Marotta Asset Management
Q3 2025 13F Holdings
- Locationcharlottesville, VA
- Num holdings
109
- Value ($000)
$531,176
- Date Filed10/16/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOE VANGUARD MID CAP VALUE ETF | COM | 922908512 | $38.88M | 7 % | 223,279 | ||
VANGUARD INFO TECHNOLOGY ETF | COM | 92204A702 | $34.38M | 7 % | 45,686 | ||
XCEM COLUMBIA EMRG MKTS CORE EX-CHINA ETF | COM | 19762B202 | $32.38M | 6 % | 885,909 | ||
VTIP VANGUARD SHORT INFLATION-PROTECTED ETF | COM | 922020805 | $32.05M | 6 % | 640,500 | ||
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF | COM | 92203J407 | $28.99M | 6 % | 586,994 | ||
VBR VANGUARD SMALL CAP VALUE ETF | COM | 922908611 | $28.81M | 5 % | 137,510 | ||
VANGUARD HEALTH CARE ETF | COM | 92204A504 | $18.34M | 4 % | 68,777 | ||
VWO VANGUARD FTSE EMERGING MARKET ETF | COM | 922042858 | $17.56M | 3 % | 322,055 | ||
VWOB VANGUARD EMERGING MARKET GOVT BOND ETF | COM | 921946885 | $16.26M | 3 % | 243,449 | ||
VANGUARD CONSUMER STAPLES ETF | COM | 92204A207 | $16.03M | 3 % | 75,184 |
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