Eley Financial Management, Inc - Portfolio overview

Eley Financial Management, Inc has 74 reported holdings in this dataset, with the latest filing dated 2026-05-19.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AGG - ISHARESTR, 9.12%
2. IVV - ISHARESTR, 8.56%
3. IJH - ISHARESTR, 5.84%

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

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