Arista Wealth Management

Arista Wealth Management as of March 31, 2025

Portfolio Holdings for Arista Wealth Management

Arista Wealth Management holds 65 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 18.4 $76M 2.0M 38.44
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 14.4 $59M 177k 334.48
Dimensional Etf Trust Us Small Cap Val (DFSV) 12.2 $50M 1.8M 28.15
Vanguard Scottsdale Fds Int-term Corp (VCIT) 10.0 $41M 504k 81.76
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 7.7 $32M 1.0M 31.23
Vanguard Scottsdale Fds Short Term Treas (VGSH) 7.0 $29M 493k 58.69
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.3 $22M 370k 59.40
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.7 $15M 584k 25.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.4 $14M 28k 513.90
Apple (AAPL) 2.0 $8.2M 37k 222.13
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.9 $7.7M 235k 32.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.3 $5.3M 85k 62.10
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $4.1M 15k 274.83
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $3.7M 37k 98.92
Ishares Tr Core S&p500 Etf (IVV) 0.9 $3.6M 6.5k 561.89
Costco Wholesale Corporation (COST) 0.9 $3.5M 3.7k 945.88
Amazon (AMZN) 0.8 $3.5M 18k 190.26
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $2.5M 14k 186.29
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $2.4M 37k 65.76
Microsoft Corporation (MSFT) 0.6 $2.3M 6.1k 375.41
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.5 $2.1M 50k 42.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.0M 3.5k 559.39
Ishares Tr Usd Inv Grde Etf (USIG) 0.5 $1.9M 37k 51.08
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $1.4M 24k 60.48
Ishares Tr Core Msci Total (IXUS) 0.3 $1.3M 18k 69.81
Ishares Tr Core Msci Intl (IDEV) 0.3 $1.1M 17k 68.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.0M 1.9k 532.61
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.0M 2.8k 361.09
Wal-Mart Stores (WMT) 0.2 $804k 9.2k 87.79
Vanguard Index Fds Small Cp Etf (VB) 0.2 $735k 3.3k 221.74
Alphabet Cap Stk Cl A (GOOGL) 0.2 $656k 4.2k 154.64
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $630k 24k 26.20
American Express Company (AXP) 0.1 $615k 2.3k 269.00
Select Sector Spdr Tr Technology (XLK) 0.1 $606k 2.9k 206.48
Exxon Mobil Corporation (XOM) 0.1 $598k 5.0k 118.93
Oracle Corporation (ORCL) 0.1 $598k 4.3k 139.81
Automatic Data Processing (ADP) 0.1 $581k 1.9k 305.50
Tesla Motors (TSLA) 0.1 $563k 2.2k 259.16
Morgan Stanley Com New (MS) 0.1 $537k 4.6k 116.67
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $528k 6.1k 87.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $515k 11k 45.26
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $496k 9.6k 51.49
Scientific Games (LNW) 0.1 $413k 4.8k 86.61
South Plains Financial (SPFI) 0.1 $403k 12k 33.12
Juniper Networks (JNPR) 0.1 $383k 11k 36.19
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $369k 1.9k 197.46
Select Sector Spdr Tr Indl (XLI) 0.1 $364k 2.8k 131.07
Alphabet Cap Stk Cl C (GOOG) 0.1 $340k 2.2k 156.25
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $336k 2.3k 146.01
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $332k 3.6k 92.38
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $315k 3.7k 85.98
General Dynamics Corporation (GD) 0.1 $313k 1.1k 272.55
Select Sector Spdr Tr Financial (XLF) 0.1 $310k 6.2k 49.81
Wells Fargo & Company (WFC) 0.1 $306k 4.3k 71.79
JPMorgan Chase & Co. (JPM) 0.1 $288k 1.2k 245.30
Ishares Core Msci Emkt (IEMG) 0.1 $274k 5.1k 53.97
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $270k 11k 23.77
NVIDIA Corporation (NVDA) 0.1 $267k 2.5k 108.38
Gabelli Equity Trust (GAB) 0.1 $260k 47k 5.51
Meta Platforms Cl A (META) 0.1 $246k 426.00 576.36
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $235k 5.2k 45.07
Chevron Corporation (CVX) 0.1 $233k 1.4k 167.25
Regions Financial Corporation (RF) 0.1 $217k 10k 21.73
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $216k 8.6k 25.04
Procter & Gamble Company (PG) 0.0 $201k 1.2k 170.42