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Manuka Financial, LLC

Portfolio Manager
Manuka Financial, LLC
Performance
-0.77% (2026 Q1)
AUM (13F)
$161.92M
# of Holdings
56
Performance Rank
Allocation (Top 20)
89.66%

Manuka Financial, LLC Holdings Map

Top 50 Manuka Financial, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
22.72%114.7K$36.8M
+4.50%(+4.94K)
2025-Q1: 99.1K shares2025-Q2: 108.7K shares2025-Q3: 107.9K shares2025-Q4: 109.7K shares2026-Q1: 114.7K shares
$288.75(+27.71%)
2026-03-31
VXUS
VANGUARD STAR FDS
17.09%358.9K$27.7M
+3.69%(+12.79K)
2025-Q1: 404.5K shares2025-Q2: 415.9K shares2025-Q3: 336.3K shares2025-Q4: 346.1K shares2026-Q1: 358.9K shares
$62.67(+35.38%)
2026-03-31
NVDA
NVIDIA CORPORATION
8.02%74.4K$13.0M
+0.18%(+131)
2025-Q1: 145.4K shares2025-Q2: 125.6K shares2025-Q3: 74.3K shares2025-Q4: 74.3K shares2026-Q1: 74.4K shares
$127.96(+52.26%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
4%101.2K$6.5M
+0.20%(+200)
2025-Q1: 143.4K shares2025-Q2: 75.6K shares2025-Q3: 97.6K shares2025-Q4: 101.0K shares2026-Q1: 101.2K shares
$52.44(+35.02%)
2026-03-31
BND
VANGUARD BD INDEX FDS
3.73%82.0K$6.0M
+4.60%(+3.61K)
2025-Q1: 57.8K shares2025-Q2: 61.3K shares2025-Q3: 78.1K shares2025-Q4: 78.4K shares2026-Q1: 82.0K shares
$73.49(-0.52%)
2026-03-31
XOM
EXXON MOBIL CORP
3.72%35.5K$6.0M
-3.87%(-1.43K)
2025-Q1: 36.9K shares2025-Q2: 36.8K shares2025-Q3: 37.0K shares2025-Q4: 36.9K shares2026-Q1: 35.5K shares
$112.39(+21.98%)
2026-03-31
VUG
VANGUARD INDEX FDS
3.52%13.0K$5.7M
-0.86%(-113)
2025-Q1: 30.6K shares2025-Q2: 28.6K shares2025-Q3: 13.9K shares2025-Q4: 13.2K shares2026-Q1: 13.0K shares
$66.18(+29.20%)
2026-03-31
BNDX
VANGUARD CHARLOTTE FDS
3.5%118.0K$5.7M
-1.92%(-2.31K)
2025-Q1: 85.2K shares2025-Q2: 91.6K shares2025-Q3: 120.5K shares2025-Q4: 120.3K shares2026-Q1: 118.0K shares
$49.60(-2.73%)
2026-03-31
VTV
VANGUARD INDEX FDS
3.48%28.7K$5.6M
-0.73%(-212)
2025-Q1: 61.4K shares2025-Q2: 60.1K shares2025-Q3: 29.2K shares2025-Q4: 28.9K shares2026-Q1: 28.7K shares
$171.91(+27.49%)
2026-03-31
BSV
VANGUARD BD INDEX FDS
3.41%70.4K$5.5M
+4.17%(+2.82K)
2025-Q1: 60.9K shares2025-Q2: 67.3K shares2025-Q3: 73.4K shares2025-Q4: 67.5K shares2026-Q1: 70.4K shares
$78.11(-0.46%)
2026-03-31

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