HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
540,315 | +11,803 | $27,502 |
| FNDX | 540,315 | +11,803 | $27,502 |
| ISHARES TR (ICLN) |
1,284,609 | +34,053 | $24,472 |
| ICLN | 1,284,609 | +34,053 | $24,472 |
| APPLE INC |
132,628 | -3,460 | $18,133 |
| AAPL | 132,628 | +40 | $18,133 |
| SCHWAB STRATEGIC TR |
551,748 | +14,955 | $15,620 |
| FNDF | 551,748 | +14,955 | $15,620 |
| SCHWAB STRATEGIC TR |
322,936 | +1,862 | $14,613 |
| FNDA | 322,936 | +1,862 | $14,613 |
| FIRST TR EXCHANGE TRADED FD (FTSL) |
293,495 | +10,040 | $12,943 |
| FTSL | 293,495 | +10,040 | $12,943 |
| INVESCO EXCHANGE TRADED FD T (PRF) |
62,835 | +341 | $9,312 |
| PRF | 62,835 | +341 | $9,312 |
 BERKSHIRE HATHAWAY INC DEL |
$6,847 | ||
| BRK.B | 25,077 | +75 | $6,847 |
| AMGEN INC |
27,440 | +317 | $6,676 |
| AMGN | 27,440 | +317 | $6,676 |
| INVESCO EXCHANGE TRADED FD T (PRFZ) |
39,545 | +632 | $6,064 |
| PRFZ | 39,545 | +632 | $6,064 |
| COSTCO WHSL CORP NEW |
11,935 | -187 | $5,720 |
| COST | 11,935 | -187 | $5,720 |
| INVESCO EXCH TRADED FD TR II (PXF) |
140,123 | +1,394 | $5,577 |
| PXF | 140,123 | +1,394 | $5,577 |
| CHEVRON CORP NEW |
26,994 | -1,032 | $3,908 |
| CVX | 26,994 | -1,032 | $3,908 |
| AMAZON COM INC |
34,580 | +32,919 | $3,673 |
| AMZN | 34,580 | +32,919 | $3,673 |
| PIMCO EQUITY SER |
130,899 | +1,476 | $3,602 |
| RAFE | 130,899 | +1,476 | $3,602 |
| ISHARES TR (SUSB) |
143,054 | -2,248 | $3,446 |
| SUSB | 143,054 | -2,248 | $3,446 |
| INTUITIVE SURGICAL INC |
16,572 | +309 | $3,326 |
| ISRG | 16,572 | +309 | $3,326 |
| GILEAD SCIENCES INC |
52,818 | +1,255 | $3,265 |
| GILD | 52,818 | +1,255 | $3,265 |
| NIKE INC |
31,930 | +817 | $3,263 |
| NKE | 31,930 | +817 | $3,263 |
| TESLA INC |
4,777 | +55 | $3,217 |
| TSLA | 4,777 | +55 | $3,217 |
| DEERE & CO |
10,317 | +115 | $3,090 |
| DE | 10,317 | +115 | $3,090 |
| JPMORGAN CHASE & CO |
27,071 | +420 | $3,048 |
| JPM | 27,071 | +420 | $3,048 |
| SPDR SER TR (XBI) |
40,875 | +2,325 | $3,036 |
| XBI | 40,875 | +2,325 | $3,036 |
| BLACKROCK INC |
4,619 | +264 | $2,813 |
| BLK | 4,619 | +264 | $2,813 |
| ALPHABET INC |
1,287 | +29 | $2,805 |
| GOOGL | 1,287 | +29 | $2,805 |
| ALPHABET INC |
1,274 | +28 | $2,787 |
| GOOG | 1,274 | +28 | $2,787 |
| STARBUCKS CORP |
35,199 | +1,646 | $2,689 |
| SBUX | 35,199 | +1,646 | $2,689 |
| SALESFORCE INC |
15,986 | +608 | $2,638 |
| CRM | 15,986 | +608 | $2,638 |
| DISNEY WALT CO |
25,162 | +1,160 | $2,375 |
| DIS | 25,162 | +1,160 | $2,375 |
| ISHARES TR (DSI) |
32,095 | +353 | $2,308 |
| DSI | 32,095 | +353 | $2,308 |
| ISHARES TR (IVV) |
4,863 | +347 | $1,844 |
| IVV | 4,863 | +347 | $1,844 |
| VANGUARD BD INDEX FDS (BIV) |
22,184 | +679 | $1,723 |
| BIV | 22,184 | +679 | $1,723 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
30,161 | +2,306 | $1,507 |
| VEU | 30,161 | +2,306 | $1,507 |
| MICROSOFT CORP |
4,491 | +45 | $1,154 |
| MSFT | 4,491 | +45 | $1,154 |
| PFIZER INC |
20,075 | +43 | $1,053 |
| PFE | 20,075 | +43 | $1,053 |
| SCHWAB STRATEGIC TR |
14,009 | +1,028 | $879 |
| SCHM | 14,009 | +1,028 | $879 |
| NUSHARES ETF TR (NUSC) |
26,342 | +172 | $864 |
| NUSC | 26,342 | +172 | $864 |
| SCHWAB STRATEGIC TR |
14,456 | +418 | $807 |
| SCHP | 14,456 | +418 | $807 |
| BOEING CO |
5,100 | UNCH | $697 |
| BA | 5,100 | UNCH | $697 |
| BLACKROCK MUNIHLDNGS CALI QL |
45,300 | +45,300 | $542 |
| MUC | 45,300 | +45,300 | $542 |
| VISA INC |
2,547 | UNCH | $501 |
| V | 2,547 | UNCH | $501 |
| EXXON MOBIL CORP |
4,588 | UNCH | $393 |
| XOM | 4,588 | UNCH | $393 |
| ISHARES INC (URTH) |
3,579 | -21,766 | $383 |
| URTH | 3,579 | -21,766 | $383 |
| CORNING INC |
11,795 | UNCH | $372 |
| GLW | 11,795 | UNCH | $372 |
| CROWDSTRIKE HLDGS INC |
1,700 | +1,700 | $287 |
| CRWD | 1,700 | +1,700 | $287 |
| KKR & CO INC |
5,865 | UNCH | $271 |
| KKR | 5,865 | UNCH | $271 |
| TRUIST FINL CORP |
5,400 | UNCH | $256 |
| TFC | 5,400 | UNCH | $256 |
| PROCTER AND GAMBLE CO |
1,423 | -10 | $205 |
| PG | 1,423 | -10 | $205 |
See Full List: All Stocks Held By Arlington Financial Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Arlington Financial Advisors LLC
|
Size ($ in 1000's)
At 06/30/2022: $222,562 At 03/31/2022: $263,930 Arlington Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Arlington Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings |
