AMARA FINANCIAL LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| MGK | VANGUARD WORLD FUND | 70,942 | +238 | +0.34% | $0.00 | 20.25% | 0.10% | 21,912,439 | 2025-03-31 | ||||||
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 79,500 | +705 | +0.89% | $0.00 | 14.25% | 0.02% | 15,422,117 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 252,654 | +19,506 | +8.37% | $0.00 | 11.87% | 0.01% | 12,842,406 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 27,464 | +511 | +1.90% | $0.00 | 6.56% | 0.01% | 7,102,639 | 2025-03-31 | ||||||
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND | 45,562 | +1,669 | +3.80% | $123.29 | 5.42% | 0.07% | 5,870,210 | 2025-03-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 45,417 | +4,027 | +9.73% | $0.00 | 4.39% | 0.01% | 4,749,274 | 2025-03-31 | ||||||
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | 79,260 | -16,081 | -16.87% | $57.65 | 4.12% | 0.12% | 4,460,738 | 2025-03-31 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 51,067 | -21,589 | -29.71% | $79.98 | 3.86% | 0.01% | 4,173,739 | 2025-03-31 | ||||||
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 69,778 | -4,130 | -5.59% | $52.09 | 3.38% | 0.02% | 3,654,291 | 2025-03-31 | ||||||
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | 140,132 | +38,327 | +37.65% | $25.58 | 3.24% | 0.00% | 3,508,903 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 17,326 | +84 | +0.49% | $0.00 | 2.77% | 0.00% | 2,992,916 | 2025-03-31 | ||||||
| SGOL | ABRDN GOLD ETF TRUST | 85,692 | +35,322 | +70.13% | $0.00 | 2.36% | 0.00% | 2,555,335 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 39,785 | +3,521 | +9.71% | $60.33 | 2.15% | 0.00% | 2,321,476 | 2025-03-31 | ||||||
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | 24,322 | +2,360 | +10.75% | $0.00 | 1.05% | 0.09% | 1,135,110 | 2025-03-31 | ||||||
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | 41,735 | +41,735 | Open | $24.40 | 0.92% | 0.14% | 995,369 | 2025-03-31 | ||||||
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 16,017 | +116 | +0.73% | $0.00 | 0.87% | 0.02% | 944,681 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 3,266 | -12 | -0.37% | $229.18 | 0.87% | 0.00% | 941,065 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 1,681 | +5 | +0.30% | $0.00 | 0.87% | 0.00% | 940,487 | 2025-03-31 | ||||||
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 8,297 | -251 | -2.94% | $100.23 | 0.79% | 0.01% | 858,508 | 2025-03-31 | ||||||
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 15,342 | -315 | -2.01% | $54.37 | 0.77% | 0.00% | 828,006 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 1,323 | -10 | -0.75% | $509.92 | 0.63% | 0.00% | 679,857 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 1,789 | +1 | +0.06% | $0.00 | 0.61% | 0.00% | 663,307 | 2025-03-31 | ||||||
| EMNT | PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND | 6,686 | +1,343 | +25.14% | $0.00 | 0.61% | 0.00% | 660,246 | 2025-03-31 | ||||||
| GLTR | ABRDN PRECIOUS METALS BASKET ETF TRUST | 4,767 | 0 | 0.00% | $106.42 | 0.57% | 0.00% | 617,183 | 2025-03-31 | ||||||
| IVE | ISHARES S&P 500 VALUE ETF | 2,941 | +12 | +0.41% | $0.00 | 0.52% | 0.00% | 560,467 | 2025-03-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 2,280 | +8 | +0.35% | $0.00 | 0.47% | 0.00% | 505,597 | 2025-03-31 | ||||||
| AMED | AMEDISYS | 5,450 | 0 | 0.00% | $97.47 | 0.47% | 0.02% | 504,834 | 2025-03-31 | ||||||
| SPSB | SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | 16,315 | +117 | +0.72% | $30.02 | 0.45% | 0.01% | 491,095 | 2025-03-31 | ||||||
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 8,052 | +436 | +5.72% | $50.80 | 0.38% | 0.01% | 409,430 | 2025-03-31 | ||||||
| SPIB | SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 12,040 | +65 | +0.54% | $33.28 | 0.37% | 0.00% | 400,197 | 2025-03-31 | ||||||
| CVS | CVS | 5,632 | 0 | 0.00% | $58.48 | 0.35% | 0.00% | 381,568 | 2025-03-31 | ||||||
| XJH | ISHARES ESG SCREENED S&P MID-CAP ETF | 9,725 | +1,262 | +14.91% | $40.81 | 0.35% | 0.15% | 379,946 | 2025-03-31 | ||||||
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND | 1,480 | +3 | +0.20% | $0.00 | 0.33% | 0.00% | 362,109 | 2025-03-31 | ||||||
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | 5,400 | +1 | +0.02% | $0.00 | 0.32% | 0.00% | 346,023 | 2025-03-31 | ||||||
| SCHJ | SCHWAB US SMALL-CAP GROWTH ETF | 13,106 | -333 | -2.48% | $24.47 | 0.30% | 0.00% | 322,941 | 2025-03-31 | ||||||
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | 2,006 | +13 | +0.65% | $0.00 | 0.30% | 0.00% | 322,016 | 2025-03-31 | ||||||
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 8,012 | +1,838 | +29.77% | $0.00 | 0.28% | 0.02% | 307,733 | 2025-03-31 | ||||||
| SPYG | SPDR(R) PORTFOLIO S&P 500 GROWTH ETF | 3,696 | +1 | +0.03% | $0.00 | 0.27% | 0.00% | 297,017 | 2025-03-31 | ||||||
| SPSM | SPDR(R) PORTFOLIO S&P 600 SMALL CAP ETF | 7,257 | +7,257 | Open | $43.74 | 0.27% | 0.00% | 295,789 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 765 | +1 | +0.13% | $426.11 | 0.27% | 0.00% | 287,300 | 2025-03-31 | ||||||
| AAPL | APPLE | 1,240 | +1 | +0.08% | $222.97 | 0.25% | 0.00% | 275,510 | 2025-03-31 | ||||||
| SPLG | SPDR(R) PORTFOLIO S&P 500 ETF | 4,063 | +14 | +0.35% | $0.00 | 0.25% | 0.00% | 267,152 | 2025-03-31 | ||||||
| IEFA | ISHARES CORE MSCI EAFE ETF | 3,320 | 0 | 0.00% | $0.00 | 0.23% | 0.00% | 251,147 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 578 | +1 | +0.17% | $0.00 | 0.19% | 0.00% | 208,657 | 2025-03-31 | ||||||
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 8,335 | +8,335 | Open | $24.87 | 0.19% | 0.02% | 208,284 | 2025-03-31 | ||||||
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 0 | -3,121 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 0 | -2,399 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| TSLA | TESLA | 0 | -597 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| SCHX | SCHWAB US LARGE-CAP ETF | 0 | -8,857 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 0 | -1,064 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||