The Analysis of ArborFi Advisors, LLC's Holdings
Currently, ArborFi Advisors, LLC holds 49 types of securities in its portfolio with a total value $123.2M. In the most recent quarter, they have increased their positions in DFAE (+22.7K shares, valued at $738.6K), SHLD (+10.3K shares, valued at $668.6K), VYM (+3.4K shares, valued at $480.8K); decreased their positions in FTEC (-7.3K shares, valued at $1.6M), SPYG (-5.7K shares, valued at $604.6K), VTI (-1.7K shares, valued at $556.2K); initiated new positions in IBMQ (+8.0K shares, valued at $203.7K), IBMO (+7.9K shares, valued at $203.3K), IBMP (+8.0K shares, valued at $203.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR31.3K shares-0.31%2025-12-312026-01-29
SPYG SPDR SERIES TRUST103.4K shares-5.20%2025-12-312026-01-29 DFCF DIMENSIONAL ETF TRUST224.9K shares-1.56%2025-12-312026-01-29 VYM VANGUARD WHITEHALL FDS61.1K shares5.80%2025-12-312026-01-29 DFAI DIMENSIONAL ETF TRUST189.9K shares-3.07%2025-12-312026-01-29 DYNF BLACKROCK ETF TRUST115.2K shares-0.93%2025-12-312026-01-29 DUHP DIMENSIONAL ETF TRUST181.0K shares0.18%2025-12-312026-01-29 DFAE DIMENSIONAL ETF TRUST132.5K shares20.65%2025-12-312026-01-29 SPTI SPDR SERIES TRUST140.4K shares5.14%2025-12-312026-01-29 SPMD SPDR SERIES TRUST69.6K shares0.82%2025-12-312026-01-29 BINC BLACKROCK ETF TRUST II67.7K shares-0.92%2025-12-312026-01-29 SPMO INVESCO EXCH TRADED FD TR II28.2K shares0.40%2025-12-312026-01-29 MBB ISHARES TR27.9K shares5.76%2025-12-312026-01-29 SPYV SPDR SERIES TRUST46.3K shares6.51%2025-12-312026-01-29 XSMO INVESCO EXCHANGE TRADED FD T34.1K shares-0.64%2025-12-312026-01-29 AIQ GLOBAL X FDS38.8K shares1.04%2025-12-312026-01-29 SHLD GLOBAL X FDS27.7K shares59.35%2025-12-312026-01-29 SHYG ISHARES TR34.8K shares-0.72%2025-12-312026-01-29 BSCT INVESCO EXCH TRD SLF IDX FD76.7K shares-3.18%2025-12-312026-01-29 BSCS INVESCO EXCH TRD SLF IDX FD68.6K shares-1.49%2025-12-312026-01-29 BSCR INVESCO EXCH TRD SLF IDX FD66.8K shares-0.69%2025-12-312026-01-29 BSCU INVESCO EXCH TRD SLF IDX FD74.4K shares-1.66%2025-12-312026-01-29 BSCQ INVESCO EXCH TRD SLF IDX FD62.9K shares-0.75%2025-12-312026-01-29 VEU VANGUARD INTL EQUITY INDEX F15.1K shares-2.07%2025-12-312026-01-29 VTI VANGUARD INDEX FDS2.9K shares-36.00%2025-12-312026-01-29 DFNM DIMENSIONAL ETF TRUST17.8K shares8.06%2025-12-312026-01-29 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-29 GLDM WORLD GOLD TR7.9K shares-4.25%2025-12-312026-01-29 MUB ISHARES TR6.2K shares12.50%2025-12-312026-01-29 SUB ISHARES TR6.2K shares9.10%2025-12-312026-01-29 ALPHABET INC ALPHABET INC1.4K shares-20.82%2025-12-312026-01-29 QVML INVESCO EXCH TRADED FD TR II10.7K shares-1.38%2025-12-312026-01-29 AAPL APPLE INC1.6K shares-7.07%2025-12-312026-01-29 MSFT MICROSOFT CORP857 shares-11.56%2025-12-312026-01-29 HIMU BLACKROCK ETF TRUST II7.0K shares8.32%2025-12-312026-01-29 MDY SPDR S&P MIDCAP 400 ETF TR558 shares-7.77%2025-12-312026-01-29 FTEC FIDELITY COVINGTON TRUST1.4K shares-83.71%2025-12-312026-01-29 VV VANGUARD INDEX FDS952 shares0.00%2025-12-312026-01-29 ESGU ISHARES TR2.0K shares6.22%2025-12-312026-01-29 AMZN AMAZON COM INC1.1K shares0.00%2025-12-312026-01-29 SPIB SPDR SERIES TRUST7.0K shares-11.41%2025-12-312026-01-29 QUAL ISHARES TR1.2K shares-2.31%2025-12-312026-01-29 VGT VANGUARD WORLD FD274 shares-17.72%2025-12-312026-01-29 IBMQ ISHARES TR8.0K sharesnew addition2025-12-312026-01-29 IBMO ISHARES TR7.9K sharesnew addition2025-12-312026-01-29 IBMP ISHARES TR8.0K sharesnew addition2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available