Top 44 Corrigan Financial, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 15.36% | 201.1K | $74.6M | +3.00%(+5.85K) | โ | 2025-03-31 | |
| VXUS | VANGUARD STAR FDS | 9.71% | 758.7K | $47.1M | +18.90%(+120.59K) | โ | 2025-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 8.59% | 532.6K | $41.7M | +3.16%(+16.34K) | โ | 2025-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 7.66% | 790.5K | $37.2M | +8.77%(+63.73K) | โ | 2025-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 6.41% | 544.1K | $31.1M | +19.56%(+89.03K) | โ | 2025-03-31 | |
| BND | VANGUARD BD INDEX FDS | 6.13% | 404.9K | $29.7M | +11.04%(+40.25K) | โ | 2025-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 5.97% | 948.5K | $29.0M | +52.51%(+326.58K) | โ | 2025-03-31 | |
| RLY | SSGA ACTIVE ETF TR | 5.32% | 904.5K | $25.8M | +1.67%(+14.87K) | โ | 2025-03-31 | |
| IXUS | ISHARES TR | 4.31% | 299.4K | $20.9M | -0.99%(-2.99K) | โ | 2025-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.25% | 585.9K | $15.8M | new | โ | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Corrigan Financial, Inc. reports $485.36M in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are VUG (15.4%), VXUS (9.7%) and BSV (8.6%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Corrigan Financial, Inc.โs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1990951). View Corrigan Financial, Inc.โs 13F filings on SEC