Top 50 Arlington Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 7.02% | 1.48M | $49.3M | +5.47%(+76.63K) | $28.22(+35.71%) | 2026-03-31 | |
| OSEA | HARBOR ETF TRUST | 6.96% | 1.69M | $48.9M | +4.54%(+73.29K) | $27.56(+10.60%) | 2026-03-31 | |
| DFAW | DIMENSIONAL ETF TRUST | 6.81% | 648.0K | $47.8M | +1.20%(+7.69K) | $59.29(+36.03%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 5.36% | 699.5K | $37.6M | +40.22%(+200.66K) | $54.06(-1.22%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 5.3% | 759.9K | $37.2M | -6.01%(-48.62K) | $30.99(+68.04%) | 2026-03-31 | |
| GRID | FIRST TR EXCHANGE-TRADED FD | 4.93% | 211.5K | $34.6M | -8.85%(-20.53K) | $107.98(+79.19%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 4.72% | 410.9K | $33.1M | -5.62%(-24.47K) | $57.79(+59.59%) | 2026-03-31 | |
| DSTL | ETF SER SOLUTIONS | 4.41% | 534.7K | $30.9M | +4.71%(+24.05K) | $48.17(+23.90%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 4.2% | 590.9K | $29.5M | +27.50%(+127.45K) | $49.44(+1.85%) | 2026-03-31 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 3.76% | 368.3K | $26.4M | +1.62%(+5.86K) | $56.27(+35.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.76% | +35.87% |
| Top 20 Holdings Unweighted | +12.39% | +41.97% |
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