ArborFi Advisors

ArborFi Advisors as of Dec. 31, 2024

Portfolio Holdings for ArborFi Advisors

ArborFi Advisors holds 45 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.9 $15M 25k 588.68
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 11.4 $11M 129k 87.90
Vanguard Whitehall Fds High Div Yld (VYM) 8.3 $8.2M 65k 127.59
Dimensional Etf Trust Core Fixed Incom (DFCF) 8.1 $8.0M 195k 41.27
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 7.3 $7.3M 250k 29.20
Dimensional Etf Trust Us High Profitab (DUHP) 5.3 $5.3M 156k 33.79
Blackrock Etf Trust Ishares Us Equit (DYNF) 4.0 $3.9M 77k 51.25
Spdr Ser Tr Portfolio S&p400 (SPMD) 3.8 $3.8M 70k 54.69
Spdr Ser Tr Portfli Intrmdit (SPTI) 3.7 $3.7M 133k 27.88
Spdr Ser Tr Portfolio S&p600 (SPSM) 2.6 $2.6M 58k 44.92
Ishares Tr Mbs Etf (MBB) 2.4 $2.3M 26k 91.68
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.3 $2.3M 44k 51.14
Fidelity Covington Trust Msci Info Tech I (FTEC) 2.0 $2.0M 11k 184.88
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.8 $1.8M 73k 25.37
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.7 $1.6M 28k 58.18
Ishares Tr TRS FLT RT BD (TFLO) 1.4 $1.4M 29k 50.47
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.3 $1.3M 32k 42.61
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.3M 4.6k 289.81
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 1.3 $1.3M 71k 18.34
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.3 $1.3M 14k 95.01
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.2 $1.2M 62k 20.13
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 1.2 $1.2M 57k 20.65
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.2 $1.2M 59k 19.48
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $1.1M 20k 57.41
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.1 $1.1M 56k 19.43
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 1.0 $1.0M 61k 16.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $730k 1.4k 538.81
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $681k 1.00 680920.00
Apple (AAPL) 0.5 $492k 2.0k 250.42
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $460k 807.00 569.58
Microsoft Corporation (MSFT) 0.5 $452k 1.1k 421.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $448k 988.00 453.28
Alphabet Cap Stk Cl A (GOOGL) 0.4 $418k 2.2k 189.30
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $366k 4.1k 88.79
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $327k 6.8k 47.77
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $315k 2.7k 115.22
Ishares Tr National Mun Etf (MUB) 0.3 $286k 2.7k 106.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $264k 516.00 511.23
Amazon (AMZN) 0.3 $260k 1.2k 219.39
Vanguard Index Fds Large Cap Etf (VV) 0.3 $257k 952.00 269.70
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $246k 2.3k 105.48
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $225k 1.7k 128.82
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $221k 1.2k 178.08
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $208k 8.1k 25.83
Vanguard World Inf Tech Etf (VGT) 0.2 $203k 326.00 621.80