M Financial Asset Management, Inc.
CIK 1730083 · View on SEC EDGAR ↗
- Portfolio value
- $21K
- Positions
- 9
- As of
- Dec. 31, 2024 Data as of Q4 2024
#9,429 of 9,443 by 13F value · top 99.9%
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 8
- Effective number of positions
- 5.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
- New positions
- 9
- Increased
- 0
- Decreased
- 0
- Closed
- 0
On this page
Sector breakdown
Other/Unmapped
100.0%
Full portfolio 9 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DFUV | $5,186 | 25.11% | 126,741 | Up ×1 | |||
| VEU | $4,941 | 23.93% | 85,644 | Up ×1 | |||
| DFIV | $4,068 | 19.70% | 114,509 | Up ×1 | |||
| DFAS | $3,985 | 19.30% | 61,293 | Up ×1 | |||
| VDE | $915 | 4.43% | 7,550 | Up ×1 | |||
| VAW | $663 | 3.21% | 3,531 | Up ×1 | |||
| GUNR | $383 | 1.85% | 9,415 | Up ×1 | |||
| WOOD WOOD | $362 | 1.75% | 4,755 | Up ×1 | |||
| MOO MOO | $147 | 0.71% | 2,282 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| DFUV | $5,186 | 126,741 | 25.11% |
| VEU | $4,941 | 85,644 | 23.93% |
| DFIV | $4,068 | 114,509 | 19.70% |
| DFAS | $3,985 | 61,293 | 19.30% |
| VDE | $915 | 7,550 | 4.43% |
| VAW | $663 | 3,531 | 3.21% |
| GUNR | $383 | 9,415 | 1.85% |
| WOOD | $362 | 4,755 | 1.75% |
| MOO | $147 | 2,282 | 0.71% |