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ArborFi Advisors, LLC

Portfolio Manager
ArborFi Advisors, LLC
Performance
-1.88% (2026 Q1)
AUM (13F)
$122.50M
# of Holdings
45
Performance Rank
Allocation (Top 20)
88.11%

ArborFi Advisors, LLC Holdings Map

Top 45 ArborFi Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
16.21%30.4K$19.9M
-2.87%(-897)
2025-Q1: 28.2K shares2025-Q2: 30.4K shares2025-Q3: 31.4K shares2025-Q4: 31.3K shares2026-Q1: 30.4K shares
$583.96(+28.16%)
2026-03-31
DFCF
DIMENSIONAL ETF TRUST
8.09%234.6K$9.9M
+4.31%(+9.69K)
2025-Q1: 203.9K shares2025-Q2: 211.6K shares2025-Q3: 228.5K shares2025-Q4: 224.9K shares2026-Q1: 234.6K shares
$42.23(-0.10%)
2026-03-31
VYM
VANGUARD WHITEHALL FDS
7.36%60.9K$9.0M
-0.27%(-162)
2025-Q1: 67.7K shares2025-Q2: 66.3K shares2025-Q3: 57.7K shares2025-Q4: 61.1K shares2026-Q1: 60.9K shares
$128.70(+23.92%)
2026-03-31
SPYG
SPDR SERIES TRUST
7.35%91.9K$9.0M
-11.06%(-11.44K)
2025-Q1: 114.4K shares2025-Q2: 118.4K shares2025-Q3: 109.0K shares2025-Q4: 103.4K shares2026-Q1: 91.9K shares
$85.50(+37.08%)
2026-03-31
DFAI
DIMENSIONAL ETF TRUST
6.68%210.0K$8.2M
+10.57%(+20.08K)
2025-Q1: 234.0K shares2025-Q2: 216.8K shares2025-Q3: 196.0K shares2025-Q4: 189.9K shares2026-Q1: 210.0K shares
$31.26(+33.02%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
5.56%117.0K$6.8M
+1.61%(+1.86K)
2025-Q1: 88.8K shares2025-Q2: 111.5K shares2025-Q3: 116.2K shares2025-Q4: 115.2K shares2026-Q1: 117.0K shares
$50.94(+31.77%)
2026-03-31
DUHP
DIMENSIONAL ETF TRUST
5.51%183.8K$6.8M
+1.52%(+2.75K)
2025-Q1: 165.6K shares2025-Q2: 179.2K shares2025-Q3: 180.7K shares2025-Q4: 181.0K shares2026-Q1: 183.8K shares
$34.01(+22.30%)
2026-03-31
DFAE
DIMENSIONAL ETF TRUST
4.62%167.1K$5.7M
+26.11%(+34.59K)
2025-Q1: 74.9K shares2025-Q2: 78.3K shares2025-Q3: 109.8K shares2025-Q4: 132.5K shares2026-Q1: 167.1K shares
$29.31(+32.53%)
2026-03-31
SPTI
SPDR SERIES TRUST
4.22%180.4K$5.2M
+28.43%(+39.93K)
2025-Q1: 136.9K shares2025-Q2: 132.8K shares2025-Q3: 133.6K shares2025-Q4: 140.4K shares2026-Q1: 180.4K shares
$28.54(-0.89%)
2026-03-31
SPMD
SPDR SERIES TRUST
3.55%73.5K$4.3M
+5.57%(+3.88K)
2025-Q1: 72.3K shares2025-Q2: 68.9K shares2025-Q3: 69.0K shares2025-Q4: 69.6K shares2026-Q1: 73.5K shares
$54.86(+21.49%)
2026-03-31

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