ArborFi Advisors

ArborFi Advisors as of March 31, 2025

Portfolio Holdings for ArborFi Advisors

ArborFi Advisors holds 46 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 15.7 $16M 28k 561.90
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 9.1 $9.2M 114k 80.37
Vanguard Whitehall Fds High Div Yld (VYM) 8.7 $8.7M 68k 128.96
Dimensional Etf Trust Core Fixed Incom (DFCF) 8.5 $8.6M 204k 42.06
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 7.3 $7.3M 234k 31.23
Dimensional Etf Trust Us High Profitab (DUHP) 5.5 $5.5M 166k 33.14
Blackrock Etf Trust Ishares Us Equit (DYNF) 4.3 $4.3M 89k 48.76
Spdr Ser Tr Portfli Intrmdit (SPTI) 3.9 $3.9M 137k 28.58
Spdr Ser Tr Portfolio S&p400 (SPMD) 3.7 $3.7M 72k 51.18
Ishares Tr Mbs Etf (MBB) 2.5 $2.5M 27k 93.78
Spdr Ser Tr Portfolio S&p600 (SPSM) 2.4 $2.4M 60k 40.76
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.2 $2.2M 43k 51.07
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.9 $1.9M 75k 25.89
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.8 $1.9M 20k 92.53
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.7 $1.7M 29k 58.69
Ishares Tr TRS FLT RT BD (TFLO) 1.5 $1.5M 29k 50.66
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.5 $1.5M 9.1k 161.27
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.4 $1.4M 32k 42.52
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 1.3 $1.4M 73k 18.53
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.3 $1.3M 64k 20.35
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.3M 4.6k 274.84
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.2 $1.2M 62k 19.59
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 1.2 $1.2M 56k 20.68
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.1 $1.1M 59k 19.48
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 1.1 $1.1M 66k 16.59
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $1.1M 18k 60.66
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $798k 1.00 798442.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $696k 1.4k 513.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $526k 988.00 532.58
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.4 $430k 9.0k 47.57
Ishares Tr National Mun Etf (MUB) 0.4 $394k 3.7k 105.44
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $391k 732.00 533.48
Apple (AAPL) 0.4 $388k 1.7k 222.13
Microsoft Corporation (MSFT) 0.4 $378k 1.0k 375.39
Invesco Exch Traded Fd Tr Ii 500 Qvm Multi (QVML) 0.4 $363k 11k 33.50
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $349k 3.3k 105.60
Alphabet Cap Stk Cl A (GOOGL) 0.3 $299k 1.9k 154.64
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $292k 2.8k 104.57
Vanguard Index Fds Large Cap Etf (VV) 0.2 $245k 952.00 257.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $242k 516.00 468.92
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $225k 1.8k 121.91
Amazon (AMZN) 0.2 $223k 1.2k 190.26
Ishares Tr Ibonds Dec 26 (IBMO) 0.2 $217k 8.5k 25.56
Ishares Tr Ibonds Dec 27 (IBMP) 0.2 $216k 8.6k 25.28
Ishares Tr Ibonds Dec 28 (IBMQ) 0.2 $216k 8.5k 25.29
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $209k 1.2k 170.89