Arista Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Arista Wealth Management, LLC | Institutional Filer | ▲ 1.02% | $821.5M | 253 |
Current Portfolio Holdings
Showing all 253 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | — | 2.1M | $93.3M | 11.36% |
| 2 | DFSV | DIMENSIONAL ETF TRUST | — | 2.1M | $73.7M | 8.97% |
| 3 | VOOG | VANGUARD ADMIRAL FDS INC | — | 180K | $73.4M | 8.93% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | — | 590K | $48.8M | 5.94% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | — | 1.0M | $40.7M | 4.95% |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | — | 596K | $34.9M | 4.24% |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | — | 447K | $26.6M | 3.24% |
| 8 | VUG | VANGUARD INDEX FDS | — | 49K | $21.5M | 2.62% |
| 9 | DFAE | DIMENSIONAL ETF TRUST | — | 616K | $20.9M | 2.54% |
| 10 | AAPL | Apple Inc. | Technology | 73K | $18.6M | 2.27% |
| 11 | VOO | VANGUARD INDEX FDS | — | 29K | $17.4M | 2.11% |
| 12 | SPY | SPDR S&P 500 ETF Trust | — | 27K | $17.3M | 2.11% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 40K | $11.9M | 1.45% |
| 14 | NVDA | NVIDIA Corporation | Technology | 62K | $10.8M | 1.31% |
| 15 | SCHG | SCHWAB STRATEGIC TR | — | 322K | $9.4M | 1.14% |
Showing 1 to 15 of 253 holdings