MARINO, STRAM & ASSOCIATES LLC: 13F holdings

CIK 10997622026Q2

Positions202
Reported value$627.8m
Filed2026-07-24

Top 10 holdings

SecuritySharesValueWeight
VYM VANGUARD WHITEHALL FDS567,525$89.7m14.3%
IVV ISHARES TR90,811$68.0m10.8%
VUG VANGUARD INDEX FDS603,992$52.0m8.3%
SDY SPDR SERIES TRUST279,804$42.6m6.8%
VTV VANGUARD INDEX FDS180,415$39.3m6.3%
IJH ISHARES TR281,143$21.7m3.5%
IJR ISHARES TR109,652$16.3m2.6%
AAPL APPLE INC46,551$13.5m2.1%
NEW YORK LIFE INVESTMENTS ET245,335$9.3m1.5%
JPM JPMORGAN CHASE & CO28,402$9.3m1.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1099762")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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