ERn Financial, LLC - Portfolio overview

ERn Financial, LLC has 154 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYV - SPDR SERIES TRUST, 7.31%
2. SPYG - SPDR SERIES TRUST, 6.76%
3. SPDW - SPDR INDEX SHS FDS, 5.54%

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

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