Marotta Asset Management
Q4 2025 13F Holdings
- Locationcharlottesville, VA
- Num holdings
102
- Value ($000)
$540,156
- Date Filed01/07/2026
- Form type13F-HR
- CIK0001802091
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD MID CAP VALUE ETF | COM | 922908512 | $39.71M | 7 % | 223,866 | ||
X COLUMBIA EMRG MKTS CORE EX-CHINA ETF | COM | 19762B202 | $34.88M | 7 % | 909,165 | ||
V VANGUARD SHORT INFLATION-PROTECTED ETF | COM | 922020805 | $32.49M | 6 % | 656,977 | ||
VANGUARD INFO TECHNOLOGY ETF | COM | 92204A702 | $31.6M | 6 % | 41,916 | ||
V VANGUARD SMALL CAP VALUE ETF | COM | 922908611 | $30.48M | 6 % | 143,896 | ||
B VANGUARD TOTAL INTERNATIONAL BOND ETF | COM | 92203J407 | $29.01M | 5 % | 600,474 | ||
V VANGUARD FTSE EMERGING MARKET ETF | COM | 922042858 | $17.93M | 3 % | 333,501 | ||
VANGUARD HEALTH CARE ETF | COM | 92204A504 | $16.88M | 3 % | 58,644 | ||
V VANGUARD EMERGING MARKET GOVT BOND ETF | COM | 921946885 | $16.33M | 3 % | 242,172 | ||
VANGUARD CONSUMER STAPLES ETF | COM | 92204A207 | $15.72M | 3 % | 74,426 |
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