Eley Financial Management, Inc.
Eley Financial Management, Inc is an independent investment advisory firm based in South Burlington, Vermont. The firm serves clients by providing investment management and financial advisory services. As a registered investment adviser filing 13F reports, the firm focuses on portfolio management for individuals and institutional clients. Eley Financial Management, Inc is a small firm with 4 employees and is incorporated in Vermont.
Investment Strategy
Eley Financial Management, Inc primarily manages diversified portfolios with a focus on exchange-traded funds (ETFs) and individual equity securities. Their recent filings show significant allocations to bond and equity index ETFs such as iShares Core US Aggregate Bond ETF and iShares Core S&P 500 ETF, as well as direct holdings in large-cap technology and semiconductor stocks including Nvidia, Microsoft, Apple, and Broadcom. This suggests an investment strategy centered on broad market exposure, risk diversification, and a mix of fixed income and growth equities, with a philosophy tailored to long-term portfolio growth and risk management.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARESTR | 9.47% | $24.7M | 248,740 | $98.57 | $99.20 | -$110.4K |
I IVV | ISHARESTR | 9.21% | $24.0M | 38,633 | $420.24 | $620.90 | +$3.7M |
I IJH | ISHARESTR | 5.75% | $15.0M | 241,480 | $49.52 | $62.02 | +$885.2K |
I IEI | ISHARESTR | 4.64% | $12.1M | 101,406 | $114.99 | $119.09 | -$255.3K |
I IGLB | ISHARESTR | 3.76% | $9.8M | 194,902 | $51.57 | $50.21 | +$19.4K |