Andrew Parsons

@Corrigan Financial, Inc.

Latest period2024 - Q4

Reported6d ago

Managed Assets$436.142M

Total holdings44

Assets growth rate0.04%

Assets growth rate (2-Q avg)5.66%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Corrigan Financial, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 44 positions.

Assets under management

The assets under management (AUM) of Corrigan Financial, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 436.142M in assets, with a quarterly growth rate of 0.04% and a 2-quarter average growth rate of 5.66%. The portfolio is managed by Andrew Parsons, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VSGXVanguard World Fd Recent Activity Increased 8.29%	0.22%	$939,884 16,576 shares@ $56.71 avg price	Increased 8.29%
SPSMSpdr Ser Tr Recent Activity Increased 0.61%	0.22%	$928,332 20,666 shares@ $44.93 avg price	Increased 0.61%
AORIshares Tr Recent Activity Increased 1.95%	0.15%	$652,728 11,387 shares@ $57.33 avg price	Increased 1.95%
ESGEIshares Inc Recent Activity Increased 4.05%	0.11%	$444,485 13,312 shares@ $33.39 avg price	Increased 4.05%
DFAEDimensional Etf Trust Recent Activity Increased 0.49%	0.06%	$257,322 10,143 shares@ $25.37 avg price	Increased 0.49%