Instuitional Investor - Amara Financial, Llc.
Fund Profile
Filing Period:
| Fund Name: | Amara Financial, Llc. |
| Portfolio Value | $145,069,790 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 360,959 | $23,130,230 | 15.94% | |
| 2. | Vanguard World Fd | 62,600 | $23,001,868 | 15.86% | |
| 3. | Vanguard Specialized Funds - DIV APP ETF | 95,132 | $20,459,176 | 14.1% | |
| 4. | Vanguard World Fd - MEGA CAP VAL ETF | 72,513 | $10,510,734 | 7.25% | |
| 5. | SCHD | 315,916 | $9,202,630 | 6.34% |
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