StockDriftsStockDriftsTop 9 M Financial Asset Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENTIONAL | 25.11% | 126.7K | $5K | -13.74%(-20.18K) | — | 2024-12-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 23.93% | 85.6K | $5K | -23.03%(-25.62K) | — | 2024-12-31 | |
| DFIV | DIMENTIONAL | 19.7% | 114.5K | $4K | -10.29%(-13.13K) | — | 2024-12-31 | |
| DFAS | DIMENTIONAL | 19.3% | 61.3K | $4K | -6.67%(-4.38K) | — | 2024-12-31 | |
| VDE | VANGUARD WORLD FDS | 4.43% | 7.5K | $915 | -13.77%(-1.21K) | — | 2024-12-31 | |
| VAW | VANGUARD WORLD FDS | 3.21% | 3.5K | $663 | -13.24%(-539) | — | 2024-12-31 | |
| GUNR | FLEXSHARES | 1.85% | 9.4K | $383 | -46.66%(-8.23K) | — | 2024-12-31 | |
| WOOD | ISHARES TR | 1.75% | 4.8K | $362 | -29.47%(-1.99K) | — | 2024-12-31 | |
| MOO | VANECK VECTORS ETF TR | 0.71% | 2.3K | $147 | -39.39%(-1.48K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
M Financial Asset Management, Inc. reports $20.65K in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are DFUV (25.1%), VEU (23.9%) and DFIV (19.7%). Figures reflect the Q4 2024 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 M Financial Asset Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730083). View M Financial Asset Management, Inc.’s 13F filings on SEC