Marotta Asset Management
Q2 2025 13F Holdings
- Locationcharlottesville, VA
- Num holdings
105
- Value ($000)
$498,644
- Date Filed07/02/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOE VANGUARD MID CAP VALUE ETF | COM | 922908512 | $36.25M | 7 % | 220,403 | ||
VANGUARD INFO TECHNOLOGY ETF | COM | 92204A702 | $33.62M | 7 % | 50,684 | ||
VTIP VANGUARD SHORT INFLATION-PROTECTED ETF | COM | 922020805 | $31.48M | 6 % | 626,240 | ||
XCEM COLUMBIA EMRG MKTS CORE EX-CHINA ETF | COM | 19762B202 | $29.96M | 6 % | 876,654 | ||
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF | COM | 92203J407 | $28.45M | 6 % | 574,702 | ||
VBR VANGUARD SMALL CAP VALUE ETF | COM | 922908611 | $25.95M | 5 % | 133,063 | ||
VANGUARD HEALTH CARE ETF | COM | 92204A504 | $16.63M | 3 % | 66,959 | ||
VANGUARD CONSUMER STAPLES ETF | COM | 92204A207 | $16.25M | 3 % | 74,189 | ||
VWO VANGUARD FTSE EMERGING MARKET ETF | COM | 922042858 | $16.06M | 3 % | 324,674 | ||
VWOB VANGUARD EMERGING MARKET GOVT BOND ETF | COM | 921946885 | $15.85M | 3 % | 242,492 |
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