Marotta Asset Management Incresed Positions in Q4 2025

Marotta Asset Management

  • $532 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FSTA
Fidelity Covington Tr Msci Con

ETFs
69.8K
+ 52.83%
$48.21 - $50.77 $3.36M - $3.54M
202K $9.92M
XCEM
Columbia ETF Tr Ii

ETFs
23.3K
+ 2.63%
$36.03 - $38.99 $838K - $907K
909K $34.8M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
6.81K
+ 20.0%
$219.27 - $238.71 $1.49M - $1.62M
40.8K $9.21M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
5.62K
+ 3.79%
$68.19 - $73.27 $383K - $412K
154K $11.2M
VBR
Vanguard Small Cap Value ETF

ETFs
6.39K
+ 4.64%
$201.42 - $211.15 $1.29M - $1.35M
144K $29.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.4K
+ 3.55%
$52.54 - $55.77 $601K - $638K
334K $18.3M
FREL
Fidelity Covington Tr Msci Rea

ETFs
33.3K
+ 18.07%
$26.82 - $28.15 $893K - $937K
217K $5.92M
VGSH
Vanguard

ETFs
12.2K
+ 14.32%
$58.64 - $58.96 $718K - $721K
97.7K $5.74M
BNDX
Vanguard Total International B

ETFs
13.5K
+ 2.3%
$49.3 - $49.91 $665K - $673K
600K $29.7M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
3.32K
+ 6.12%
$168.39 - $174.07 $559K - $578K
57.6K $9.9M
EDEN
Ishares Tr Msci Denmark ETF

ETFs
4.61K
+ 4.85%
$106.69 - $113.41 $492K - $523K
99.7K $10.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.25K
+ 22.38%
$74.09 - $75.1 $463K - $470K
34.2K $2.54M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
16.5K
+ 2.57%
$49.98 - $50.22 $824K - $827K
657K $32.9M
FLGR
Franklin Templeton ETF Tr

ETFs
17.8K
+ 8.89%
$31.85 - $33.56 $567K - $597K
218K $7.04M
EIRL
Ishares Tr Msci Ireland ETF

ETFs
358
+ 0.23%
$66.46 - $71.01 $23.8K - $25.4K
158K $11.1M
FLSW
Franklin Templeton ETF Tr

ETFs
1.1K
+ 0.42%
$38.1 - $40.11 $41.7K - $43.9K
262K $10.4M
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.1K
+ 5.44%
$46.68 - $48.34 $238K - $246K
98.8K $4.7M
EWD
Ishares Inc Msci Sweden ETF

ETFs
2.77K
+ 1.38%
$46.87 - $49.23 $130K - $136K
203K $9.68M
SCHO
Schwab Short Term Us Treasury

ETFs
7.69K
+ 1.31%
$24.31 - $24.46 $187K - $188K
593K $14.4M
FLMX
Franklin Templeton ETF Tr

ETFs
5.14K
+ 9.66%
$31.44 - $33.92 $161K - $174K
58.3K $1.91M
TFC
Truist Financial Corp

Financial Services
1
+ 0.0%
$41.09 - $45.64 $41.1 - $45.6
35.4K $1.59M
VOE
Vanguard Mid Cap Value Index F

ETFs
587
+ 0.26%
$169.53 - $176.53 $99.5K - $104K
224K $38.9M
ENZL
Ishares Tr Msci New Zealand Et

ETFs
2.44K
+ 1.46%
$44.85 - $47.19 $109K - $115K
170K $7.61M
Activity Summary
Buys All Purchases 26 New Holdings 2 Increased Positions 24 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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