AA

ArborFi Advisors, LLC

13F
ArborFi Advisors, LLC
Last update 2025-04-28 46 Stocks (4 new)
Value $101.00 Mil Turnover 6 %
Countries:
Top Holdings: IVV(15.72%)SPYG(9.14%)VYM(8.67%)DFCF(8.52%)DFAI(7.26%)
Summary Stock Picks Current Portfolio
ArborFi Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
28,158
15,822.1
+11.34%
15.720
+1.60%
0.000
+19.71%
+7.98%
636,576.3
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
114,443
9,197.8
-11.44%
9.140
-1.30%
0.030
+27.05%
+10.64%
38,705.6
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
67,684
8,728.5
+4.80%
8.670
+0.40%
0.010
+12.64%
+7.58%
59,244.6
 
DFCF
Dimensional Core Fixed Income ETF
203,906
8,576.3
+4.58%
8.520
+0.37%
0.130
+1.79%
+1.87%
7,144.7
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
234,035
7,308.9
-6.18%
7.260
-0.45%
0.080
+11.39%
+20.80%
10,676.8
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
165,618
5,488.6
+6.30%
5.450
+0.32%
0.070
+15.42%
+7.01%
8,862.8
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
88,846
4,332.1
+15.51%
4.300
+0.58%
0.030
+20.26%
+8.08%
19,710.8
 
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
136,913
3,913.0
+3.05%
3.890
+0.12%
0.050
+1.52%
+4.63%
8,789.2
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
72,282
3,699.4
+3.35%
3.670
+0.12%
0.030
+16.60%
+3.12%
13,684.3
 
MBB
iShares MBS ETF
26,572
2,491.9
+3.91%
2.480
+0.09%
0.010
+2.07%
+3.61%
39,110.9
 

ArborFi Advisors, LLC's Historical Top Holdings Breakdowns

ArborFi Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+1.60%
●
554.06 ($590.51) 615.85
$631.74
6.98%
Add 11.34%
28,158
2,868
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-1.30%
●
80.05 ($87.3) 92.39
$96.97
11.08%
Reduce -11.44%
114,443
-14,789
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
2025-03-31
Add
Add
+0.58%
●
48.08 ($51.4) 53.73
$55.39
7.76%
Add 15.51%
88,846
11,932
SPMO
Invesco S&P 500 Momentum ETF
2025-03-31
Add
Add
+0.57%
●
91.76 ($97.86) 103.26
$112.86
15.33%
Add 45.41%
19,995
6,244
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Reduce
Reduce
-0.45%
●
28.88 ($30.87) 32.4
$34.71
12.44%
Reduce -6.18%
234,035
-15,415
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2025-03-31
Add
Add
+0.40%
●
126.11 ($130.91) 135.06
$135.46
3.48%
Add 4.8%
67,684
3,101
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+0.37%
●
40.79 ($41.67) 42.32
$42.04
0.89%
Add 4.58%
203,906
8,930
USMV
iShares MSCI USA Min Vol Factor ETF
2025-03-31
Sold Out
Sold Out
-0.37%
●
87.68 ($92.03) 94.57
$93.80
1.92%
Sold Out
0
-4,121
QVML
Invesco S&P 500 QVM Multi-factor ETF
Invesco S&P 500 QVM Multi-factor ETF
2025-03-31
New Buy
New Buy
+0.36%
●
32.91 ($34.91) 36.38
$37.18
6.51%
New holding
10,822
10,822
FTEC
Fidelity MSCI Information Technology Index ETF
Fidelity MSCI Information Technology Index ETF
2025-03-31
Reduce
Reduce
-0.33%
●
161.27 ($179.26) 192.3
$202.13
12.76%
Reduce -16.21%
9,059
-1,752

ArborFi Advisors, LLC Total Holding History ($B)

To

ArborFi Advisors, LLC's Asset Allocation

To

ArborFi Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ArborFi Advisors, LLC's Hypothetical Growth since 2025-03-31

ArborFi Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ArborFi Advisors, LLC's Holdings Heat Map

Size field:

ArborFi Advisors, LLC's Holdings Bubble Chart

ArborFi Advisors, LLC News

  • 1

Discussions on ArborFi Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.