Finhabits Advisors LLC
CIK: 0002106949SEC EDGAR →
Portfolio Value
$106.6M
Holdings
15
As of
Q4 2025
New Positions
15
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES CORE S&P TTL STK | 132,321 | $19.7M | 18.46% |
| 2 | VANGUARD SHRT TRM CORP BD | 137,124 | $10.9M | 10.26% |
| 3 | ISHARES IBOXX INV CP | 98,476 | $10.9M | 10.18% |
| 4 | VANGUARD INTL EQUITY INDEX F | 175,872 | $9.5M | 8.87% |
| 5 | VANGUARD STRM INFPROIDX | 177,786 | $8.8M | 8.25% |
| 6 | BLACKROCK ISHARES US EQUIT | 135,245 | $8.2M | 7.72% |
| 7 | VANGUARD FTSE DEV MKT | 128,566 | $8.0M | 7.54% |
| 8 | GOLDMAN SACHS ACCES TREASURY | 68,829 | $6.9M | 6.46% |
| 9 | ISHARES JPMORGAN USD EMG | 59,167 | $5.7M | 5.35% |
| 10 | VANGUARD MTG-BKD SECS | 109,451 | $5.2M | 4.84% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 15 | $106.5M | 100.0% |