Arista Wealth Management

Arista Wealth Management as of March 31, 2023

Portfolio Holdings for Arista Wealth Management

Arista Wealth Management holds 62 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 16.4 $30M 376k 80.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 13.2 $24M 438k 55.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.5 $18M 110k 158.76
Vanguard Scottsdale Fds Short Term Treas (VGSH) 8.8 $16M 277k 58.54
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 7.7 $14M 491k 28.77
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.8 $11M 178k 59.96
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.5 $10M 371k 26.95
Dimensional Etf Trust Us Small Cap Val (DFSV) 2.6 $4.7M 191k 24.93
Apple (AAPL) 2.4 $4.4M 27k 164.90
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.3 $4.3M 88k 48.92
Dimensional Etf Trust Us Real Estate E (DFAR) 2.2 $4.0M 185k 21.49
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.1 $3.9M 92k 42.50
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.8 $3.2M 140k 23.02
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $2.9M 35k 83.04
Ishares Tr Core S&p500 Etf (IVV) 1.4 $2.6M 6.4k 411.06
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.1M 5.5k 376.04
Ishares Tr Core Msci Total (IXUS) 1.1 $2.0M 33k 61.95
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.9M 9.3k 204.10
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $1.9M 25k 76.74
Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $1.6M 10k 152.26
Amazon (AMZN) 0.8 $1.6M 15k 103.29
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $1.4M 27k 53.47
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $1.4M 18k 76.23
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $1.2M 5.0k 244.33
Dimensional Etf Trust Us Equity Etf (DFUS) 0.6 $1.1M 24k 44.43
Costco Wholesale Corporation (COST) 0.6 $1.0M 2.0k 496.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $910k 2.2k 409.39
Microsoft Corporation (MSFT) 0.4 $811k 2.8k 288.25
Home BancShares (HOMB) 0.4 $711k 33k 21.71
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $633k 25k 25.48
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $604k 13k 48.15
Wal-Mart Stores (WMT) 0.3 $594k 4.0k 147.44
Select Sector Spdr Tr Technology (XLK) 0.3 $502k 3.3k 151.01
Tesla Motors (TSLA) 0.3 $483k 2.3k 207.49
Morgan Stanley Com New (MS) 0.2 $423k 4.8k 87.80
Automatic Data Processing (ADP) 0.2 $409k 1.8k 222.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $407k 10k 40.40
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $398k 8.9k 44.50
Oracle Corporation (ORCL) 0.2 $397k 4.3k 92.92
Anthem (ELV) 0.2 $395k 858.00 459.81
Juniper Networks (JNPR) 0.2 $364k 11k 34.42
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $321k 3.3k 96.70
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $317k 2.5k 129.46
Southwest Gas Corporation (SWX) 0.2 $311k 5.0k 62.45
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $305k 3.0k 101.18
American Express Company (AXP) 0.2 $303k 1.8k 164.99
Pfizer (PFE) 0.2 $301k 7.4k 40.80
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $295k 3.7k 80.66
Alphabet Cap Stk Cl A (GOOGL) 0.2 $294k 2.8k 103.73
Scientific Games (LNW) 0.2 $287k 4.8k 60.05
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $282k 5.9k 47.85
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $280k 1.9k 149.54
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.2 $275k 3.4k 80.76
Exxon Mobil Corporation (XOM) 0.1 $255k 2.3k 109.67
General Dynamics Corporation (GD) 0.1 $251k 1.1k 228.26
Gabelli Equity Trust (GAB) 0.1 $248k 43k 5.74
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $244k 5.2k 46.82
Chevron Corporation (CVX) 0.1 $208k 1.3k 163.15
Boeing Company (BA) 0.1 $202k 952.00 212.43
Regions Financial Corporation (RF) 0.1 $186k 10k 18.56
Globalstar (GSAT) 0.1 $171k 148k 1.16
Spectrum Pharmaceuticals 0.0 $7.5k 10k 0.75