Top 45 ArborFi Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.21% | 30.4K | $19.9M | -2.87%(-897) | $583.96(+28.16%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 8.09% | 234.6K | $9.9M | +4.31%(+9.69K) | $42.23(-0.10%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 7.36% | 60.9K | $9.0M | -0.27%(-162) | $128.70(+23.92%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 7.35% | 91.9K | $9.0M | -11.06%(-11.44K) | $85.50(+37.08%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.68% | 210.0K | $8.2M | +10.57%(+20.08K) | $31.26(+33.02%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.56% | 117.0K | $6.8M | +1.61%(+1.86K) | $50.94(+31.77%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 5.51% | 183.8K | $6.8M | +1.52%(+2.75K) | $34.01(+22.30%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.62% | 167.1K | $5.7M | +26.11%(+34.59K) | $29.31(+32.53%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 4.22% | 180.4K | $5.2M | +28.43%(+39.93K) | $28.54(-0.89%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 3.55% | 73.5K | $4.3M | +5.57%(+3.88K) | $54.86(+21.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.07% | +29.74% |
| Top 20 Holdings Unweighted | +8.40% | +27.38% |
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