Manuka Financial, LLC

Q4 2024 13F Holdings

  • Location
    richmond, VA
  • Num holdings

    46

  • Value ($000)

    $148,225

  • Date Filed
    01/23/2025
  • Form type
    13F-HR
  • CIK
    0002049064
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$25.22M
17 %

87,012

---

VANGUARD STAR FDS

VG TL INTL STK F
$21.31M
14 %

361,549

NVDA
NVDA

NVIDIA CORPORATION

COM
$21.14M
14 %

157,393

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$12.34M
8 %

30,069

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$10.09M
7 %

59,579

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$6.51M
4 %

136,237

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
$4.96M
3 %

98,999

BSV
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
$4.63M
3 %

59,888

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$4.22M
3 %

86,047

XOM
XOM

EXXON MOBIL CORP

COM
$3.97M
3 %

36,910

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