SEC Form 13F

Francis Financial, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$610,358,701
Positions134

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$84,462,470122,978
TCW ETF TRUSTFLXRFLEXIBLE INCOME$49,849,7591,271,353
VANGUARD BD INDEX FDSBIVINTERMED TERM$48,083,715626,906
DIMENSIONAL ETF TRUSTDFSIINTERNATIONAL$34,605,763767,312
J P MORGAN EXCHANGE TRADED FJIREINTRNL RES EQT$32,679,285396,161
VANGUARD INDEX FDSVUGGROWTH ETF$30,840,188358,024
NEUBERGER BERMAN ETF TRUSTNBSDSHORT DURATION I$24,915,317493,314
VANGUARD ADMIRAL FDS INCIVOOMIDCP 400 IDX$23,736,347182,027
META PLATFORMS INCMETACL A$19,097,70733,904
SPDR SERIES TRUSTSPYVST STR P500VAL$18,739,551308,267

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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