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Arrien Investments, Inc.

Portfolio Manager
Arrien Investments, Inc.
Performance
+0.08% (2026 Q1)
AUM (13F)
$184.43M
# of Holdings
46
Performance Rank
Allocation (Top 20)
94.86%

Arrien Investments, Inc. Holdings Map

Top 45 Arrien Investments, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPAB
SPDR SERIES TRUST
18.93%1.36M$34.9M
+2.05%(+27.43K)
2025-Q1: 1.10M shares2025-Q2: 1.14M shares2025-Q3: 1.20M shares2025-Q4: 1.34M shares2026-Q1: 1.36M shares
$25.51(-0.29%)
2026-03-31
EFA
ISHARES TR
13.66%259.4K$25.2M
-0.95%(-2.50K)
2025-Q1: 285.8K shares2025-Q2: 274.0K shares2025-Q3: 265.8K shares2025-Q4: 261.9K shares2026-Q1: 259.4K shares
$69.07(+50.32%)
2026-03-31
SPYM
SPDR SERIES TRUST
11.89%286.5K$21.9M
-1.27%(-3.68K)
2025-Q1: 273.1K shares2025-Q2: 290.7K shares2025-Q3: 289.1K shares2025-Q4: 290.2K shares2026-Q1: 286.5K shares
$48.63(+79.68%)
2026-03-31
QEFA
SPDR INDEX SHS FDS
7.33%145.0K$13.5M
-1.59%(-2.34K)
2025-Q1: 133.7K shares2025-Q2: 134.8K shares2025-Q3: 140.5K shares2025-Q4: 147.3K shares2026-Q1: 145.0K shares
$70.93(+37.64%)
2026-03-31
IVV
ISHARES TR
5.33%15.1K$9.8M
-0.03%(-5)
2025-Q1: 15.8K shares2025-Q2: 16.0K shares2025-Q3: 15.6K shares2025-Q4: 15.1K shares2026-Q1: 15.1K shares
$400.24(+86.32%)
2026-03-31
SPSB
SPDR SERIES TRUST
4.95%303.6K$9.1M
+55.65%(+108.53K)
2025-Q1: 0 shares2025-Q2: 25.5K shares2025-Q3: 73.1K shares2025-Q4: 195.0K shares2026-Q1: 303.6K shares
$30.20(-0.65%)
2026-03-31
SPLB
SPDR SERIES TRUST
4.59%380.9K$8.5M
+3.18%(+11.74K)
2025-Q1: 0 shares2025-Q2: 169.3K shares2025-Q3: 353.0K shares2025-Q4: 369.2K shares2026-Q1: 380.9K shares
$22.69(-2.32%)
2026-03-31
IDU
ISHARES TR
4.35%69.1K$8.0M
-1.87%(-1.32K)
2025-Q1: 70.9K shares2025-Q2: 69.4K shares2025-Q3: 69.8K shares2025-Q4: 70.4K shares2026-Q1: 69.1K shares
$80.95(+39.28%)
2026-03-31
ITA
ISHARES TR
3.92%33.1K$7.2M
-0.32%(-105)
2025-Q1: 46.3K shares2025-Q2: 45.5K shares2025-Q3: 43.3K shares2025-Q4: 33.2K shares2026-Q1: 33.1K shares
$114.93(+96.39%)
2026-03-31
SGOV
ISHARES TR
3.64%66.6K$6.7M
+9.56%(+5.82K)
2025-Q1: 0 shares2025-Q2: 58.8K shares2025-Q3: 65.2K shares2025-Q4: 60.8K shares2026-Q1: 66.6K shares
$100.67(-0.16%)
2026-03-31

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