M Financial Asset Management, Inc. Portfolio Holdings

M Financial Asset Management, Inc.

  • $20.7 Million
  • Q4 2024

M Financial Asset Management, Inc. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $20.7 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 $5.19M, Vanguard Ftse All World Ex Us with a value of $4.94M, Dimensional ETF Tr with a value of $4.07M, Dimensional ETF Tr U S Small C with a value of $3.99M, and Vanguard Energy ETF with a value of $915K.

Examining the 13F form we can see an decrease of $5.13M in the current position value, from $25.8M to 20.7M.

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.

Portfolio value $20.7 Million
ETFs: $20.3 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $20.7 Million
  • Prior Value $25.8 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track M Financial Asset Management, Inc. Portfolio

Follow M Financial Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of M Financial Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Financial Asset Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email