ArborFi Advisors

ArborFi Advisors as of March 31, 2026

Portfolio Holdings for ArborFi Advisors

ArborFi Advisors holds 45 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 16.2 $20M 30k 653.20
Dimensional Etf Trust Core Fixed Incom (DFCF) 8.1 $9.9M 235k 42.22
Vanguard Whitehall Fds High Div Yld (VYM) 7.4 $9.0M 61k 148.10
Spdr Series Trust State Street Spd (SPYG) 7.3 $9.0M 92k 97.91
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 6.7 $8.2M 210k 38.96
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.6 $6.8M 117k 58.18
Dimensional Etf Trust Us High Profitab (DUHP) 5.5 $6.8M 184k 36.76
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.6 $5.7M 167k 33.86
Spdr Series Trust State Street Spd (SPTI) 4.2 $5.2M 180k 28.66
Spdr Series Trust State Street Spd (SPMD) 3.6 $4.3M 74k 59.22
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.7 $3.3M 29k 112.11
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.5 $3.1M 59k 51.93
Ishares Tr Mbs Etf (MBB) 2.4 $2.9M 31k 94.95
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 2.3 $2.9M 38k 76.02
Spdr Series Trust State Street Spd (SPYV) 2.2 $2.7M 47k 56.58
Global X Fds Defense Tech Etf (SHLD) 1.8 $2.2M 31k 70.84
Global X Fds Artificial Etf (AIQ) 1.5 $1.9M 40k 46.67
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 1.2 $1.5M 79k 18.66
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.2 $1.5M 71k 20.42
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.1 $1.4M 70k 19.62
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 1.1 $1.3M 82k 16.46
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 1.1 $1.3M 79k 16.72
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.0 $1.2M 62k 19.53
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.9 $1.1M 15k 75.10
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.8 $995k 21k 47.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $948k 3.0k 320.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $845k 1.4k 597.55
Ishares Tr National Mun Etf (MUB) 0.6 $749k 7.1k 106.15
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $718k 1.00 718140.00
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $696k 6.5k 106.50
World Gold Tr Spdr Gld Minis (GLDM) 0.5 $600k 6.5k 92.69
Invesco Exch Traded Fd Tr Ii 500 Qvm Multi (QVML) 0.3 $405k 11k 38.27
Apple (AAPL) 0.3 $397k 1.6k 253.79
Alphabet Cap Stk Cl A (GOOGL) 0.3 $360k 1.3k 287.56
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.3 $334k 541.00 616.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $326k 565.00 577.18
Microsoft Corporation (MSFT) 0.3 $317k 857.00 370.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $317k 662.00 479.20
Vanguard Index Fds Large Cap Etf (VV) 0.2 $266k 889.00 298.85
Spdr Series Trust State Street Spd (SPIB) 0.2 $244k 7.3k 33.54
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $233k 4.2k 55.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $214k 1.1k 191.81
Ishares Tr Ibonds Dec 27 (IBMP) 0.2 $212k 8.3k 25.44
Ishares Tr Ibonds Dec 28 (IBMQ) 0.2 $211k 8.3k 25.53
Amazon (AMZN) 0.2 $207k 993.00 208.27