M Financial Asset Management, Inc. Portfolio Holdings
M Financial Asset Management, Inc.
- $25.9 Million
- Q2 2024
M Financial Asset Management, Inc. has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $25.9 Million distributed in 9 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $7.35M, Vanguard Ftse All World Ex Us with a value of $6.84M, Dimensional ETF Tr with a value of $4.27M, Dimensional ETF Tr U S Small C with a value of $3.93M, and Vanguard Energy ETF with a value of $1.13M.
Examining the 13F form we can see an decrease of $9.99M in the current position value, from $35.9M to 25.9M.
M Financial Asset Management, Inc. is based out at Portland, OR
Below you can find more details about M Financial Asset Management, Inc. portfolio as well as his latest detailed transactions.