Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Marotta Asset Management (CIK 1802091) reported $543.1M across 103 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOE ($40.2M, 7.39%), XCEM ($35.9M, 6.61%), VTIP ($32.7M, 6.03%), VBR ($32.2M, 5.94%), BNDX ($29.4M, 5.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOE | VANGUARD MID CAP VALUE ETF | $40.2M | 7.39% | 217,452 | Trimmed |
| 2 | XCEM | COLUMBIA EMRG MKTS CORE EX-CHINA ETF | $35.9M | 6.61% | 872,063 | Trimmed |
| 3 | VTIP | VANGUARD SHORT INFLATION-PROTECTED ETF | $32.7M | 6.03% | 656,176 | Trimmed |
| 4 | VBR | VANGUARD SMALL CAP VALUE ETF | $32.2M | 5.94% | 147,767 | Added |
| 5 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $29.4M | 5.42% | 613,248 | Added |
| 6 | VGT | VANGUARD INFO TECHNOLOGY ETF | $28.9M | 5.32% | 40,863 | Trimmed |
| 7 | VWO | VANGUARD FTSE EMERGING MARKET ETF | $17.8M | 3.28% | 328,894 | Trimmed |
| 8 | VWOB | VANGUARD EMERGING MARKET GOVT BOND ETF | $16.2M | 2.98% | 246,454 | Added |
| 9 | VDC | VANGUARD CONSUMER STAPLES ETF | $15.4M | 2.83% | 68,662 | Trimmed |
| 10 | VHT | VANGUARD HEALTH CARE ETF | $14.6M | 2.70% | 53,346 | Trimmed |
| 11 | FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY ETF | $14.4M | 2.65% | 68,189 | Added |
| 12 | SCHO | SCHWAB SHORT TERM US TREASURY | $13.7M | 2.52% | 564,482 | Trimmed |
| 13 | SCHP | SCHWAB US TIPS ETF | $13.5M | 2.48% | 507,609 | Added |
| 14 | FHLC | FIDELITY MSCI HEALTH ETF | $11.9M | 2.19% | 167,439 | Added |
| 15 | QUS | SPDR USA STRATEGIC FACTORS | $11.5M | 2.12% | 66,803 | Added |
| 16 | EFNL | ISHARES MSCI FINLAND ETF | $11.3M | 2.09% | 227,833 | Trimmed |
| 17 | EIRL | ISHARES MSCI IRELAND CAPPED ETF | $11.3M | 2.08% | 162,963 | Added |
| 18 | EDEN | ISHARES MSCI DENMARK ETF | $11.2M | 2.06% | 106,133 | Added |
| 19 | FLSW | FRANKLIN FTSE SWITZERLAND ETF | $10.2M | 1.87% | 246,951 | Trimmed |
| 20 | FSTA | FIDELITY MSCI CONSUMER STAPLES ETF | $10.2M | 1.87% | 195,107 | Trimmed |
| 21 | EWD | ISHARES MSCI SWEDEN | $10.1M | 1.86% | 204,189 | Added |
| 22 | EWN | ISHARES MSCI NETHERLANDS | $9.8M | 1.81% | 167,491 | Trimmed |
| 23 | EWO | ISHARES MSCI AUSTRIA | $9.8M | 1.80% | 272,075 | Trimmed |
| 24 | XBI | SPDR S&P BIOTECH ETF | $8.5M | 1.56% | 66,108 | Added |
| 25 | ENZL | ISHARES MSCI NEW ZEALAND | $7.6M | 1.39% | 177,839 | Added |
Source: SEC Form 13F filings · as of 2026-03-31