Institutional Manager · CIK 0002106949
Finhabits Advisors LLC
NEW YORK, NY · File #028-26016
Latest AUM
$106.6M
Positions
15
Top-10 Concentration
87.9%
Filings
1
Sector Allocation
Filing History
View all filings →Top 15 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES CORE S&P TTL STK | 464287150 | 132,321 | $19.7M | 18.46% |
| 2 | VANGUARD SHRT TRM CORP BD | 92206C409 | 137,124 | $10.9M | 10.26% |
| 3 | ISHARES IBOXX INV CP | 464287242 | 98,476 | $10.9M | 10.18% |
| 4 | VANGUARD INTL EQUITY INDEX F | 922042858 | 175,872 | $9.5M | 8.87% |
| 5 | VANGUARD STRM INFPROIDX | 922020805 | 177,786 | $8.8M | 8.25% |
| 6 | BLACKROCK ISHARES US EQUIT | BLK | 135,245 | $8.2M | 7.72% |
| 7 | VANGUARD FTSE DEV MKT | 921943858 | 128,566 | $8.0M | 7.54% |
| 8 | GOLDMAN SACHS ACCES TREASURY | NVGLF | 68,829 | $6.9M | 6.46% |
| 9 | ISHARES JPMORGAN USD EMG | 464288281 | 59,167 | $5.7M | 5.35% |
| 10 | VANGUARD MTG-BKD SECS | 92206C771 | 109,451 | $5.2M | 4.84% |
| 11 | VANGUARD MUN BD TAX EXEMPT | 922907746 | 90,914 | $4.6M | 4.29% |
| 12 | VANGUARD REAL ESTATE | 922908553 | 38,493 | $3.4M | 3.20% |
| 13 | BLACKROCK ISHARES FLEXIBLE | BLK | 50,068 | $2.6M | 2.48% |
| 14 | ISHARES SHORT DURATION B | 46431W507 | 33,540 | $1.7M | 1.61% |
| 15 | ETFS PHYSCL GOLD | 00326A104 | 12,831 | $527,116 | 0.49% |