AMARA FINANCIAL LLC

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Option Holdings
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Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
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MGK
VANGUARD WORLD FUND
70,942+238+0.34%
Created with Highcharts 10.1.0
$0.0020.25%0.10%21,912,4392025-03-31
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
79,500+705+0.89%
Created with Highcharts 10.1.0
$0.0014.25%0.02%15,422,1172025-03-31
VEA
VANGUARD TAX-MANAGED FUNDS
252,654+19,506+8.37%
Created with Highcharts 10.1.0
$0.0011.87%0.01%12,842,4062025-03-31
VO
VANGUARD MID-CAP INDEX FUND
27,464+511+1.90%
Created with Highcharts 10.1.0
$0.006.56%0.01%7,102,6392025-03-31
MGV
VANGUARD MEGA CAP VALUE INDEX FUND
45,562+1,669+3.80%
Created with Highcharts 10.1.0
$123.295.42%0.07%5,870,2102025-03-31
IJR
ISHARES CORE S&P SMALL-CAP ETF
45,417+4,027+9.73%
Created with Highcharts 10.1.0
$0.004.39%0.01%4,749,2742025-03-31
CMF
ISHARES CALIFORNIA MUNI BOND ETF
79,260-16,081-16.87%
Created with Highcharts 10.1.0
$57.654.12%0.12%4,460,7382025-03-31
EFA
ISHARES MSCI EAFE ETF
51,067-21,589-29.71%
Created with Highcharts 10.1.0
$79.983.86%0.01%4,173,7392025-03-31
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
69,778-4,130-5.59%
Created with Highcharts 10.1.0
$52.093.38%0.02%3,654,2912025-03-31
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
140,132+38,327+37.65%
Created with Highcharts 10.1.0
$25.583.24%0.00%3,508,9032025-03-31
VTV
VANGUARD VALUE INDEX FUND
17,326+84+0.49%
Created with Highcharts 10.1.0
$0.002.77%0.00%2,992,9162025-03-31
SGOL
ABRDN GOLD ETF TRUST
85,692+35,322+70.13%
Created with Highcharts 10.1.0
$0.002.36%0.00%2,555,3352025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
39,785+3,521+9.71%
Created with Highcharts 10.1.0
$60.332.15%0.00%2,321,4762025-03-31
USXF
ISHARES ESG ADVANCED MSCI USA ETF
24,322+2,360+10.75%
Created with Highcharts 10.1.0
$0.001.05%0.09%1,135,1102025-03-31
PWZ
INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF
41,735+41,735
Open
Created with Highcharts 10.1.0
$24.400.92%0.14%995,3692025-03-31
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
16,017+116+0.73%
Created with Highcharts 10.1.0
$0.000.87%0.02%944,6812025-03-31
GLD
SPDR GOLD TRUST
3,266-12-0.37%
Created with Highcharts 10.1.0
$229.180.87%0.00%941,0652025-03-31
SPY
SPDR S&P 500 ETF
1,681+5+0.30%
Created with Highcharts 10.1.0
$0.000.87%0.00%940,4872025-03-31
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
8,297-251-2.94%
Created with Highcharts 10.1.0
$100.230.79%0.01%858,5082025-03-31
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
15,342-315-2.01%
Created with Highcharts 10.1.0
$54.370.77%0.00%828,0062025-03-31
VOO
VANGUARD 500 INDEX FUND
1,323-10-0.75%
Created with Highcharts 10.1.0
$509.920.63%0.00%679,8572025-03-31
VUG
VANGUARD GROWTH INDEX FUND
1,789+1+0.06%
Created with Highcharts 10.1.0
$0.000.61%0.00%663,3072025-03-31
EMNT
PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND
6,686+1,343+25.14%
Created with Highcharts 10.1.0
$0.000.61%0.00%660,2462025-03-31
GLTR
ABRDN PRECIOUS METALS BASKET ETF TRUST
4,76700.00%
Created with Highcharts 10.1.0
$106.420.57%0.00%617,1832025-03-31
IVE
ISHARES S&P 500 VALUE ETF
2,941+12+0.41%
Created with Highcharts 10.1.0
$0.000.52%0.00%560,4672025-03-31
VB
VANGUARD SMALL-CAP INDEX FUND
2,280+8+0.35%
Created with Highcharts 10.1.0
$0.000.47%0.00%505,5972025-03-31
AMED
AMEDISYS
5,45000.00%
Created with Highcharts 10.1.0
$97.470.47%0.02%504,8342025-03-31
SPSB
SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF
16,315+117+0.72%
Created with Highcharts 10.1.0
$30.020.45%0.01%491,0952025-03-31
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
8,052+436+5.72%
Created with Highcharts 10.1.0
$50.800.38%0.01%409,4302025-03-31
SPIB
SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
12,040+65+0.54%
Created with Highcharts 10.1.0
$33.280.37%0.00%400,1972025-03-31
CVS
CVS
5,63200.00%
Created with Highcharts 10.1.0
$58.480.35%0.00%381,5682025-03-31
XJH
ISHARES ESG SCREENED S&P MID-CAP ETF
9,725+1,262+14.91%
Created with Highcharts 10.1.0
$40.810.35%0.15%379,9462025-03-31
VOT
VANGUARD MID-CAP GROWTH INDEX FUND
1,480+3+0.20%
Created with Highcharts 10.1.0
$0.000.33%0.00%362,1092025-03-31
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
5,400+1+0.02%
Created with Highcharts 10.1.0
$0.000.32%0.00%346,0232025-03-31
SCHJ
SCHWAB US SMALL-CAP GROWTH ETF
13,106-333-2.48%
Created with Highcharts 10.1.0
$24.470.30%0.00%322,9412025-03-31
VOE
VANGUARD MID-CAP VALUE INDEX FUND
2,006+13+0.65%
Created with Highcharts 10.1.0
$0.000.30%0.00%322,0162025-03-31
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
8,012+1,838+29.77%
Created with Highcharts 10.1.0
$0.000.28%0.02%307,7332025-03-31
SPYG
SPDR(R) PORTFOLIO S&P 500 GROWTH ETF
3,696+1+0.03%
Created with Highcharts 10.1.0
$0.000.27%0.00%297,0172025-03-31
SPSM
SPDR(R) PORTFOLIO S&P 600 SMALL CAP ETF
7,257+7,257
Open
Created with Highcharts 10.1.0
$43.740.27%0.00%295,7892025-03-31
MSFT
MICROSOFT
765+1+0.13%
Created with Highcharts 10.1.0
$426.110.27%0.00%287,3002025-03-31
AAPL
APPLE
1,240+1+0.08%
Created with Highcharts 10.1.0
$222.970.25%0.00%275,5102025-03-31
SPLG
SPDR(R) PORTFOLIO S&P 500 ETF
4,063+14+0.35%
Created with Highcharts 10.1.0
$0.000.25%0.00%267,1522025-03-31
IEFA
ISHARES CORE MSCI EAFE ETF
3,32000.00%
Created with Highcharts 10.1.0
$0.000.23%0.00%251,1472025-03-31
IWF
ISHARES RUSSELL 1000 GROWTH ETF
578+1+0.17%
Created with Highcharts 10.1.0
$0.000.19%0.00%208,6572025-03-31
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
8,335+8,335
Open
Created with Highcharts 10.1.0
$24.870.19%0.02%208,2842025-03-31
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
0-3,121
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
0-2,399
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
TSLA
TESLA
0-597
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
SCHX
SCHWAB US LARGE-CAP ETF
0-8,857
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
GOOGL
ALPHABET
0-1,064
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31