Top 50 Arista Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 11.36% | 2.07M | $93.3M | -3.51%(-75.33K) | $35.38(+44.02%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 8.97% | 2.10M | $73.7M | +1.17%(+24.27K) | $28.79(+27.62%) | 2026-03-31 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 8.93% | 180.0K | $73.4M | -5.67%(-10.82K) | $52.24(+57.98%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.94% | 590.1K | $48.8M | +2.23%(+12.86K) | $79.76(+3.51%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.95% | 1.04M | $40.7M | -3.88%(-42.13K) | $29.04(+43.39%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 4.24% | 595.6K | $34.9M | +2.72%(+15.78K) | $58.14(+0.22%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.24% | 447.5K | $26.6M | +2.64%(+11.53K) | $58.82(+0.27%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.62% | 49.2K | $21.5M | +0.00%(+0) | $67.40(+29.83%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.54% | 616.1K | $20.9M | -3.42%(-21.84K) | $25.05(+58.69%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.27% | 73.4K | $18.6M | -0.94%(-700) | $195.30(+53.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.59% | +31.64% |
| Top 20 Holdings Unweighted | +10.36% | +34.41% |
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