Francis Financial, Inc.

Institutional manager (13F) · CIK 1727514

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $514M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$75M	125,749
2	VANGUARD BD INDEX FDS	$47M	606,080
3	TCW ETF TRUST	$44M	1,124,349
4	DIMENSIONAL ETF TRUST	$32M	759,106
5	J P MORGAN EXCHANGE TRADED F	$30M	390,783
6	VANGUARD INDEX FDS	$27M	60,967
7	NEUBERGER BERMAN ETF TRUST	$23M	449,307
8	META PLATFORMS INC	$22M	38,164
9	VANGUARD ADMIRAL FDS INC	$20M	176,517
10	SPDR SERIES TRUST	$16M	277,032
11	VANGUARD NY TAX FREE FDS	$15M	149,626
12	ISHARES TR	$15M	122,979
13	VANGUARD WHITEHALL FDS	$12M	81,308
14	ISHARES TR	$12M	248,407
15	ISHARES TR	$11M	91,578
16	ISHARES TR	$10M	404,435
17	VANGUARD INDEX FDS	$7M	25,319
18	FIRST TR EXCH TRADED FD III	$7M	357,351
19	NUSHARES ETF TR	$6M	67,602
20	NVIDIA CORPORATION	$6M	34,999
21	APPLE INC	$6M	22,434
22	VANGUARD INDEX FDS	$5M	15,604
23	DIMENSIONAL ETF TRUST	$4M	104,993
24	VANGUARD WORLD FD	$4M	70,682
25	DIMENSIONAL ETF TRUST	$4M	117,957
26	VANGUARD SCOTTSDALE FDS	$4M	14,010
27	ISHARES TR	$4M	35,724
28	VANGUARD INDEX FDS	$4M	18,286
29	CORNING INC	$3M	23,679
30	ALPHABET INC	$3M	11,115
31	INVESCO EXCHANGE TRADED FD T	$3M	13,859
32	VANGUARD SCOTTSDALE FDS	$3M	25,882
33	ISHARES TR	$2M	53,017
34	MICROSOFT CORP	$2M	6,577
35	ISHARES TR	$2M	52,525
36	ISHARES TR	$2M	3,643
37	VANGUARD INTL EQUITY INDEX F	$2M	40,622
38	VANGUARD WORLD FD	$2M	5,927
39	AMAZON COM INC	$2M	8,773
40	DIMENSIONAL ETF TRUST	$2M	35,690
41	ISHARES TR	$2M	28,660
42	ALPHABET INC	$1M	5,054
43	BERKSHIRE HATHAWAY INC DEL	$1M	2,860
44	DIMENSIONAL ETF TRUST	$1M	30,675
45	JPMORGAN CHASE & CO	$1M	3,938
46	MCDONALDS CORP	$1M	3,685
47	SCHWAB STRATEGIC TR	$1M	42,671
48	AMERICAN EXPRESS CO	$1M	3,451
49	BROADCOM INC	$1M	3,371
50	DIMENSIONAL ETF TRUST	$1M	14,400

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.