Finhabits Advisors LLC - Portfolio overview

Finhabits Advisors LLC has 15 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

  1. ITOT - ISHARES CORE S&P TTL STK, 18.27%
  2. VCSH - VANGUARD SHRT TRM CORP BD, 10.18%
  3. LQD - ISHARES IBOXX INV CP, 10.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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