Marotta Asset Management - Portfolio overview

Marotta Asset Management has 114 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. VOE - VANGUARD MID CAP VALUE ETF, 7.36%
2. XCEM - COLUMBIA EMRG MKTS CORE EX-CHINA ETF, 6.58%
3. VTIP - VANGUARD SHORT INFLATION-PROTECTED ETF, 6.00%

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

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