Arborfi Advisors, LLC Top Holdings and 13F Report (2025) About Arborfi Advisors, LLCInvestment ActivityArborfi Advisors, LLC has $99.62 million in total holdings as of December 31, 2024.Arborfi Advisors, LLC owns shares of 45 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $14,887,783SPDR Portfolio S&P 500 Growth ETF $11,359,493Vanguard High Dividend Yield ETF $8,240,145Dimensional Core Fixed Income ETF $8,046,660Dimensional International Core Equity Market ETF $7,283,938 Sector AllocationMap of 500 Largest Holdings ofArborfi Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$14,887,78325,29014.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$11,359,493129,23211.4%ETFVYMVanguard High Dividend Yield ETF$8,240,14564,5838.3%ETFDFCFDimensional Core Fixed Income ETF$8,046,660194,9768.1%ETFDFAIDimensional International Core Equity Market ETF$7,283,938249,4507.3%ETFDUHPDimensional US High Profitability ETF$5,264,381155,7975.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$3,941,84376,9144.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,825,07869,9413.8%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$3,704,193132,8623.7%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,605,59058,0052.6%ETFMBBiShares MBS ETF$2,344,34925,5712.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,260,74644,2072.3%ETFFTECFidelity MSCI Information Technology Index ETF$1,998,73810,8112.0%ETFDFAEDimensional Emerging Core Equity Market ETF$1,841,15772,5721.8%ETFVGSHVanguard Short-Term Treasury Index ETF$1,644,10928,2591.7%ETFTFLOiShares Treasury Floating Rate Bond ETF$1,439,96028,5311.4%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,341,10731,4741.3%ETFVTIVanguard Total Stock Market ETF$1,337,4734,6151.3%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,306,50571,2381.3%ETFSPMOInvesco S&P 500 Momentum ETF$1,306,48313,7511.3%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$1,242,16261,7071.2%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$1,166,62256,4951.2%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$1,150,97659,0851.2%ETFVEUVanguard FTSE All-World ex-US ETF$1,137,06219,8061.1%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$1,082,77655,7271.1%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$1,003,67761,3121.0%ManufacturingVOOVanguard S&P 500 ETF$730,0881,3550.7%ETFBRK.ABerkshire Hathaway$680,92010.7%FinanceAAPLApple$491,5741,9630.5%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$459,6518070.5%ETFMSFTMicrosoft$451,8481,0720.5%Computer and TechnologyBRK.BBerkshire Hathaway$447,8419880.4%FinanceGOOGLAlphabet$417,9742,2080.4%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$365,9044,1210.4%ETFDFNMDimensional National Municipal Bond ETF$327,0816,8470.3%ETFIJRiShares Core S&P Small-Cap ETF$314,7812,7320.3%ETFMUBiShares National Muni Bond ETF$285,7672,6820.3%ETFQQQInvesco QQQ$263,7955160.3%FinanceAMZNAmazon.com$259,9771,1850.3%Retail/WholesaleVVVanguard Large-Cap ETF$256,7549520.3%ETFSUBiShares Short-Term National Muni Bond ETF$245,8742,3310.2%ETFESGUiShares ESG Aware MSCI USA ETF$224,5331,7430.2%ManufacturingQUALiShares MSCI USA Quality Factor ETF$220,9971,2410.2%ETFSCHPSchwab U.S. TIPS ETF$208,3458,0660.2%ETFVGTVanguard Information Technology ETF$202,7073260.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
