• 13F History

Marotta Asset Management

13F Filings History

Latest 13F report
Q1 2025 - Apr 2, 2025
Value $
$506M
Signature - Title
David John Marotta - President
Location
Charlottesville, VA
Summary
This page shows a list of all the recent 13F filings made by Marotta Asset Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Marotta Asset Management reported 111 stock holdings with total value $506M as of Q1 2025. Top holdings included VOE, VGT, VTIP, BNDX, and XCEM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 111 $506M +$14M -$41.4M -$27.4M VOE, VGT, VTIP, BNDX, XCEM 13F-HR 4/2/2025, 01:47 PM
Q4 2024 110 $478M +$24.3M -$13.8M +$10.5M VOE, VGT, VTIP, BNDX, XCEM 13F-HR 1/10/2025, 09:55 AM
Q3 2024 111 $509M +$9.62M -$12.4M -$2.79M VOE, VGT, VTIP, BNDX, XCEM 13F-HR 10/3/2024, 04:42 PM
Q2 2024 110 $483M +$20.9M -$22.6M -$1.72M VOE, VGT, VTIP, BNDX, XCEM 13F-HR 7/17/2024, 11:11 AM
Q1 2024 104 $483M +$12.2M -$14.2M -$1.93M VOE, VGT, VTIP, BNDX, VBR 13F-HR 4/2/2024, 09:51 AM
Q4 2023 105 $466M +$7.11M -$12.7M -$5.56M VOE, VGT, VTIP, BNDX, VBR 13F-HR 1/3/2024, 09:53 AM
Q3 2023 107 $432M +$22M -$16.2M +$5.87M VOE, VTIP, VGT, BNDX, VBR 13F-HR 10/11/2023, 03:59 PM
Q2 2023 112 $448M +$23.9M -$20.1M +$3.79M VOE, VGT, VWO, VTIP, BNDX 13F-HR 7/5/2023, 10:15 AM
Q4 2022 106 $416M +$13.6M -$9.94M +$3.62M VOE, VGT, VWO, VTIP, BNDX 13F-HR 1/3/2023, 11:14 AM
Q3 2022 109 $377M +$15.6M -$3.51M +$12.1M VTIP, VOE, VWO, BNDX, VGT 13F-HR 10/11/2022, 11:10 AM
Q2 2022 109 $398M +$35.5M -$8.4M +$27.1M VOE, VTIP, VWO, BNDX, VGT 13F-HR 7/21/2022, 09:49 AM
Q1 2022 112 $420M +$22M -$9.64M +$12.4M VOE, VTIP, VWO, VGT, BNDX 13F-HR 4/8/2022, 12:44 PM
Q4 2021 112 $437M +$16.5M -$3.87M +$12.7M VGT, VOE, VWO, BNDX, VTIP 13F-HR 1/13/2022, 08:57 AM
Q3 2021 102 $414M +$14.9M -$7.67M +$7.2M VGT, VOE, VWO, BNDX, VTIP 13F-HR 10/21/2021, 12:22 PM
Q2 2021 100 $416M +$50.3M -$39.9M +$10.5M VGT, VWO, VOE, BNDX, VTIP 13F-HR 7/9/2021, 01:12 PM
Q1 2021 93 $390M +$36.5M -$38.4M -$1.95M VWOB, SCHZ, VOE, VWO, VGT 13F-HR 4/9/2021, 03:42 PM
Q4 2020 86 $379M +$33M -$12.8M +$20.2M VWOB, SCHZ, VOE, VWO, VGT 13F-HR 1/7/2021, 10:41 AM
Q3 2020 80 $330M +$46.4M -$37.2M +$9.26M VWOB, SCHZ, VWO, VOE, VDC 13F-HR 10/6/2020, 01:41 PM
Q2 2020 78 $306M +$22.9M -$16.2M +$6.7M VWOB, SCHZ, VWO, VOE, VDE 13F-HR 7/6/2020, 09:08 AM
Q1 2020 79 $255M +$20.8M -$13.4M +$7.45M SCHZ, VWOB, VDE, VWO, SCHP 13F-HR 4/2/2020, 02:26 PM
Q4 2019 86 $320M VWOB, SCHZ, VDE, SCHE, VOE 13F-HR 2/4/2020, 11:11 AM