Arista Wealth Management

Arista Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Arista Wealth Management

Arista Wealth Management holds 54 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 20.3 $56M 1.7M 33.25
Vanguard Scottsdale Fds Int-term Corp (VCIT) 12.2 $33M 409k 81.28
Dimensional Etf Trust Us Small Cap Val (DFSV) 11.3 $31M 1.1M 29.12
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 11.1 $30M 1.1M 28.64
Vanguard Scottsdale Fds Short Term Treas (VGSH) 9.0 $25M 420k 58.33
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.4 $17M 293k 59.32
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 5.2 $14M 53k 270.79
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.3 $12M 490k 24.11
Dimensional Etf Trust Us Real Estate E (DFAR) 3.1 $8.4M 370k 22.74
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.2 $6.1M 106k 57.96
Apple (AAPL) 2.0 $5.3M 28k 192.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $4.0M 9.2k 436.79
Ishares Tr Core S&p500 Etf (IVV) 1.1 $2.9M 6.1k 477.63
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $2.5M 14k 179.96
Amazon (AMZN) 0.8 $2.2M 15k 151.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.9M 4.0k 475.31
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $1.7M 10k 165.25
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $1.6M 29k 55.90
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.6M 5.3k 303.17
Microsoft Corporation (MSFT) 0.5 $1.4M 3.7k 376.04
Costco Wholesale Corporation (COST) 0.5 $1.3M 2.0k 660.17
Dimensional Etf Trust Us Equity Etf (DFUS) 0.5 $1.3M 25k 51.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.0M 4.4k 237.25
Ishares Tr Core Msci Total (IXUS) 0.4 $978k 15k 64.93
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $726k 25k 29.23
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $643k 12k 56.14
Select Sector Spdr Tr Technology (XLK) 0.2 $565k 2.9k 192.48
Tesla Motors (TSLA) 0.2 $520k 2.1k 248.52
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $504k 9.6k 52.33
Oracle Corporation (ORCL) 0.2 $451k 4.3k 105.43
Morgan Stanley Com New (MS) 0.2 $449k 4.8k 93.25
Automatic Data Processing (ADP) 0.2 $435k 1.9k 232.96
Anthem (ELV) 0.1 $405k 858.00 471.56
Scientific Games (LNW) 0.1 $392k 4.8k 82.11
Alphabet Cap Stk Cl A (GOOGL) 0.1 $379k 2.7k 139.69
South Plains Financial (SPFI) 0.1 $353k 12k 28.96
American Express Company (AXP) 0.1 $347k 1.9k 187.31
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $334k 1.9k 178.81
Wal-Mart Stores (WMT) 0.1 $328k 2.1k 157.66
Select Sector Spdr Tr Indl (XLI) 0.1 $317k 2.8k 113.99
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $314k 2.3k 136.38
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $313k 3.7k 85.54
Juniper Networks (JNPR) 0.1 $312k 11k 29.48
General Dynamics Corporation (GD) 0.1 $291k 1.1k 259.60
Globalstar (GSAT) 0.1 $287k 148k 1.94
Boeing Company (BA) 0.1 $259k 992.00 260.66
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $245k 5.2k 47.00
Pfizer (PFE) 0.1 $243k 8.4k 28.79
Gabelli Equity Trust (GAB) 0.1 $239k 47k 5.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $237k 665.00 356.40
Select Sector Spdr Tr Financial (XLF) 0.1 $234k 6.2k 37.60
Vanguard Index Fds Small Cp Etf (VB) 0.1 $222k 1.0k 213.34
American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $220k 4.3k 51.06
Regions Financial Corporation (RF) 0.1 $194k 10k 19.38