Mullooly Asset Management, Inc.: 13F holdings
CIK 19505912026Q2
| Positions | 60 |
|---|
| Reported value | $324.9m |
|---|
| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 60 (+9 vs prior quarter) |
|---|
| Reported value | $324.9m (+19.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VLUE ISHARES TR | 231,953 | $46.3m | 14.3% |
| MTUM ISHARES TR | 134,087 | $46.0m | 14.1% |
| VEU VANGUARD INTL EQUITY INDEX F | 428,963 | $35.9m | 11.1% |
| IJH ISHARES TR | 417,673 | $32.2m | 9.9% |
| VTI VANGUARD INDEX FDS | 75,484 | $27.9m | 8.6% |
| SHV ISHARES TR | 248,775 | $27.5m | 8.4% |
| IJR ISHARES TR | 148,841 | $22.1m | 6.8% |
| AGG ISHARES TR | 160,987 | $15.9m | 4.9% |
| BOND PIMCO ETF TR | 167,343 | $15.4m | 4.7% |
| QQQ INVESCO QQQ TR | 19,274 | $14.2m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1950591")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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