HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAU) |
628,354 | -1,040,779 | $22,960 |
| DFAU | 628,354 | -1,040,779 | $22,960 |
| DIMENSIONAL ETF TRUST (DFSV) |
487,031 | -571,423 | $14,660 |
| DFSV | 487,031 | -571,423 | $14,660 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
177,662 | -230,882 | $14,304 |
| VCIT | 177,662 | -230,882 | $14,304 |
| VANGUARD ADMIRAL FDS INC (VOOG) |
44,199 | -8,678 | $13,468 |
| VOOG | 44,199 | -8,678 | $13,468 |
| DIMENSIONAL ETF TRUST (DFAI) |
395,260 | -665,796 | $11,945 |
| DFAI | 395,260 | -665,796 | $11,945 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
178,719 | -241,378 | $10,378 |
| VGSH | 178,719 | -241,378 | $10,378 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
128,319 | -164,954 | $7,513 |
| VGIT | 128,319 | -164,954 | $7,513 |
| VANGUARD INDEX FDS (VOO) |
9,928 | +742 | $4,772 |
| VOO | 9,928 | +742 | $4,772 |
| DIMENSIONAL ETF TRUST (DFAC) |
146,193 | +121,371 | $4,671 |
| DFAC | 146,193 | +121,371 | $4,671 |
| DIMENSIONAL ETF TRUST (DFAE) |
187,847 | -301,945 | $4,644 |
| DFAE | 187,847 | -301,945 | $4,644 |
| VANGUARD INDEX FDS (VTI) |
10,953 | +6,567 | $2,847 |
| VTI | 10,953 | +6,567 | $2,847 |
| APPLE INC |
12,287 | -15,476 | $2,107 |
| AAPL | 12,287 | -15,476 | $2,107 |
| ISHARES TR (IVV) |
3,604 | -2,518 | $1,895 |
| IVV | 3,604 | -2,518 | $1,895 |
| AMAZON COM INC |
8,952 | -5,519 | $1,615 |
| AMZN | 8,952 | -5,519 | $1,615 |
| DIMENSIONAL ETF TRUST (DFAR) |
65,254 | -304,666 | $1,460 |
| DFAR | 65,254 | -304,666 | $1,460 |
| SPDR SER TR (SPLG) |
21,818 | -7,475 | $1,342 |
| SPLG | 21,818 | -7,475 | $1,342 |
| VANGUARD INDEX FDS (VBR) |
6,109 | -7,861 | $1,172 |
| VBR | 6,109 | -7,861 | $1,172 |
| ISHARES TR (IDEV) |
16,532 | +16,532 | $1,110 |
| IDEV | 16,532 | +16,532 | $1,110 |
| SPDR S&P 500 ETF TR (SPY) |
1,971 | -1,992 | $1,031 |
| SPY | 1,971 | -1,992 | $1,031 |
| COSTCO WHSL CORP NEW |
1,219 | -746 | $893 |
| COST | 1,219 | -746 | $893 |
| MICROSOFT CORP |
1,916 | -1,831 | $806 |
| MSFT | 1,916 | -1,831 | $806 |
| VANGUARD INDEX FDS (VB) |
3,235 | +2,195 | $740 |
| VB | 3,235 | +2,195 | $740 |
| DIMENSIONAL ETF TRUST (DFUS) |
12,509 | -12,001 | $713 |
| DFUS | 12,509 | -12,001 | $713 |
| SCHWAB STRATEGIC TR |
8,014 | +8,014 | $653 |
| SCHM | 8,014 | +8,014 | $653 |
| LIGHT & WONDER INC |
4,772 | UNCH | $487 |
| LNW | 4,772 | UNCH | $487 |
| AUTOMATIC DATA PROCESSING IN |
1,880 | +11 | $470 |
| ADP | 1,880 | +11 | $470 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
10,991 | +10,991 | $459 |
| VWO | 10,991 | +10,991 | $459 |
| SOUTH PLAINS FINANCIAL INC |
12,172 | UNCH | $326 |
| SPFI | 12,172 | UNCH | $326 |
| GENERAL DYNAMICS CORP |
1,124 | +5 | $318 |
| GD | 1,124 | +5 | $318 |
| DIMENSIONAL ETF TRUST (DFAT) |
5,163 | -4,473 | $281 |
| DFAT | 5,163 | -4,473 | $281 |
| VANGUARD STAR FDS (VXUS) |
4,002 | -101,618 | $241 |
| VXUS | 4,002 | -101,618 | $241 |
| AMERICAN CENTY ETF TR (AVSC) |
4,306 | UNCH | $225 |
| AVSC | 4,306 | UNCH | $225 |
| AMERICAN CENTY ETF TR (AVGE) |
3,056 | +3,056 | $213 |
| AVGE | 3,056 | +3,056 | $213 |
| AMERICAN CENTY ETF TR (AVUS) |
2,270 | +2,270 | $203 |
| AVUS | 2,270 | +2,270 | $203 |
See Full List: All Stocks Held By Arista Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Arista Wealth Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $130,936 At 12/31/2023: $273,059 Arista Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Arista Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
