Arbor Fi Advisors, LLC Purchases in Q4 2024

Arbor Fi Advisors, LLC

  • $99.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
25.3K
New
$570.51 - $610.59 $14.4M - $15.4M
25.3K $14.9B
SPYG
Spdr Portfolio

ETFs
129K
New
$81.74 - $91.38 $10.6M - $11.8M
129K $11.4B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
64.6K
New
$126.68 - $134.74 $8.18M - $8.7M
64.6K $8.24B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
195K
New
$41.17 - $43.34 $8.03M - $8.45M
195K $8.05B
DFAI
Dimensional ETF Tr

ETFs
249K
New
$29.0 - $31.6 $7.23M - $7.88M
249K $7.28B
DUHP
Dimensional ETF Tr Dimensional

ETFs
156K
New
$33.62 - $35.69 $5.24M - $5.56M
156K $5.26B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
76.9K
New
$49.03 - $53.35 $3.77M - $4.1M
76.9K $3.94B
SPMD
Spdr Portfolio

ETFs
69.9K
New
$54.13 - $59.56 $3.79M - $4.17M
69.9K $3.83B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
133K
New
$27.8 - $29.05 $3.69M - $3.86M
133K $3.7B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
58K
New
$44.33 - $49.55 $2.57M - $2.87M
58K $2.61B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
44.2K
New
$51.09 - $55.27 $2.26M - $2.44M
44.2K $2.26B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
10.8K
New
$170.03 - $192.78 $1.84M - $2.08M
10.8K $2B
DFAE
Dimensional ETF Tr

ETFs
72.6K
New
$25.36 - $28.15 $1.84M - $2.04M
72.6K $1.84B
VGSH
Vanguard

ETFs
28.3K
New
$58.02 - $58.88 $1.64M - $1.66M
28.3K $1.64B
TFLO
Ishares Treasury Floating Rate

ETFs
28.5K
New
$50.37 - $50.63 $1.44M - $1.44M
28.5K $1.44B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
31.5K
New
$42.33 - $43.3 $1.33M - $1.36M
31.5K $1.34B
VTI
Vanguard Total Stock Market Et

ETFs
4.62K
New
$280.04 - $302.45 $1.29M - $1.4M
4.62K $1.34B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
71.2K
New
$18.28 - $18.87 $1.3M - $1.34M
71.2K $1.31B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
13.8K
New
$89.97 - $98.59 $1.24M - $1.36M
13.8K $1.31B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
61.7K
New
$20.08 - $20.61 $1.24M - $1.27M
61.7K $1.24B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
56.5K
New
$20.6 - $20.71 $1.16M - $1.17M
56.5K $1.17B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
59.1K
New
$19.42 - $19.76 $1.15M - $1.17M
59.1K $1.15B
VEU
Vanguard Ftse All World Ex Us

ETFs
19.8K
New
$57.29 - $63.1 $1.13M - $1.25M
19.8K $1.14B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
55.7K
New
$19.38 - $19.58 $1.08M - $1.09M
55.7K $1.08B
BSCU
Invesco Exc Self Ind Tr

ETFs
61.3K
New
$16.32 - $16.99 $1M - $1.04M
61.3K $1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.36K
New
$521.84 - $558.82 $707K - $757K
1.36K $730M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$664750.0 - $724132.5 $665K - $724K
1 $681M
AAPL
Apple Inc.

Technology
1.96K
New
$221.69 - $259.02 $435K - $508K
1.96K $492M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
807
New
$563.99 - $620.12 $455K - $500K
807 $460M
MSFT
Microsoft Corp

Technology
1.07K
New
$406.35 - $454.46 $436K - $487K
1.07K $452M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
988
New
$442.29 - $483.08 $437K - $477K
988 $448M
GOOGL
Alphabet Inc.

Communication Services
2.21K
New
$161.86 - $196.66 $357K - $434K
2.21K $418M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.12K
New
$88.59 - $94.57 $365K - $390K
4.12K $366M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
6.85K
New
$47.65 - $48.6 $326K - $333K
6.85K $327M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.73K
New
$113.92 - $127.38 $311K - $348K
2.73K $315M
MUB
Ishares National Muni Bond ETF

ETFs
2.68K
New
$105.78 - $108.7 $284K - $292K
2.68K $286M
QQQ
Invesco Qqq Trust, Series 1

ETFs
516
New
$481.22 - $538.17 $248K - $278K
516 $264M
AMZN
Amazon Com Inc

Consumer Cyclical
1.19K
New
$180.88 - $232.93 $214K - $276K
1.19K $260M
VV
Vanguard Large Cap ETF

ETFs
952
New
$260.27 - $280.65 $248K - $267K
952 $257M
SUB
Ishares Short Term National Mu

ETFs
2.33K
New
$104.94 - $106.2 $245K - $248K
2.33K $246M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.74K
New
$124.61 - $133.96 $217K - $233K
1.74K $225M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.24K
New
$176.42 - $186.91 $219K - $232K
1.24K $221M
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.07K
New
$25.74 - $53.78 $208K - $434K
8.07K $208M
VGT
Vanguard Information Technolog

ETFs
326
New
$571.78 - $647.97 $186K - $211K
326 $203M
Activity Summary
Buys All Purchases 45 New Holdings 45 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Arbor Fi Advisors, LLC Portfolio

Follow Arbor Fi Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arbor Fi Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arbor Fi Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email