13FBOX
M Financial Asset Management, Inc. · 13F Holdings
Options Calculator Rankings

M Financial Asset Management, Inc.

No.9769 Data as of Q4 2024
Latest AUM (Q4 2024)
$20.6M
QoQ Change Q3 2024
-$5.2M-20.2%
Holdings
9
New Buys
0
Adds
0
Reduces
9
Exits
0
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2024 ValueQ4 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DDIMENSIONAL USDFUV
25.19%23.76%$5.2M126,741$6.1M146,926-20,185-13.74%Reduce
VVANGUARD INTL EQUITY INDEX FVEU
23.88%27.19%$4.9M85,644$7.0M111,264-25,620-23.03%Reduce
DDIMENSIONAL ETF TRUSTDFIV
19.74%18.85%$4.1M114,509$4.9M127,639-13,130-10.29%Reduce
DDIMENSIONAL U.S. SMALL CAP ETFDFAS
19.38%16.52%$4.0M61,293$4.3M65,676-4,383-6.67%Reduce
VVANGUARD WORLD FDVDE
4.45%4.16%$915,8917,550$1.1M8,756-1,206-13.77%Reduce
VVANGUARD WORLD FDVAW
3.22%3.34%$663,2633,531$860,6834,070-539-13.24%Reduce
IISHARES TRWOOD
1.76%2.25%$362,9974,755$580,9586,742-1,987-29.47%Reduce
FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR
1.66%2.82%$342,3299,415$728,06217,650-8,235-46.66%Reduce
VANECK AGRIBUSINESS ETFMOO
0.72%1.1%$147,2352,282$284,2953,765-1,483-39.39%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow