account_balance
Investment manager · 13F filer · SEC CIK 2106949
Finhabits Advisors LLC
Reported value$120Mas of Sep 30, 2026
Positions15 0 new, 0 sold out
Top 10 weight87.8%ITOT alone is 18%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr
18.3%
VCSHVanguard Scottsdale FDS
10.1%Added +3%
LQDiShares Tr
9.9%Added +7%
VWOVanguard Intl Equity Index F
9.1%Added +2%
DYNFBlackRock ETF Trust
8.1%
VTIPVanguard Malvern FDS
8.0%Added +3%
VEAVanguard Tax-Managed FDS
7.5%
GBILGoldman Sachs ETF Tr
7.3%Added +4%
EMBiShares Tr
5.1%+5%
VMBSVanguard Scottsdale FDS
4.6%+5%
VTEBVanguard Mun Bd FDS
4.0%Added +6%
VNQVanguard Index FDS
3.3%+7%
ITOTiShares Tr
18.3%
VCSHVanguard Scottsdale FDS
10.1%+3%
LQDiShares Tr
9.9%+7%
VWOVanguard Intl Equity Index F
9.1%+2%
DYNFBlackRock ETF Trust
8.1%
VTIPVanguard Malvern FDS
8.0%
VEAVanguard Tax-Managed FDS
7.5%
GBILGoldman Sachs ETF Tr
7.3%
EMB5.1%
VMBS4.6%
VTEB4.0%
VNQ3.3%
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
ITOT iShares Tr 18.3% Held
VCSH Vanguard Scottsdale FDS 10.1% Added +3%
LQD iShares Tr 9.9% Added +7%
VWO Vanguard Intl Equity Index F 9.1% Added +2%
DYNF BlackRock ETF Trust 8.1% Held
VTIP Vanguard Malvern FDS 8.0% Added +3%
VEA Vanguard Tax-Managed FDS 7.5% Held
GBIL Goldman Sachs ETF Tr 7.3% Added +4%
EMB iShares Tr 5.1% Added +5%
VMBS Vanguard Scottsdale FDS 4.6% Added +5%
VTEB Vanguard Mun Bd FDS 4.0% Added +6%
VNQ Vanguard Index FDS 3.3% Added +7%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- SGOL +10%
- VNQ +7%
- LQD +7%
- VTEB +6%
arrow_downwardTrimmed
None
remove_circleSold out
None
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