Arlington Financial Advisors

Arlington Financial Advisors as of March 31, 2023

Portfolio Holdings for Arlington Financial Advisors

Arlington Financial Advisors holds 59 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
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 10.7 $28M 504k 54.92
Ishares Tr Gl Clean Ene Etf (ICLN) 9.9 $26M 1.3M 19.78
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 8.9 $23M 740k 31.27
Apple (AAPL) 8.3 $21M 130k 164.90
Matthews Asia Fds Asia Innov Activ (MINV) 7.2 $19M 751k 24.75
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 6.6 $17M 350k 48.67
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 3.4 $8.8M 56k 156.78
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 3.1 $8.0M 181k 44.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $7.3M 24k 308.77
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 2.5 $6.5M 39k 164.52
Amgen (AMGN) 2.4 $6.1M 25k 241.75
Costco Wholesale Corporation (COST) 2.1 $5.4M 11k 496.89
Amazon (AMZN) 1.7 $4.5M 44k 103.29
Intuitive Surgical Com New (ISRG) 1.6 $4.2M 16k 255.47
Deere & Company (DE) 1.5 $4.0M 9.6k 412.88
Nike CL B (NKE) 1.5 $3.8M 31k 122.64
Chevron Corporation (CVX) 1.4 $3.7M 23k 163.16
JPMorgan Chase & Co. (JPM) 1.4 $3.6M 27k 130.31
Pimco Equity Ser Rafi Esg Us (RAFE) 1.4 $3.6M 123k 28.90
Gilead Sciences (GILD) 1.4 $3.5M 43k 82.97
Tesla Motors (TSLA) 1.4 $3.5M 17k 207.46
Calamos Etf Tr Antetokounmpo Gl (SROI) 1.3 $3.4M 140k 24.68
salesforce (CRM) 1.2 $3.2M 16k 199.78
Spdr Ser Tr S&p Biotech (XBI) 1.2 $3.2M 42k 76.21
Walt Disney Company (DIS) 1.2 $3.2M 32k 100.13
Starbucks Corporation (SBUX) 1.2 $3.1M 30k 104.13
BlackRock (BLK) 1.2 $3.1M 4.6k 669.12
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.0M 29k 103.73
Alphabet Cap Stk Cl C (GOOG) 1.2 $3.0M 29k 104.00
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.1 $2.8M 117k 24.06
Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.3M 5.7k 411.11
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $1.8M 24k 76.74
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $1.8M 33k 53.47
Ishares Tr Msci Kld400 Soc (DSI) 0.6 $1.6M 21k 77.99
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.6 $1.6M 45k 35.41
Microsoft Corporation (MSFT) 0.5 $1.3M 4.6k 288.32
Boeing Company (BA) 0.4 $1.1M 5.1k 212.43
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $1.1M 16k 67.85
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $889k 39k 23.06
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $889k 17k 53.61
Pfizer (PFE) 0.3 $822k 20k 40.80
Procore Technologies (PCOR) 0.3 $714k 11k 62.63
Visa Com Cl A (V) 0.2 $583k 2.6k 225.46
Appfolio Com Cl A (APPF) 0.2 $508k 4.1k 124.48
Ishares Msci World Etf (URTH) 0.2 $457k 3.9k 117.67
Spdr Index Shs Fds Asia Pacif Etf (GMF) 0.2 $429k 4.3k 100.34
IDEXX Laboratories (IDXX) 0.2 $403k 806.00 500.08
Exxon Mobil Corporation (XOM) 0.1 $389k 3.5k 109.66
Corning Incorporated (GLW) 0.1 $377k 11k 35.28
Kkr & Co (KKR) 0.1 $308k 5.9k 52.52
Ishares Tr Blackrock Ultra (ICSH) 0.1 $301k 6.0k 50.25
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $282k 4.9k 57.42
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.1 $280k 25k 11.06
Ishares Tr National Mun Etf (MUB) 0.1 $232k 2.2k 107.74
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.1 $229k 23k 10.17
Shockwave Med 0.1 $217k 1.0k 216.83
Procter & Gamble Company (PG) 0.1 $201k 1.4k 148.69
Community West Bancshares 0.1 $150k 12k 12.65
Banco Santander Adr (SAN) 0.0 $74k 20k 3.69