Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VTV) | 157,283 | +640 | $25,615 |
VTV | 157,283 | +640 | $25,615 |
VANGUARD STAR FDS (VXUS) | 276,111 | +1,600 | $16,650 |
VXUS | 276,111 | +1,600 | $16,650 |
VANGUARD INDEX FDS (VB) | 44,941 | +144 | $10,273 |
VB | 44,941 | +144 | $10,273 |
VANGUARD INDEX FDS (VBR) | 34,771 | +35 | $6,672 |
VBR | 34,771 | +35 | $6,672 |
VANGUARD INDEX FDS (VTI) | 15,458 | -165 | $4,018 |
VTI | 15,458 | -165 | $4,018 |
BORGWARNER INC | 107,911 | UNCH | $3,749 |
BWA | 107,911 | UNCH | $3,749 |
DIMENSIONAL ETF TRUST (DFAC) | 117,251 | UNCH | $3,746 |
DFAC | 117,251 | UNCH | $3,746 |
FORD MTR CO DEL | 238,528 | +168,508 | $3,168 |
F | 238,528 | +168,508 | $3,168 |
VANGUARD INTL EQUITY INDEX F (VSS) | 23,139 | UNCH | $2,704 |
VSS | 23,139 | UNCH | $2,704 |
VANGUARD BD INDEX FDS (BSV) | 29,869 | +1,040 | $2,290 |
BSV | 29,869 | +1,040 | $2,290 |
LEAR CORP | 14,191 | UNCH | $2,056 |
LEA | 14,191 | UNCH | $2,056 |
SPDR S&P 500 ETF TR (SPY) | 3,558 | UNCH | $1,861 |
SPY | 3,558 | UNCH | $1,861 |
VANGUARD TAX MANAGED FDS (VEA) | 34,947 | +610 | $1,753 |
VEA | 34,947 | +610 | $1,753 |
APTIV PLC | 20,902 | UNCH | $1,665 |
APTV | 20,902 | UNCH | $1,665 |
ISHARES TR (IVV) | 2,999 | +10 | $1,577 |
IVV | 2,999 | +10 | $1,577 |
BERKSHIRE HATHAWAY INC DEL | $1,553 | ||
BRK.B | 3,694 | UNCH | $1,553 |
VANGUARD SPECIALIZED FUNDS (VIG) | 7,240 | +9 | $1,322 |
VIG | 7,240 | +9 | $1,322 |
LEGGETT & PLATT INC | 57,762 | +1,010 | $1,106 |
LEG | 57,762 | +1,010 | $1,106 |
DIMENSIONAL ETF TRUST (DFUV) | 24,343 | UNCH | $996 |
DFUV | 24,343 | UNCH | $996 |
MICROSOFT CORP | 2,265 | UNCH | $953 |
MSFT | 2,265 | UNCH | $953 |
GENERAL DYNAMICS CORP | 3,095 | UNCH | $874 |
GD | 3,095 | UNCH | $874 |
CATERPILLAR INC | 2,337 | UNCH | $856 |
CAT | 2,337 | UNCH | $856 |
VANGUARD INTL EQUITY INDEX F (VWO) | 20,314 | +2 | $849 |
VWO | 20,314 | +2 | $849 |
PHINIA INC | 21,581 | UNCH | $829 |
PHIN | 21,581 | UNCH | $829 |
VANGUARD INDEX FDS (VOO) | 1,496 | UNCH | $719 |
VOO | 1,496 | UNCH | $719 |
COGNIZANT TECHNOLOGY SOLUTIO | 9,636 | UNCH | $706 |
CTSH | 9,636 | UNCH | $706 |
JPMORGAN CHASE & CO | 3,113 | UNCH | $624 |
JPM | 3,113 | UNCH | $624 |
VANGUARD BD INDEX FDS (BIV) | 8,082 | +10 | $609 |
BIV | 8,082 | +10 | $609 |
VANGUARD WHITEHALL FDS (VYM) | 4,909 | UNCH | $594 |
VYM | 4,909 | UNCH | $594 |
VANGUARD INDEX FDS (VNQ) | 6,000 | UNCH | $519 |
VNQ | 6,000 | UNCH | $519 |
ISHARES TR (IWB) | 1,684 | UNCH | $485 |
IWB | 1,684 | UNCH | $485 |
SPDR SER TR (SPYV) | 9,650 | UNCH | $483 |
SPYV | 9,650 | UNCH | $483 |
COCA COLA CO | 7,447 | UNCH | $456 |
KO | 7,447 | UNCH | $456 |
DTE ENERGY CO | 3,808 | UNCH | $427 |
DTE | 3,808 | UNCH | $427 |
ISHARES TR (IJR) | 3,824 | -470 | $423 |
IJR | 3,824 | -470 | $423 |
EATON CORP PLC | 1,256 | UNCH | $393 |
ETN | 1,256 | UNCH | $393 |
ISHARES TR (IWD) | 1,910 | UNCH | $342 |
IWD | 1,910 | UNCH | $342 |
VANGUARD MALVERN FDS (VTIP) | 6,950 | UNCH | $333 |
VTIP | 6,950 | UNCH | $333 |
AMERICAN CENTY ETF TR (AVUV) | 3,320 | +575 | $311 |
AVUV | 3,320 | +575 | $311 |
DIMENSIONAL ETF TRUST (DFAS) | 4,765 | UNCH | $297 |
DFAS | 4,765 | UNCH | $297 |
AT&T INC | 16,189 | UNCH | $285 |
T | 16,189 | UNCH | $285 |
APPLE INC | 1,456 | +1 | $250 |
AAPL | 1,456 | +1 | $250 |
RTX CORPORATION | 2,297 | +2,297 | $224 |
RTX | 2,297 | +2,297 | $224 |
DIMENSIONAL ETF TRUST (DFAX) | 8,047 | +8,047 | $205 |
DFAX | 8,047 | +8,047 | $205 |
CUSTOM TRUCK ONE SOURCE INC | 15,260 | UNCH | $89 |
CTOS | 15,260 | UNCH | $89 |
See Full List: All Stocks Held By Arbor Wealth Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Arbor Wealth Advisors LLC
Size ($ in 1000's)
At 03/31/2024: $105,925 At 12/31/2023: $97,242 Arbor Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Arbor Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |