Arista Wealth Management

Arista Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Arista Wealth Management

Arista Wealth Management holds 67 positions in its portfolio as reported in the December 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) 18.7 $78M 1.9M 40.49
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 14.8 $62M 169k 366.06
Dimensional Etf Trust Us Small Cap Val (DFSV) 12.6 $53M 1.7M 30.78
Vanguard Scottsdale Fds Int-term Corp (VCIT) 9.6 $40M 497k 80.27
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 7.0 $29M 997k 29.20
Vanguard Scottsdale Fds Short Term Treas (VGSH) 6.9 $29M 493k 58.18
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.0 $21M 362k 58.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.5 $15M 27k 538.80
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.4 $14M 563k 25.37
Apple (AAPL) 2.2 $9.2M 37k 250.42
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.0 $8.2M 236k 34.59
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.2 $5.0M 85k 58.93
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $4.4M 15k 289.81
Amazon (AMZN) 0.9 $3.9M 18k 219.39
Ishares Tr Core S&p500 Etf (IVV) 0.9 $3.8M 6.5k 588.67
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $3.6M 37k 96.90
Costco Wholesale Corporation (COST) 0.8 $3.3M 3.6k 916.14
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $2.7M 14k 198.18
Microsoft Corporation (MSFT) 0.6 $2.5M 6.0k 421.51
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.6 $2.5M 37k 68.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.2M 3.7k 586.08
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.5 $2.1M 50k 41.27
Ishares Tr Usd Inv Grde Etf (USIG) 0.4 $1.9M 37k 50.28
Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $1.5M 24k 63.75
Ishares Tr Core Msci Total (IXUS) 0.3 $1.2M 18k 66.14
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.1M 2.8k 401.58
Ishares Tr Core Msci Intl (IDEV) 0.3 $1.1M 17k 64.47
Tesla Motors (TSLA) 0.2 $877k 2.2k 403.84
Vanguard Index Fds Small Cp Etf (VB) 0.2 $792k 3.3k 240.28
Oracle Corporation (ORCL) 0.2 $714k 4.3k 166.64
Alphabet Cap Stk Cl A (GOOGL) 0.2 $700k 3.7k 189.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $689k 1.5k 453.36
Select Sector Spdr Tr Technology (XLK) 0.2 $682k 2.9k 232.52
American Express Company (AXP) 0.2 $675k 2.3k 296.74
Wal-Mart Stores (WMT) 0.2 $667k 7.4k 90.35
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $666k 24k 27.71
Morgan Stanley Com New (MS) 0.1 $605k 4.8k 125.72
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $595k 6.2k 96.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $578k 13k 44.04
Automatic Data Processing (ADP) 0.1 $559k 1.9k 292.70
Exxon Mobil Corporation (XOM) 0.1 $538k 5.0k 107.56
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $536k 9.6k 55.66
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $437k 1.9k 224.35
South Plains Financial (SPFI) 0.1 $423k 12k 34.75
Scientific Games (LNWO) 0.1 $413k 4.8k 86.38
Juniper Networks (JNPR) 0.1 $396k 11k 37.45
Select Sector Spdr Tr Indl (XLI) 0.1 $386k 2.9k 131.76
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $317k 2.3k 137.57
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $308k 3.7k 84.14
General Dynamics Corporation (GD) 0.1 $301k 1.1k 263.38
Select Sector Spdr Tr Financial (XLF) 0.1 $300k 6.2k 48.33
Wells Fargo & Company (WFC) 0.1 $299k 4.3k 70.24
Alphabet Cap Stk Cl C (GOOG) 0.1 $285k 1.5k 190.40
JPMorgan Chase & Co. (JPM) 0.1 $282k 1.2k 239.71
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $279k 12k 23.27
Ishares Core Msci Emkt (IEMG) 0.1 $256k 4.9k 52.22
Gabelli Equity Trust (GAB) 0.1 $254k 47k 5.38
Meta Platforms Cl A (META) 0.1 $249k 426.00 585.51
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $245k 3.7k 66.77
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $238k 5.2k 45.62
Regions Financial Corporation (RF) 0.1 $235k 10k 23.52
NVIDIA Corporation (NVDA) 0.1 $229k 1.7k 134.29
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $223k 3.1k 72.38
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $223k 8.0k 27.87
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $220k 2.3k 96.93
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $211k 1.8k 115.22
Chevron Corporation (CVX) 0.0 $208k 1.4k 144.83