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CIK 0001990951 • 1 13F filing • Apr 15, 2025 – Apr 15, 2025
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=jivedata("corrigan-financial-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $1.1M | 0.2% | 5,856 SH | |
| AMCOR PLC | ORD | $124K | 0.0% | 12,811 SH | |
| APPLE INC | COM | $7.4M | 1.5% | 33,133 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $486K | 0.1% | 18,765 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $8.9M | 1.8% | 340,682 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $15.8M | 3.3% | 585,894 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $15.3M | 3.1% | 590,889 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $29.0M | 6.0% | 948,486 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $4.6M | 0.9% | 162,139 SH | |
| EXXON MOBIL CORP | COM | $1.3M | 0.3% | 11,095 SH | |
| GLOBAL X FDS | S&P 500 CATHOLIC | $2.4M | 0.5% | 34,887 SH | |
| ISHARES INC | EM MKT SM-CP ETF | $7.0M | 1.5% | 126,730 SH | |
| ISHARES INC | ESG AWR MSCI EM | $467K | 0.1% | 13,375 SH | |
| ISHARES TR | CORE 60/40 BALAN | $652K | 0.1% | 11,328 SH | |
| ISHARES TR | CORE 80/20 AGGRE | $1.3M | 0.3% | 16,475 SH | |
| ISHARES TR | CORE MSCI TOTAL | $20.9M | 4.3% | 299,352 SH | |
| ISHARES TR | CORE S&P SCP ETF | $1.9M | 0.4% | 17,796 SH | |
| ISHARES TR | CORE S&P500 ETF | $2.9M | 0.6% | 5,104 SH | |
| ISHARES TR | EAFE SML CP ETF | $2.3M | 0.5% | 36,622 SH | |
| ISHARES TR | GLOBAL REIT ETF | $4.6M | 0.9% | 189,624 SH | |
| ISHARES TR | MSCI ACWI EX US | $3.1M | 0.6% | 55,179 SH | |
| ISHARES TR | RUS 1000 ETF | $3.8M | 0.8% | 12,502 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $3.4M | 0.7% | 9,428 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $2.8M | 0.6% | 30,057 SH | |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $37.2M | 7.7% | 790,495 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $31.1M | 6.4% | 544,076 SH | |
| MICROSOFT CORP | COM | $1.6M | 0.3% | 4,391 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $908K | 0.2% | 39,202 SH | |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | $726K | 0.1% | 13,641 SH | |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | $9.5M | 2.0% | 296,834 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $846K | 0.2% | 20,747 SH | |
| SPDR SER TR | S&P 600 SMCP GRW | $1.5M | 0.3% | 18,007 SH | |
| SSGA ACTIVE ETF TR | MULT ASS RLRTN | $25.8M | 5.3% | 904,459 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $41.7M | 8.6% | 532,617 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $29.7M | 6.1% | 404,948 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $74.6M | 15.4% | 201,089 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.4M | 0.5% | 13,019 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $13.0M | 2.7% | 51,725 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.2% | 3,870 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $7.4M | 1.5% | 42,636 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $9.1M | 1.9% | 182,398 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $47.1M | 9.7% | 758,678 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.8M | 1.6% | 152,874 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $958K | 0.2% | 16,239 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001990951-25-000002 | $485.4M | View |