Francis Financial, Inc. Portfolio Holdings

Francis Financial, Inc. has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $344 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $70M, Vanguard Bd Index Fd Inc Inter with a value of $38.9M, Meta Platforms, Inc. with a value of $33.6M, Vanguard Growth ETF with a value of $21.3M, and Vanguard Lg Trm Corp Bd ETF with a value of $18.4M.

Examining the 13F form we can see an increase of $40.8M in the current position value, from $304M to 344M.

Francis Financial, Inc. is based out at New York, NY

Below you can find more details about Francis Financial, Inc. portfolio as well as his latest detailed transactions.