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JASON D. FINLEY

@Finley Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$192.171MTotal holdings122
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Finley Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 122 positions.

Assets under management

The assets under management (AUM) of Finley Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 192.171M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by JASON D. FINLEY, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SHVIshares Tr Short Treas Bd
Recent Activity
New Position
0.56%
$1.073M
9,729 shares@ $110.28 avg price
IJJIshares S&p Mid-cap 400 Value Etf
Recent Activity
New Position
0.52%
$991,573
7,760 shares@ $127.79 avg price
SUSAIshares Tr Msci Usa Esg Slc
Recent Activity
New Position
0.49%
$937,400
7,610 shares@ $123.19 avg price
IEFAIshares Trust Core Msci Eafe Etf
Recent Activity
New Position
0.48%
$919,352
13,010 shares@ $70.67 avg price
IJTIshares Tr S&p Small Cap 600 Growth Etf
Recent Activity
New Position
0.44%
$827,845
5,985 shares@ $138.32 avg price
ILFIshares S & P Latin America 40 Index Fund
Recent Activity
New Position
0.38%
$724,162
33,097 shares@ $21.88 avg price
IEVIshares Europe Etf
Recent Activity
New Position
0.35%
$657,126
12,455 shares@ $52.77 avg price
DSIIshares Tr Msci Kld400 Soc
Recent Activity
New Position
0.31%
$590,840
5,290 shares@ $111.69 avg price
IJSIshares S&p Small-cap 600 Value Etf
Recent Activity
New Position
0.3%
$575,663
5,250 shares@ $109.66 avg price
IAGGIshares Intl Aggregate Bond
Recent Activity
New Position
0.3%
$572,926
11,530 shares@ $49.7 avg price