Finley Financial, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FF Finley Financial, LLC | Institutional Filer | ▼ 2.17% | $213.6M | 107 |
Current Portfolio Holdings
Showing all 107 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES RUSSELL 3000 ETF | — | 71K | $26.2M | 12.28% |
| 2 | IWM | iShares Russell 2000 ETF | — | 88K | $21.9M | 10.25% |
| 3 | IXUS | ISHARES TR CORE MSCI TOTAL | — | 229K | $19.9M | 9.30% |
| 4 | QQQ | Invesco QQQ Trust | — | 24K | $13.9M | 6.49% |
| 5 | IJH | ISHARES CORE S&P MID-CAP ETF | — | 196K | $13.2M | 6.20% |
| 6 | EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | — | 228K | $12.9M | 6.05% |
| 7 | IWF | ISHARES TR RUS 1000 GRW ETF | — | 30K | $12.8M | 6.01% |
| 8 | IYW | ISHARES US TECHNOLOGY ETF | — | 62K | $11.2M | 5.23% |
| 9 | IWD | ISHARES RUSSELL 1000 VALUE ETF | — | 35K | $7.5M | 3.53% |
| 10 | EZU | ISHARES MSCI EUROZONE ETF | — | 83K | $5.2M | 2.42% |
| 11 | IWC | ISHARES TR MICRO-CAP ETF | — | 32K | $5.1M | 2.41% |
| 12 | IYF | ISHARES US FINANCIALS ETF | — | 40K | $4.8M | 2.23% |
| 13 | IWO | ISHARES TR RUS 2000 GRW ETF | — | 14K | $4.3M | 1.99% |
| 14 | IWR | ISHARES TR RUS MID CAP ETF | — | 31K | $3.1M | 1.43% |
| 15 | IWN | ISHARES RUSSELL 2000 VALUE ETF | — | 16K | $2.9M | 1.38% |
Showing 1 to 15 of 107 holdings