FINLEY FINANCIAL, LLC

PrivateCIK: 2047823
Location

LAS VEGAS, NV

110
Positions
$248.46M
Total AUM (reported)
1.80M
Total Shares

Allocation by class

TOTAL AUM$248.46M110 positions
RUSSELL 3000 ETF$29.58M11.9%
RUSSELL 2000 ETF$26.01M10.5%
CORE MSCI TOTAL$21.78M8.8%
UNIT SER 1$17.38M7.0%
MSCI EMG MKT ETF$15.39M6.2%
U.S. TECH ETF$15.27M6.1%
CORE S&P MCP ETF$14.88M6.0%

Portfolio Concentration

Top 331.1%4–1037.1%11–2519.0%Rest12.8%TOP 1068.2%0%100%
Top 3$77.37M31.1%
4–10$92.16M37.1%
11–25$47.12M19.0%
Rest$31.81M12.8%

Top 3 weight

31.1%

Top 10 weight

68.2%

Voting Authority Distribution

Total shares with voting rights: 1.80M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.80M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole110
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings110
Rows:

ISHARES RUSSELL 3000 ETF

SOLE
RUSSELL 3000 ETF
Shares69.37K
TypeSH
Market value$29.58M
11.91%
Sole
0.00
Shared
0.00
None
69.37K

ISHARES RUSSELL 2000 ETF

SOLE
RUSSELL 2000 ETF
Shares86.58K
TypeSH
Market value$26.01M
10.47%
Sole
0.00
Shared
0.00
None
86.58K

ISHARES TR CORE MSCI TOTAL

SOLE
CORE MSCI TOTAL
Shares228.19K
TypeSH
Market value$21.78M
8.77%
Sole
0.00
Shared
0.00
None
228.19K

INVESCO QQQ TR UNIT SER 1

SOLE
UNIT SER 1
Shares23.61K
TypeSH
Market value$17.38M
7.00%
Sole
0.00
Shared
0.00
None
23.61K

ISHARES TRUST MSCI EMG MKTS ETF USD DIS

SOLE
MSCI EMG MKT ETF
Shares224.93K
TypeSH
Market value$15.39M
6.19%
Sole
0.00
Shared
0.00
None
224.93K

ISHARES US TECHNOLOGY ETF

SOLE
U.S. TECH ETF
Shares60.56K
TypeSH
Market value$15.27M
6.15%
Sole
0.00
Shared
0.00
None
60.56K

ISHARES CORE S&P MID-CAP ETF

SOLE
CORE S&P MCP ETF
Shares193.03K
TypeSH
Market value$14.88M
5.99%
Sole
0.00
Shared
0.00
None
193.03K

ISHARES TR RUS 1000 GRW ETF

SOLE
RUS 1000 GRW ETF
Shares118.48K
TypeSH
Market value$14.71M
5.92%
Sole
0.00
Shared
0.00
None
118.48K

ISHARES RUSSELL 1000 VALUE ETF

SOLE
RUS 1000 VAL ETF
Shares33.35K
TypeSH
Market value$8.08M
3.25%
Sole
0.00
Shared
0.00
None
33.35K

ISHARES TR MICRO-CAP ETF

SOLE
MICRO-CAP ETF
Shares32.17K
TypeSH
Market value$6.44M
2.59%
Sole
0.00
Shared
0.00
None
32.17K

ISHARES MSCI EUROZONE ETF

SOLE
MSCI EURZONE ETF
Shares82.56K
TypeSH
Market value$5.74M
2.31%
Sole
0.00
Shared
0.00
None
82.56K

ISHARES TR RUS 2000 GRW ETF

SOLE
RUS 2000 GRW ETF
Shares13.55K
TypeSH
Market value$5.34M
2.15%
Sole
0.00
Shared
0.00
None
13.55K

ISHARES US FINANCIALS ETF

SOLE
U.S. FINLS ETF
Shares38.37K
TypeSH
Market value$4.89M
1.97%
Sole
0.00
Shared
0.00
None
38.37K

SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

SOLE
STATE STREET TEC
Shares21.36K
TypeSH
Market value$4.07M
1.64%
Sole
0.00
Shared
0.00
None
21.36K

ISHARES TR RUS MID CAP ETF

SOLE
RUS MID CAP ETF
Shares31.50K
TypeSH
Market value$3.47M
1.40%
Sole
0.00
Shared
0.00
None
31.50K

ISHARES RUSSELL 2000 VALUE ETF

SOLE
RUS 2000 VAL ETF
Shares15.54K
TypeSH
Market value$3.44M
1.38%
Sole
0.00
Shared
0.00
None
15.54K

ISHARES TR 0-3 MNTH TREASRY

SOLE
0-3 MNTH TREASRY
Shares27.17K
TypeSH
Market value$2.74M
1.10%
Sole
0.00
Shared
0.00
None
27.17K

ISHARES DOW JONES US ETF

SOLE
DOW JONES US ETF
Shares14.02K
TypeSH
Market value$2.56M
1.03%
Sole
0.00
Shared
0.00
None
14.02K

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST UNITS

SOLE
UTSER1 S&PDCRP
Shares3.48K
TypeSH
Market value$2.44M
0.98%
Sole
0.00
Shared
0.00
None
3.48K

ISHARES S&P 100 ETF

SOLE
S&P 100 ETF
Shares6.56K
TypeSH
Market value$2.40M
0.97%
Sole
0.00
Shared
0.00
None
6.56K

ISHARES S&P 500 GROWTH ETF

SOLE
S&P 500 GRWT ETF
Shares16.22K
TypeSH
Market value$2.23M
0.90%
Sole
0.00
Shared
0.00
None
16.22K

ISHARES TR ISHARES SEMICDTR

SOLE
ISHARES SEMICDTR
Shares3.28K
TypeSH
Market value$2.10M
0.85%
Sole
0.00
Shared
0.00
None
3.28K

ISHARES S&P 500 VALUE ETF

SOLE
S&P 500 VAL ETF
Shares8.63K
TypeSH
Market value$1.96M
0.79%
Sole
0.00
Shared
0.00
None
8.63K

ISHARES RUSSELL 1000 INDEX FUND

SOLE
RUS 1000 ETF
Shares4.75K
TypeSH
Market value$1.94M
0.78%
Sole
0.00
Shared
0.00
None
4.75K

ISHARES CORE MSCI EMERGING MARKETS ETF

SOLE
CORE MSCI EMKT
Shares21.71K
TypeSH
Market value$1.80M
0.72%
Sole
0.00
Shared
0.00
None
21.71K
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