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Portfolio (Quarterly) Guide ↗

Marotta Asset Management

· CIK 0001802091
13F Portfolio $601M AUM 103 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 5 New 31 Added 50 Reduced 4 Exited
Page 2 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLSW FRANKLIN FTSE SWITZERLAND ETF 257,586.0 $11.1M 1.85% -4K -1.5% $43.19 +3.0%
22 EWO ISHARES MSCI AUSTRIA 264,424.0 $11.0M 1.84% -25K -8.5% $41.77 +4.6%
23 EWD ISHARES MSCI SWEDEN 213,076.0 $10.6M 1.76% +10K +4.9% $49.66 +8.0%
24 XBI SPDR S&P BIOTECH ETF 66,810.0 $10.5M 1.74% +1K +1.9% $156.55 +5.9%
25 ENZL ISHARES MSCI NEW ZEALAND 195,937.0 $8.8M 1.46% +26K +15.4% $44.73 +8.9%
26 FREL FIDELITY MSCI REAL ESTATE ETF 271,595.0 $8.0M 1.33% +54K +24.9% $29.44 +1.6%
27 FLGR FRANKLIN FTSE GERMANY ETF 238,131.0 $7.6M 1.27% +20K +9.2% $32.12 +7.2%
28 VGSH VANGUARD SHORT GOVT BOND IDX ETF 123,804.0 $7.2M 1.20% +26K +26.7% $58.02 +0.2%
29 VOO VANGUARD S&P 500 ETF 9,388.0 $6.4M 1.07% -3K -23.5% $685.44 +2.7%
30 SCHZ SCHWAB US AGGREGATE BOND ETF 268,141.0 $6.2M 1.03% -7K -2.4% $23.04 -1.2%
31 VNQI VANGUARD GLOBAL EX-US REAL ESTATE ETF 117,463.0 $5.3M 0.88% +19K +18.9% $44.82 +2.0%
32 SCHE SCHWAB EMERGING MARKET EQUITY ETF 128,832.0 $4.6M 0.77% -15K -10.7% $35.99 +2.7%
33 FLTW FRANKLIN FTSE TAIWAN ETF 42,243.0 $4.3M 0.72% -8K -16.0% $102.05 -2.0%
34 VNQ VANGUARD REAL ESTATE ETF 43,927.0 $4.3M 0.71% -5K -9.3% $96.82 +1.7%
35 FLKR FRANKLIN FTSE SOUTH KOREA ETF 65,769.0 $4.0M 0.67% -22K -24.9% $61.11 -4.3%
36 VEXC VANGUARD EMRG MKTS EX-CHINA ETF 41,864.0 $4.0M 0.66% NEW $94.82 +1.0%
37 MDYV SPDR S&P 400 MID CAP VALUE ETF 40,669.0 $3.8M 0.64% -9K -17.6% $94.33 +1.5%
38 VTI VANGUARD TOTAL STOCK MARKET ETF 9,282.0 $3.4M 0.57% -546.0 -5.6% $369.27 +2.4%
39 SLYV SPDR S&P 600 SMALL CAP VALUE ETF 29,850.0 $3.2M 0.54% -13K -30.0% $108.86 +1.4%
40 IXN ISHARES GLOBAL TECHNOLOGY 22,755.0 $3.2M 0.53% -911.0 -3.9% $139.90 -0.3%
Page 2 of 6  ·  103 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.8%
Technology 17.9%
Industrials 17.9%
Healthcare 13.6%
Consumer Cyclical 9.2%
Communication Services 8.5%
Utilities 3.7%
Basic Materials 3.4%
Energy 2.6%
Consumer Defensive 2.5%