Arista Wealth Management

Arista Wealth Management as of March 31, 2024

Portfolio Holdings for Arista Wealth Management

Arista Wealth Management holds 35 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 17.5 $23M 628k 36.54
Dimensional Etf Trust Us Small Cap Val (DFSV) 11.2 $15M 487k 30.10
Vanguard Scottsdale Fds Int-term Corp (VCIT) 10.9 $14M 178k 80.51
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 10.3 $14M 44k 304.71
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 9.1 $12M 395k 30.22
Vanguard Scottsdale Fds Short Term Treas (VGSH) 7.9 $10M 179k 58.07
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.7 $7.5M 128k 58.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.6 $4.8M 9.9k 480.69
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.6 $4.7M 146k 31.95
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.5 $4.6M 188k 24.72
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $2.8M 11k 259.90
Apple (AAPL) 1.6 $2.1M 12k 171.48
Ishares Tr Core S&p500 Etf (IVV) 1.4 $1.9M 3.6k 525.77
Amazon (AMZN) 1.2 $1.6M 9.0k 180.37
Dimensional Etf Trust Us Real Estate E (DFAR) 1.1 $1.5M 65k 22.37
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.0 $1.3M 22k 61.53
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $1.2M 6.1k 191.88
Ishares Tr Core Msci Intl (IDEV) 0.8 $1.1M 17k 67.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.0M 2.0k 523.07
Costco Wholesale Corporation (COST) 0.7 $893k 1.2k 732.71
Microsoft Corporation (MSFT) 0.6 $806k 1.9k 420.80
Vanguard Index Fds Small Cp Etf (VB) 0.6 $740k 3.2k 228.59
Dimensional Etf Trust Us Equity Etf (DFUS) 0.5 $713k 13k 56.98
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $653k 8.0k 81.43
Scientific Games (LNW) 0.4 $487k 4.8k 102.09
Automatic Data Processing (ADP) 0.4 $470k 1.9k 249.76
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $459k 11k 41.77
South Plains Financial (SPFI) 0.2 $326k 12k 26.76
General Dynamics Corporation (GD) 0.2 $318k 1.1k 282.54
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $281k 5.2k 54.43
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $241k 4.0k 60.30
American Centy Etf Tr Avantis Us Small (AVSC) 0.2 $226k 4.3k 52.36
American Centy Etf Tr Avantis All Eqt (AVGE) 0.2 $213k 3.1k 69.82
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $203k 2.3k 89.50
Bull Horn Holdings Corp (COEP) 0.0 $14k 47k 0.30