Marotta Asset Management
Q1 2025 13F Holdings
- Locationcharlottesville, VA
- Num holdings
111
- Value ($000)
$509,392
- Date Filed04/02/2025
- Form type13F-HR
- CIK0001802091
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOE VANGUARD MID CAP VALUE ETF | COM | 922908512 | $39.73M | 8 % | 236,977 | ||
VANGUARD INFO TECHNOLOGY ETF | COM | 92204A702 | $33.44M | 7 % | 57,021 | ||
VTIP VANGUARD SHORT INFLATION-PROTECTED ETF | COM | 922020805 | $31.91M | 6 % | 647,044 | ||
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF | COM | 92203J407 | $29.83M | 6 % | 593,206 | ||
XCEM COLUMBIA EMRG MKTS CORE EX-CHINA ETF | COM | 19762B202 | $28.36M | 6 % | 868,104 | ||
VBR VANGUARD SMALL CAP VALUE ETF | COM | 922908611 | $27.51M | 5 % | 137,007 | ||
VANGUARD CONSUMER STAPLES ETF | COM | 92204A207 | $20.89M | 4 % | 95,608 | ||
VANGUARD HEALTH CARE ETF | COM | 92204A504 | $18.57M | 4 % | 65,803 | ||
VWOB VANGUARD EMERGING MARKET GOVT BOND ETF | COM | 921946885 | $16.61M | 3 % | 250,328 | ||
VWO VANGUARD FTSE EMERGING MARKET ETF | COM | 922042858 | $15.98M | 3 % | 334,056 |
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