Vault-13

Aznar Financial Advisors, LLC

MORRIS PLAINS, NJ · CIK 2072140 · 13F filing filed 2026-02-19

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$104.1m reported value
31positions
81.9%in top 10
—no comparable previous quarter

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ISHARES TR CORE S&P MCP ETF IJH IJH 224,097 $14.8m14.21% 14.21% First filing
2 VANGUARD BD INDEX FDS SHORT TRM BOND BSV BSV 163,758 $12.9m12.40% 12.40% First filing
3 VANGUARD SCOTTSDALE FDS TOTAL CORP BND VTC VTC 131,901 $10.2m9.84% 9.84% First filing
4 VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT VGIT 140,848 $8.4m8.11% 8.11% First filing
5 DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI DFAI 214,986 $8.2m7.87% 7.87% First filing
6 ISHARES TR CORE INTL AGGR IAGG IAGG 153,494 $7.7m7.38% 7.38% First filing
7 ISHARES TR 0-5 YR TIPS ETF STIP STIP 67,576 $6.9m6.65% 6.65% First filing
8 VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG VIG 29,011 $6.4m6.13% 6.13% First filing
9 DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU DFAU 125,999 $5.9m5.67% 5.67% First filing
10 ISHARES TR CORE S&P500 ETF IVV IVV 5,543 $3.8m3.65% 3.65% First filing
11 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE DFAE 73,716 $2.4m2.31% 2.31% First filing
12 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 7,078 $2.4m2.28% 2.28% First filing
13 ISHARES TR CORE MSCI EAFE IEFA IEFA 18,388 $1.6m1.58% 1.58% First filing
14 ISHARES TR EAFE SML CP ETF SCZ SCZ 18,637 $1.4m1.39% 1.39% First filing
15 ISHARES TR CORE MSCI TOTAL IXUS IXUS 16,002 $1.4m1.30% 1.30% First filing
16 ISHARES TR MSCI EAFE MIN VL EFAV EFAV 15,637 $1.3m1.30% 1.30% First filing
17 APPLE INC COM AAPL AAPL 4,224 $1.1m1.10% 1.10% First filing
18 DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E 49,529 $1.1m1.09% 1.09% First filing
19 VANGUARD BD INDEX FDS TOTAL BND MRKT BND BND 15,119 $1.1m1.08% 1.08% First filing
20 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP RSP 4,888 $936.3k0.90% 0.90% First filing
21 ISHARES TR SP SMCP600VL ETF IJS IJS 4,634 $527.0k0.51% 0.51% First filing
22 DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS DFAS 6,987 $486.8k0.47% 0.47% First filing
23 JOHNSON & JOHNSON COM JNJ JNJ 2,033 $420.7k0.40% 0.40% First filing
24 ISHARES INC CORE MSCI EMKT IEMG IEMG 6,011 $404.1k0.39% 0.39% First filing
25 VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT VCIT 4,465 $373.9k0.36% 0.36% First filing
26 SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD SCHD 12,174 $333.9k0.32% 0.32% First filing
27 PROCTER AND GAMBLE CO COM PG PG 2,175 $311.7k0.30% 0.30% First filing
28 PHILIP MORRIS INTL INC COM PM PM 1,940 $311.2k0.30% 0.30% First filing
29 ISHARES TR MSCI EMG MKT ETF EEM EEM 5,450 $298.2k0.29% 0.29% First filing
30 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX BNDX 5,511 $266.3k0.26% 0.26% First filing
31 ISHARES TR CRE U S REIT ETF USRT USRT 3,599 $205.0k0.20% 0.20% First filing