARD MUN BD TAX EXEMPT | 91.2K | $4.6M | $4.5M | 3.96% | +319 | 2026-03-31 |
| 12 | VNQ | VANGUARD REAL ESTATE | 39.6K | $3.5M | $3.9M | 3.43% | +1.1K | 2026-03-31 |
| 13 | BINC | BLACKROCK ISHARES FLEXIBLE | 54.5K | $2.8M | $2.8M | 2.48% | +4.4K | 2026-03-31 |
| 14 | NEAR | ISHARES SHORT DURATION B | 35.4K | $1.8M | $1.8M | 1.57% | +1.9K | 2026-03-31 |
| 15 | SGOL | ETFS PHYSCL GOLD | 12.6K | $562K | $486K | 0.43% | -215 | 2026-03-31 |
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