Arlington Financial Advisors

Arlington Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Arlington Financial Advisors

Arlington Financial Advisors holds 92 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
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 6.7 $34M 1.2M 29.22
Dimensional Etf Trust World Equity Etf (DFAW) 6.4 $32M 514k 62.46
Schwab Strategic Tr Fundamental Intl (FNDF) 5.5 $28M 827k 33.21
First Tr Exchange Traded Nasdq Cln Edge (GRID) 5.2 $26M 218k 119.34
Etf Ser Solutions Distillate Us (DSTL) 4.9 $25M 452k 54.92
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.8 $24M 412k 58.79
Apple (AAPL) 4.5 $23M 91k 250.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.2 $21M 443k 47.82
Harbor Etf Trust Internatnal Comp (OSEA) 3.7 $19M 718k 25.85
J P Morgan Exchange Traded F Active Value Etf (JAVA) 3.3 $17M 263k 63.30
Dimensional Etf Trust Us High Profitab (DUHP) 3.2 $16M 473k 33.79
American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.1 $16M 237k 66.77
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.9 $15M 154k 96.53
J P Morgan Exchange Traded F Active Growth (JGRO) 2.7 $14M 169k 81.03
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 2.2 $11M 229k 47.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $9.9M 22k 453.28
Schwab Strategic Tr Fundamental Us L (FNDX) 1.8 $9.2M 388k 23.68
Schwab Strategic Tr Fundamental Us S (FNDA) 1.8 $8.9M 298k 29.70
Costco Wholesale Corporation (COST) 1.7 $8.7M 9.4k 916.27
Amazon (AMZN) 1.7 $8.4M 38k 219.39
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.6 $8.3M 206k 40.34
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 1.4 $7.1M 170k 41.61
Intuitive Surgical Com New (ISRG) 1.4 $7.0M 14k 521.96
Tesla Motors (TSLA) 1.3 $6.5M 16k 403.84
Amgen (AMGN) 1.2 $6.2M 24k 260.64
JPMorgan Chase & Co. (JPM) 1.2 $6.0M 25k 239.71
Ishares Tr Intrm Gov Cr Etf (GVI) 1.1 $5.7M 55k 104.23
Alphabet Cap Stk Cl A (GOOGL) 1.0 $5.2M 27k 189.30
Alphabet Cap Stk Cl C (GOOG) 1.0 $5.2M 27k 190.44
salesforce (CRM) 1.0 $5.1M 15k 334.33
Blackrock (BLK) 1.0 $4.9M 4.7k 1025.11
Pimco Equity Ser Rafi Esg Us (RAFE) 1.0 $4.8M 132k 36.35
Calamos Etf Tr Antetokounmpo Gl (SROI) 0.9 $4.6M 158k 29.00
Deere & Company (DE) 0.9 $4.4M 11k 423.70
Gilead Sciences (GILD) 0.9 $4.3M 47k 92.37
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.8 $4.2M 169k 24.70
Chevron Corporation (CVX) 0.8 $4.0M 28k 144.84
Walt Disney Company (DIS) 0.7 $3.7M 33k 111.35
Starbucks Corporation (SBUX) 0.5 $2.6M 28k 91.25
Ishares Tr Core S&p500 Etf (IVV) 0.5 $2.5M 4.2k 588.75
Microsoft Corporation (MSFT) 0.5 $2.4M 5.7k 421.52
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $2.3M 31k 74.73
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.5 $2.3M 54k 41.88
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $2.2M 20k 110.25
Ishares Tr Ishares Biotech (IBB) 0.4 $2.1M 16k 132.21
Spdr Ser Tr S&p Biotech (XBI) 0.4 $2.0M 23k 90.06
Nike CL B (NKE) 0.3 $1.5M 19k 75.67
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $1.4M 17k 80.27
American Centy Etf Tr Avantis Us Mid C (AVMC) 0.3 $1.3M 20k 64.99
Ishares Core Msci Emkt (IEMG) 0.2 $1.2M 23k 52.22
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $984k 20k 48.42
Exxon Mobil Corporation (XOM) 0.2 $940k 8.7k 107.57
Visa Com Cl A (V) 0.2 $871k 2.8k 316.04
The Trade Desk Com Cl A (TTD) 0.2 $847k 7.2k 117.53
Vanguard Index Fds Value Etf (VTV) 0.1 $728k 4.3k 169.30
Boeing Company (BA) 0.1 $698k 3.9k 177.00
Crowdstrike Hldgs Cl A (CRWD) 0.1 $684k 2.0k 342.16
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $670k 16k 41.82
Vanguard Index Fds Growth Etf (VUG) 0.1 $662k 1.6k 410.45
Ishares Msci World Etf (URTH) 0.1 $651k 4.2k 155.50
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $586k 13k 46.44
Vertiv Holdings Com Cl A (VRT) 0.1 $585k 5.2k 113.61
McDonald's Corporation (MCD) 0.1 $554k 1.9k 289.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $478k 1.2k 401.58
Fair Isaac Corporation (FICO) 0.1 $448k 225.00 1990.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $416k 18k 23.18
Verisk Analytics (VRSK) 0.1 $396k 1.4k 275.43
Procore Technologies (PCOR) 0.1 $393k 5.2k 74.93
Eli Lilly & Co. (LLY) 0.1 $392k 508.00 772.00
Meta Platforms Cl A (META) 0.1 $380k 649.00 585.51
Gartner (IT) 0.1 $377k 779.00 484.47
Kinder Morgan (KMI) 0.1 $365k 13k 27.40
Select Sector Spdr Tr Communication (XLC) 0.1 $344k 3.6k 96.81
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $341k 10k 33.13
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $323k 5.6k 57.41
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $315k 5.4k 58.00
Asml Holding N V N Y Registry Shs (ASML) 0.1 $312k 450.00 693.08
Spdr Ser Tr S&p Pharmac (XPH) 0.1 $291k 6.8k 42.99
Broadcom (AVGO) 0.1 $290k 1.3k 231.84
NVIDIA Corporation (NVDA) 0.1 $266k 2.0k 134.30
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $266k 1.4k 185.13
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $258k 4.9k 52.69
American Centy Etf Tr Avantis All Eqt (AVGE) 0.0 $249k 3.4k 72.38
Veeva Sys Cl A Com (VEEV) 0.0 $247k 1.2k 210.25
Spdr Ser Tr Portfolio Crport (SPBO) 0.0 $237k 8.3k 28.64
Appfolio Com Cl A (APPF) 0.0 $235k 952.00 246.72
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $228k 8.2k 27.71
IDEXX Laboratories (IDXX) 0.0 $227k 550.00 413.44
Ishares Tr Global 100 Etf (IOO) 0.0 $219k 2.2k 100.77
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $215k 535.00 402.70
Dick's Sporting Goods (DKS) 0.0 $211k 922.00 228.84
Msci (MSCI) 0.0 $210k 350.00 600.01