FOSTER & MOTLEY INC - Portfolio overview

FOSTER & MOTLEY INC has 420 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FNDF - Schwab Fundamental Intl Lg Co ETF, 6.17%
2. JMBS - Janus Henderson Mortgage-Backed ETF, 4.54%
3. SCHF - Schwab International Equity ETF, 3.97%

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

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