account_balance

Investment manager · 13F filer · SEC CIK 1802091

Marotta Asset Management

Reported value$589Mas of Sep 30, 2026
Positions101 1 new, 3 sold out
Top 10 weight49.3%VOE alone is 7%
FiledOct 22 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOE Vanguard Mid Cap Value ETF 7.2% Held
XCEM Columbia Emrg MKTS Core Ex-China ETF 6.8% Trimmed −5%
VBR Vanguard Small Cap Value ETF 5.8% Held
VGT Vanguard Info Technology ETF 5.7% Trimmed −11%
VTIP Vanguard Short Inflation-Protected ETF 5.5% Held
BNDX Vanguard Total International Bond ETF 5.2% Added +2%
FTEC Fidelity MSCI Information Technology ETF 3.9% Added +5%
VWO Vanguard Ftse Emerging Market ETF 3.4% Held
QUS SPDR USA Strategic Factors 3.0% Added +10%
VWOB Vanguard Emerging Market Govt Bond ETF 2.8% Held
FHLC Fidelity MSCI Health ETF 2.6% Trimmed −7%
FSTA Fidelity MSCI Consumer Staples ETF 2.2% Added +17%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 2, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • VTP $428K
arrow_upwardAdded
  • VEXC +92%
  • STIP +19%
  • FSTA +17%
  • BND +14%
arrow_downwardTrimmed
  • VHT −19%
  • XBI −13%
  • ENZL −12%
  • VGT −11%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist