13F Filings History of M Financial Asset Management, Inc.

Latest 13F report
Q4 2024 - 03 Feb 2025
Value $
$20,650,000
Signature - Title
Jamie Alworden - Wealth Management Specialist
Location
Portland, OR
Summary
This page shows a list of all the recent 13F filings made by M Financial Asset Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. M Financial Asset Management, Inc. reported 9 stock holdings with total value $20,650,000 as of Q4 2024. Top holdings included DFUV, VEU, DFIV, DFAS, and VDE.

Notify me when M Financial Asset Management, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2024 9 $20,650,000 $0 -$3,884,586 -$3,884,586 DFUV, VEU, DFIV, DFAS, VDE 13F-HR 03 Feb 2025, 12:15
Q3 2024 9 $25,777,000 +$353,052 -$2,175,861 -$1,822,809 VEU, DFUV, DFIV, DFAS, VDE 13F-HR 30 Oct 2024, 15:13
Q2 2024 9 $25,942,000 $0 -$7,480,295 -$7,480,295 DFUV, VEU, DFIV, DFAS, VDE 13F-HR 07 Aug 2024, 14:43
Q1 2024 9 $35,932,000 +$1,215,121 -$389,294 +$825,827 VEU, DFUV, DFIV, DFAS, VDE 13F-HR 29 Apr 2024, 14:00
Q4 2023 9 $31,148,000 +$157,529 -$524,408 -$366,879 VEU, DFUV, DFIV, DFAS, VDE 13F-HR 08 Feb 2024, 09:50
Q3 2023 9 $29,635,000 +$110,580 -$900,476 -$789,896 VEU, DFUV, DFIV, DFAS, VDE 13F-HR 07 Feb 2024, 17:29
Q2 2023 9 $31,035,000 +$2,499,630 -$223,261 +$2,276,369 VEU, DFUV, DFIV, DFAS, VAW 13F-HR 26 Sep 2023, 13:44
Q1 2023 15 $28,250,000 +$344,836 -$69,420 +$275,416 VEU, DFUV, DFIV, DFAS, VDE 13F-HR 15 May 2023, 18:00
Q4 2022 21 $27,384,000 +$667,899 -$57,663 +$610,236 VEU, DFUV, DFIV, DFAS, VDE 13F-HR 10 Feb 2023, 19:16
Q3 2022 21 $23,348,000 +$2,238,915 -$769,173 +$1,469,742 VEU, DFUV, DFIV, DFAS, VDE 13F-HR 16 Nov 2022, 21:08
Q2 2022 22 $23,810,000 +$3,432,000 -$446,840 +$2,985,160 VEU, DFIV, DFUV, DFAS, VDE 13F-HR 15 Aug 2022, 18:21
Q1 2022 21 $24,142,000 +$891,228 -$184,477 +$706,751 VEU, DFIV, DFAS, VAW, VDE 13F-HR 07 Jun 2022, 11:50
Q4 2021 22 $23,587,000 +$2,303,039 -$11,217 +$2,291,822 VEU, DFIV, DFAS, VAW, WOOD 13F-HR 11 Feb 2022, 15:20
Q3 2021 16 $20,663,000 +$4,640,275 -$77,453 +$4,562,822 VEU, DFAS, DFIV, VAW, VDE 13F-HR 12 Nov 2021, 18:58
Q2 2021 15 $16,627,000 +$3,467,044 $0 +$3,467,044 VEU, DFAS, VDE, VAW, GUNR 13F-HR 19 Aug 2021, 12:11
Q1 2021 8 $12,537,000 +$19,366 -$589,560 -$570,194 VEU, VDE, VAW, GUNR, WOOD 13F-HR 12 May 2021, 17:12
Q4 2020 8 $12,226,000 +$794,824 -$55,431 +$739,393 VEU, VAW, VDE, WOOD, GUNR 13F-HR 16 Feb 2021, 19:10
Q3 2020 14 $9,824,000 +$596,012 -$2,165,240 -$1,569,228 VEU, VAW, WOOD, GUNR, VDE 13F-HR 16 Nov 2020, 07:43
Q2 2020 14 $10,878,000 +$516,322 -$28,793 +$487,529 VEU, VAW, STPZ, VDE, WOOD 13F-HR 21 Aug 2020, 18:01
Q1 2020 7 $8,867,000 +$316,168 -$843,663 -$527,495 VEU, VAW, STPZ, IGE, WOOD 13F-HR 13 May 2020, 10:09
Q4 2019 7 $12,892,000 +$167,293 -$143,159 +$24,134 VEU, VAW, VDE, WOOD, IGE 13F-HR 10 Feb 2020, 18:08
Q3 2019 7 $12,033,000 +$337,857 $0 +$337,857 VEU, VAW, VDE, IGE, WOOD 13F-HR 14 Nov 2019, 12:02
Q2 2019 7 $12,014,000 +$118,662 -$1,343,880 -$1,225,218 VEU, VAW, VDE, IGE, WOOD 13F-HR 14 Aug 2019, 20:58
Q1 2019 7 $13,106,000 +$5,648,438 $0 +$5,648,438 VEU, VAW, VDE, IGE, WOOD 13F-HR 03 May 2019, 12:33
Q4 2018 7 $6,718,000 +$216,469 -$26,710 +$189,759 VEU, VDE, VAW, WOOD, MOO 13F-HR 08 Feb 2019, 18:08
Q3 2018 7 $7,754,000 +$382,519 -$64,488 +$318,031 VEU, VDE, VAW, WOOD, IGE 13F-HR 15 Nov 2018, 17:42
Q2 2018 7 $7,422,000 $0 -$915,137 -$915,137 VEU, VDE, VAW, WOOD, IGE 13F-HR 10 Aug 2018, 17:39
Q1 2018 7 $8,379,000 +$13,680 -$4,132,160 -$4,118,480 VEU, VAW, VDE, WOOD, IGE 13F-HR 15 May 2018, 17:05
Q4 2017 7 $12,743,000 $0 $0 $0 VEU, VDE, VAW, WOOD, IGE 13F-HR 13 Feb 2018, 14:10