M Financial Asset Management, Inc. SEC 13F Disclosure Analysis

CIK: 0001730083

Quality / disciplined sizingLong-term holderConcentrated strategy

Total reported value

$20.7M

Reporting period: 2024-12-31 · Number of holdings: 9

M Financial Asset Management, Inc. disclosed 9 holdings in its latest 13F filing for the period ending 2024-12-31, with total reported value of $20.7M and a quarterly turnover rate of 0.0%.

Browse other institutions with under $100M AUM Browse other institutions starting with "M"

Personality snowflake

Concentration: 80.03
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 18
Sizing Uniformity: 90.51

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFUV	Dimensional US Marketwide Va	ETF-Other	25.11%	—	-13.74%
2	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	23.93%	—	-23.03%
3	DFIV	Dimensional International Va	ETF-Other	19.70%	—	-10.29%
4	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	19.30%	—	-6.67%
5	VDE	Vanguard Energy ETF	ETF-Other	4.43%	—	-13.77%
6	VAW	Vanguard Materials ETF	ETF-Other	3.21%	—	-13.24%
7	GUNR	Flexshares Global Upstream N	ETF-Other	1.85%	—	-46.66%
8	WOOD	Ishares Global Timber & Fore	ETF-Other	1.75%	—	-29.47%
9	MOO	Vaneck Agribusiness ETF	ETF-Other	0.71%	—	-39.39%

Portfolio Performance

Performance for Q3 2026

+2.6%

Performance Last 4 Quarters

+28.2%

Based on 57% of reported portfolio value with available pricing

Stdev: +11.5%
Beta: +0.66
Alpha: +3%
Max Drawdown: -6.4%
Annualized Perf: +15.6%
Batting Avg vs S&P: +41.7%
Sortino: +2.53
Stutzer: +0.38
Treynor: +0.23
Sterling: +1.01
Calmar: +2.43
Information Ratio: -0.37
Tracking Error: +8.8%
Stdev Down: +6%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +34.9%
Worst 12 Months: +3.9%
Efficiency Ratio: +0.5
Sharpe: +1.32
Stdev Sectors: —
Skewness: -0.25
Kurtosis: -0.94
Upside Potential: +4.28

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2024-12-31	9	$20.7M	0	1DFUV 2VEU 3DFIV Top holdings2024-12-31 1.DFUV 2.VEU 3.DFIV 4.DFAS 5.VDE 6.VAW 7.GUNR 8.WOOD 9.MOO
2024-09-30	9	$25.8M	0	1VEU 2DFUV 3DFIV Top holdings2024-09-30 1.VEU 2.DFUV 3.DFIV 4.DFAS 5.VDE 6.VAW 7.GUNR 8.WOOD 9.MOO
2024-06-30	9	$25.9M	0	1DFUV 2VEU 3DFIV Top holdings2024-06-30 1.DFUV 2.VEU 3.DFIV 4.DFAS 5.VDE 6.VAW 7.GUNR 8.WOOD 9.MOO
2024-03-31	9	$35.9M	0	1VEU 2DFUV 3DFIV Top holdings2024-03-31 1.VEU 2.DFUV 3.DFIV 4.DFAS 5.VDE 6.VAW 7.GUNR 8.WOOD 9.MOO
2023-12-31	9	$31.7M	0	1VEU 2DFUV 3DFIV Top holdings2023-12-31 1.VEU 2.DFUV 3.DFIV 4.DFAS 5.VDE 6.VAW 7.GUNR 8.WOOD 9.MOO
2023-09-30	9	$29.6M	0	1VEU 2DFUV 3DFIV Top holdings2023-09-30 1.VEU 2.DFUV 3.DFIV 4.DFAS 5.VDE 6.VAW 7.WOOD 8.GUNR 9.MOO
2023-06-30	9	$31.0M	0	1VEU 2DFUV 3DFIV Top holdings2023-06-30 1.VEU 2.DFUV 3.DFIV 4.DFAS 5.VAW 6.VDE 7.WOOD 8.GUNR 9.MOO
2023-03-31	15	$28.3M	0	1VEU 2DFUV 3DFIV Top holdings2023-03-31 1.VEU 2.DFUV 3.DFIV 4.DFAS 5.VDE 6.VAW 7.GUNR 8.WOOD 9.MOO 10.SUSA
2022-12-31	21	$27.4M	0	1VEU 2DFUV 3DFIV Top holdings2022-12-31 1.VEU 2.DFUV 3.DFIV 4.DFAS 5.VDE 6.VAW 7.GUNR 8.WOOD 9.MOO 10.SUSA
2022-09-30	21	$23.4M	0	1VEU 2DFUV 3DFIV Top holdings2022-09-30 1.VEU 2.DFUV 3.DFIV 4.DFAS 5.VDE 6.VAW 7.WOOD 8.GUNR 9.MOO 10.SUSA
2022-06-30	22	$23.8M	0	1VEU 2DFIV 3DFUV Top holdings2022-06-30 1.VEU 2.DFIV 3.DFUV 4.DFAS 5.VDE 6.VAW 7.WOOD 8.GUNR 9.MOO 10.SUSA
2022-03-31	21	$24.1M	0	1VEU 2DFIV 3DFAS Top holdings2022-03-31 1.VEU 2.DFIV 3.DFAS 4.VAW 5.VDE 6.WOOD 7.GUNR 8.MOO 9.SUSA 10.ESGV
2021-12-31	22	$23.6M	0	1VEU 2DFIV 3DFAS Top holdings2021-12-31 1.VEU 2.DFIV 3.DFAS 4.VAW 5.WOOD 6.VDE 7.GUNR 8.MOO 9.IGE 10.SUSA
2021-09-30	16	$20.7M	0	1VEU 2DFAS 3DFIV Top holdings2021-09-30 1.VEU 2.DFAS 3.DFIV 4.VAW 5.VDE 6.WOOD 7.GUNR 8.MOO 9.IGE 10.SUSA
2021-06-30	15	$16.6M	28	1VEU 2DFAS 3VDE Top holdings2021-06-30 1.VEU 2.DFAS 3.VDE 4.VAW 5.GUNR 6.WOOD 7.MOO 8.STPZ 9.IGE 10.SUSA
2021-03-31	8	$12.5M	6	1VEU 2VDE 3VAW Top holdings2021-03-31 1.VEU 2.VDE 3.VAW 4.GUNR 5.WOOD 6.MOO 7.STPZ 8.IGE
2020-12-31	8	$12.2M	22	1VEU 2VAW 3VDE Top holdings2020-12-31 1.VEU 2.VAW 3.VDE 4.WOOD 5.GUNR 6.MOO 7.IGE 8.STPZ
2020-09-30	14	$9.8M	24	1VEU 2VAW 3WOOD Top holdings2020-09-30 1.VEU 2.VAW 3.WOOD 4.GUNR 5.VDE 6.MOO 7.IGE 8.STPZ 9.USMV 10.EFAV
2020-06-30	14	$10.9M	20	1VEU 2VAW 3STPZ Top holdings2020-06-30 1.VEU 2.VAW 3.STPZ 4.VDE 5.WOOD 6.IGE 7.MOO 8.SPTI 9.USMV 10.SPSB
2020-03-31	7	$8.9M	42	1VEU 2VAW 3STPZ Top holdings2020-03-31 1.VEU 2.VAW 3.STPZ 4.IGE 5.WOOD 6.VDE 7.MOO
2019-12-31	7	$12.9M	7	1VEU 2VAW 3VDE Top holdings2019-12-31 1.VEU 2.VAW 3.VDE 4.WOOD 5.IGE 6.STPZ 7.MOO
2019-09-30	7	$12.0M	2	1VEU 2VAW 3VDE Top holdings2019-09-30 1.VEU 2.VAW 3.VDE 4.IGE 5.WOOD 6.STPZ 7.MOO
2019-06-30	7	$12.0M	10	1VEU 2VAW 3VDE Top holdings2019-06-30 1.VEU 2.VAW 3.VDE 4.IGE 5.WOOD 6.MOO 7.STPZ
2019-03-31	7	$13.1M	64	1VEU 2VAW 3VDE Top holdings2019-03-31 1.VEU 2.VAW 3.VDE 4.IGE 5.WOOD 6.MOO 7.STPZ
2018-12-31	7	$6.7M	14	1VEU 2VDE 3VAW Top holdings2018-12-31 1.VEU 2.VDE 3.VAW 4.WOOD 5.MOO 6.IGE 7.STPZ
2018-09-30	7	$7.8M	7	1VEU 2VDE 3VAW Top holdings2018-09-30 1.VEU 2.VDE 3.VAW 4.WOOD 5.IGE 6.MOO 7.STPZ
2018-06-30	7	$7.4M	14	1VEU 2VDE 3VAW Top holdings2018-06-30 1.VEU 2.VDE 3.VAW 4.WOOD 5.IGE 6.MOO 7.STPZ
2018-03-31	7	$8.4M	42	1VEU 2VAW 3VDE Top holdings2018-03-31 1.VEU 2.VAW 3.VDE 4.WOOD 5.IGE 6.MOO 7.STPZ
2017-12-31	7	$12.7M	0	1VEU 2VDE 3VAW Top holdings2017-12-31 1.VEU 2.VDE 3.VAW 4.WOOD 5.IGE 6.MOO 7.STPZ

Holding changes this quarter

Position changes disclosed by M Financial Asset Management, Inc. for the quarter ending 2024-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2024-12-31	2025-02-03	13F-HR	View on EDGAR
2024-09-30	2024-10-30	13F-HR	View on EDGAR
2024-06-30	2024-08-07	13F-HR	View on EDGAR
2024-03-31	2024-04-29	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2024-02-07	13F-HR	View on EDGAR
2023-06-30	2023-09-26	13F-HR	View on EDGAR
2023-03-31	2023-05-16	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-17	13F-HR	View on EDGAR
2022-06-30	2022-08-16	13F-HR	View on EDGAR
2022-03-31	2022-06-07	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-19	13F-HR	View on EDGAR
2021-03-31	2021-05-12	13F-HR	View on EDGAR
2020-12-31	2021-02-17	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-08-24	13F-HR	View on EDGAR
2020-03-31	2020-05-13	13F-HR	View on EDGAR
2019-12-31	2020-02-11	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-15	13F-HR	View on EDGAR
2019-03-31	2019-05-03	13F-HR	View on EDGAR
2018-12-31	2019-02-11	13F-HR	View on EDGAR
2018-09-30	2018-11-16	13F-HR	View on EDGAR
2018-06-30	2018-08-13	13F-HR	View on EDGAR
2018-03-31	2018-05-15	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR

FAQ

What is M Financial Asset Management, Inc. and what type of investor is it?

M Financial Asset Management, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-12-31), the firm manages a tracked equity portfolio valued at approximately $20.7M, spread across 9 disclosed positions.

What are M Financial Asset Management, Inc.'s largest equity positions?

Based on the latest 13F filing, M Financial Asset Management, Inc.'s top holdings by market value are: 1. Dimensional US Marketwide Va (DFUV) — $5.2M (25.1%) 2. Vanguard Ftse All-world Ex-u (VEU) — $4.9M (23.9%) 3. Dimensional International Va (DFIV) — $4.1M (19.7%) 4. Dimensional US Small Cap ETF (DFAS) — $4.0M (19.3%) 5. Vanguard Energy ETF (VDE) — $915.0K (4.4%)

What changes did M Financial Asset Management, Inc. make in its most recent portfolio filing?

No notable portfolio changes were recorded for M Financial Asset Management, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does M Financial Asset Management, Inc. focus on?

Sector breakdown data is not yet available for M Financial Asset Management, Inc.. Check back after the next 13F processing cycle.

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M Financial Asset Management, Inc. SEC 13F Disclosure Analysis

CIK: 0001730083

Quality / disciplined sizingLong-term holderConcentrated strategy

Total reported value

$20.7M

Reporting period: 2024-12-31 · Number of holdings: 9

M Financial Asset Management, Inc. disclosed 9 holdings in its latest 13F filing for the period ending 2024-12-31, with total reported value of $20.7M and a quarterly turnover rate of 0.0%.

Browse other institutions with under $100M AUM Browse other institutions starting with "M"

Personality snowflake

Concentration: 80.03
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 18
Sizing Uniformity: 90.51

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFUV	Dimensional US Marketwide Va	ETF-Other	25.11%	—	-13.74%
2	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	23.93%	—	-23.03%
3	DFIV	Dimensional International Va	ETF-Other	19.70%	—	-10.29%
4	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	19.30%	—	-6.67%
5	VDE	Vanguard Energy ETF	ETF-Other	4.43%	—	-13.77%
6	VAW	Vanguard Materials ETF	ETF-Other	3.21%	—	-13.24%
7	GUNR	Flexshares Global Upstream N	ETF-Other	1.85%	—	-46.66%
8	WOOD	Ishares Global Timber & Fore	ETF-Other	1.75%	—	-29.47%
9	MOO	Vaneck Agribusiness ETF	ETF-Other	0.71%	—	-39.39%

Portfolio Performance

Performance for Q3 2026

+2.6%

Performance Last 4 Quarters

+28.2%

Based on 57% of reported portfolio value with available pricing

Stdev: +11.5%
Beta: +0.66
Alpha: +3%
Max Drawdown: -6.4%
Annualized Perf: +15.6%
Batting Avg vs S&P: +41.7%
Sortino: +2.53
Stutzer: +0.38
Treynor: +0.23
Sterling: +1.01
Calmar: +2.43
Information Ratio: -0.37
Tracking Error: +8.8%
Stdev Down: +6%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +34.9%
Worst 12 Months: +3.9%
Efficiency Ratio: +0.5
Sharpe: +1.32
Stdev Sectors: —
Skewness: -0.25
Kurtosis: -0.94
Upside Potential: +4.28

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2024-12-31	9	$20.7M	0	1DFUV 2VEU 3DFIV Top holdings2024-12-31 1.DFUV 2.VEU 3.DFIV 4.DFAS 5.VDE 6.VAW 7.GUNR 8.WOOD 9.MOO
2024-09-30	9	$25.8M	0	1VEU 2DFUV 3DFIV Top holdings2024-09-30 1.VEU 2.DFUV 3.DFIV 4.DFAS 5.VDE 6.VAW 7.GUNR 8.WOOD 9.MOO
2024-06-30	9	$25.9M	0	1DFUV 2VEU 3DFIV Top holdings2024-06-30 1.DFUV 2.VEU 3.DFIV 4.DFAS 5.VDE 6.VAW 7.GUNR 8.WOOD 9.MOO
2024-03-31	9	$35.9M	0	1VEU 2DFUV 3DFIV Top holdings2024-03-31 1.VEU 2.DFUV 3.DFIV 4.DFAS 5.VDE 6.VAW 7.GUNR 8.WOOD 9.MOO
2023-12-31	9	$31.7M	0	1VEU 2DFUV 3DFIV Top holdings2023-12-31 1.VEU 2.DFUV 3.DFIV 4.DFAS 5.VDE 6.VAW 7.GUNR 8.WOOD 9.MOO
2023-09-30	9	$29.6M	0	1VEU 2DFUV 3DFIV Top holdings2023-09-30 1.VEU 2.DFUV 3.DFIV 4.DFAS 5.VDE 6.VAW 7.WOOD 8.GUNR 9.MOO
2023-06-30	9	$31.0M	0	1VEU 2DFUV 3DFIV Top holdings2023-06-30 1.VEU 2.DFUV 3.DFIV 4.DFAS 5.VAW 6.VDE 7.WOOD 8.GUNR 9.MOO
2023-03-31	15	$28.3M	0	1VEU 2DFUV 3DFIV Top holdings2023-03-31 1.VEU 2.DFUV 3.DFIV 4.DFAS 5.VDE 6.VAW 7.GUNR 8.WOOD 9.MOO 10.SUSA
2022-12-31	21	$27.4M	0	1VEU 2DFUV 3DFIV Top holdings2022-12-31 1.VEU 2.DFUV 3.DFIV 4.DFAS 5.VDE 6.VAW 7.GUNR 8.WOOD 9.MOO 10.SUSA
2022-09-30	21	$23.4M	0	1VEU 2DFUV 3DFIV Top holdings2022-09-30 1.VEU 2.DFUV 3.DFIV 4.DFAS 5.VDE 6.VAW 7.WOOD 8.GUNR 9.MOO 10.SUSA
2022-06-30	22	$23.8M	0	1VEU 2DFIV 3DFUV Top holdings2022-06-30 1.VEU 2.DFIV 3.DFUV 4.DFAS 5.VDE 6.VAW 7.WOOD 8.GUNR 9.MOO 10.SUSA
2022-03-31	21	$24.1M	0	1VEU 2DFIV 3DFAS Top holdings2022-03-31 1.VEU 2.DFIV 3.DFAS 4.VAW 5.VDE 6.WOOD 7.GUNR 8.MOO 9.SUSA 10.ESGV
2021-12-31	22	$23.6M	0	1VEU 2DFIV 3DFAS Top holdings2021-12-31 1.VEU 2.DFIV 3.DFAS 4.VAW 5.WOOD 6.VDE 7.GUNR 8.MOO 9.IGE 10.SUSA
2021-09-30	16	$20.7M	0	1VEU 2DFAS 3DFIV Top holdings2021-09-30 1.VEU 2.DFAS 3.DFIV 4.VAW 5.VDE 6.WOOD 7.GUNR 8.MOO 9.IGE 10.SUSA
2021-06-30	15	$16.6M	28	1VEU 2DFAS 3VDE Top holdings2021-06-30 1.VEU 2.DFAS 3.VDE 4.VAW 5.GUNR 6.WOOD 7.MOO 8.STPZ 9.IGE 10.SUSA
2021-03-31	8	$12.5M	6	1VEU 2VDE 3VAW Top holdings2021-03-31 1.VEU 2.VDE 3.VAW 4.GUNR 5.WOOD 6.MOO 7.STPZ 8.IGE
2020-12-31	8	$12.2M	22	1VEU 2VAW 3VDE Top holdings2020-12-31 1.VEU 2.VAW 3.VDE 4.WOOD 5.GUNR 6.MOO 7.IGE 8.STPZ
2020-09-30	14	$9.8M	24	1VEU 2VAW 3WOOD Top holdings2020-09-30 1.VEU 2.VAW 3.WOOD 4.GUNR 5.VDE 6.MOO 7.IGE 8.STPZ 9.USMV 10.EFAV
2020-06-30	14	$10.9M	20	1VEU 2VAW 3STPZ Top holdings2020-06-30 1.VEU 2.VAW 3.STPZ 4.VDE 5.WOOD 6.IGE 7.MOO 8.SPTI 9.USMV 10.SPSB
2020-03-31	7	$8.9M	42	1VEU 2VAW 3STPZ Top holdings2020-03-31 1.VEU 2.VAW 3.STPZ 4.IGE 5.WOOD 6.VDE 7.MOO
2019-12-31	7	$12.9M	7	1VEU 2VAW 3VDE Top holdings2019-12-31 1.VEU 2.VAW 3.VDE 4.WOOD 5.IGE 6.STPZ 7.MOO
2019-09-30	7	$12.0M	2	1VEU 2VAW 3VDE Top holdings2019-09-30 1.VEU 2.VAW 3.VDE 4.IGE 5.WOOD 6.STPZ 7.MOO
2019-06-30	7	$12.0M	10	1VEU 2VAW 3VDE Top holdings2019-06-30 1.VEU 2.VAW 3.VDE 4.IGE 5.WOOD 6.MOO 7.STPZ
2019-03-31	7	$13.1M	64	1VEU 2VAW 3VDE Top holdings2019-03-31 1.VEU 2.VAW 3.VDE 4.IGE 5.WOOD 6.MOO 7.STPZ
2018-12-31	7	$6.7M	14	1VEU 2VDE 3VAW Top holdings2018-12-31 1.VEU 2.VDE 3.VAW 4.WOOD 5.MOO 6.IGE 7.STPZ
2018-09-30	7	$7.8M	7	1VEU 2VDE 3VAW Top holdings2018-09-30 1.VEU 2.VDE 3.VAW 4.WOOD 5.IGE 6.MOO 7.STPZ
2018-06-30	7	$7.4M	14	1VEU 2VDE 3VAW Top holdings2018-06-30 1.VEU 2.VDE 3.VAW 4.WOOD 5.IGE 6.MOO 7.STPZ
2018-03-31	7	$8.4M	42	1VEU 2VAW 3VDE Top holdings2018-03-31 1.VEU 2.VAW 3.VDE 4.WOOD 5.IGE 6.MOO 7.STPZ
2017-12-31	7	$12.7M	0	1VEU 2VDE 3VAW Top holdings2017-12-31 1.VEU 2.VDE 3.VAW 4.WOOD 5.IGE 6.MOO 7.STPZ

Holding changes this quarter

Position changes disclosed by M Financial Asset Management, Inc. for the quarter ending 2024-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2024-12-31	2025-02-03	13F-HR	View on EDGAR
2024-09-30	2024-10-30	13F-HR	View on EDGAR
2024-06-30	2024-08-07	13F-HR	View on EDGAR
2024-03-31	2024-04-29	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2024-02-07	13F-HR	View on EDGAR
2023-06-30	2023-09-26	13F-HR	View on EDGAR
2023-03-31	2023-05-16	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-17	13F-HR	View on EDGAR
2022-06-30	2022-08-16	13F-HR	View on EDGAR
2022-03-31	2022-06-07	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-19	13F-HR	View on EDGAR
2021-03-31	2021-05-12	13F-HR	View on EDGAR
2020-12-31	2021-02-17	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-08-24	13F-HR	View on EDGAR
2020-03-31	2020-05-13	13F-HR	View on EDGAR
2019-12-31	2020-02-11	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-15	13F-HR	View on EDGAR
2019-03-31	2019-05-03	13F-HR	View on EDGAR
2018-12-31	2019-02-11	13F-HR	View on EDGAR
2018-09-30	2018-11-16	13F-HR	View on EDGAR
2018-06-30	2018-08-13	13F-HR	View on EDGAR
2018-03-31	2018-05-15	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR

FAQ

What is M Financial Asset Management, Inc. and what type of investor is it?

What are M Financial Asset Management, Inc.'s largest equity positions?

What changes did M Financial Asset Management, Inc. make in its most recent portfolio filing?

No notable portfolio changes were recorded for M Financial Asset Management, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does M Financial Asset Management, Inc. focus on?

Sector breakdown data is not yet available for M Financial Asset Management, Inc.. Check back after the next 13F processing cycle.