Marotta Asset Management Portfolio Holdings
Marotta Asset Management
- $484 Million
- Q2 2024
Marotta Asset Management has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $484 Million distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap Value Index F with a value of $35.9M, Vanguard Information Technolog with a value of $35.2M, Vanguard Sht Trm Inflt Prot Fd with a value of $31M, Vanguard Total International B with a value of $28.4M, and Columbia ETF Tr Ii with a value of $25M.
Examining the 13F form we can see an increase of $888K in the current position value, from $483M to 484M.
Below you can find more details about Marotta Asset Management portfolio as well as his latest detailed transactions.