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Arista Wealth Management, LLC13F | |
Arista Wealth Management, LLC | |
Last update 2025-05-14 | 65 Stocks (1 new) |
Value $413.00 Mil | Turnover 3 % |
Arista Wealth Management, LLC Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 1,975,325 | 75,931.5 | +2.73% | 18.400 | +0.49% | 1.020 | +18.96% | +8.15% | 8,822.9 | ||
VOOG | Vanguard S&P 500 Growth ETF | 177,251 | 59,287.0 | +4.92% | 14.370 | +0.67% | 0.430 | +25.26% | +11.68% | 16,772.2 | ||
DFSV | Dimensional US Small Cap Value ETF | 1,783,473 | 50,204.8 | +4.25% | 12.170 | +0.50% | 1.130 | +19.85% | +2.03% | 5,021.5 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 503,915 | 41,200.1 | +1.44% | 9.990 | +0.14% | 0.080 | +3.73% | +5.21% | 53,364.2 | ||
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 1,013,070 | 31,638.2 | +1.66% | 7.670 | +0.12% | 0.350 | +13.62% | +23.41% | 10,907.5 | ||
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 493,175 | 28,944.4 | -0.01% | 7.020 | 0% | 0.130 | +0.87% | +2.75% | 22,508.7 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 370,268 | 21,993.9 | +2.33% | 5.330 | +0.12% | 0.070 | +1.30% | +4.24% | 31,616.8 | ||
DFAE |
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
| 584,322 | 15,128.1 | +3.76% | 3.670 | +0.13% | 0.290 | +18.19% | +19.38% | 6,334.8 | ||
VOO | Vanguard S&P 500 ETF | 27,462 | 14,112.8 | +1.29% | 3.420 | +0.04% | 0.000 | +18.82% | +8.89% | 663,622.4 | ||
AAPL | Apple Inc | 37,020 | 8,223.2 | +0.73% | 1.990 | +0.01% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware |
Arista Wealth Management, LLC's Historical Top Holdings Breakdowns
Arista Wealth Management, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
VOOG | Vanguard S&P 500 Growth ETF | 2025-03-31 | Add Add | +0.67% | 333.37 ($363.64) 384.99 | $407.67 | 12.11% | Add 4.92% | 177,251 | 8,316 | |
DFSV | Dimensional US Small Cap Value ETF | 2025-03-31 | Add Add | +0.50% | 27.56 ($30.26) 32.1 | $31.17 | 3.01% | Add 4.25% | 1,783,473 | 72,702 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-03-31 | Add Add | +0.49% | 37.84 ($40.57) 42.31 | $43.57 | 7.39% | Add 2.73% | 1,975,325 | 52,429 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.14% | 79.17 ($80.9) 82.04 | $82.53 | 2.01% | Add 1.44% | 503,915 | 7,168 | |
DFAE |
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
| 2025-03-31 | Add Add | +0.13% | 24.64 ($25.96) 26.86 | $29.98 | 15.49% | Add 3.76% | 584,322 | 21,177 | |
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 2025-03-31 | Add Add | +0.12% | 28.88 ($30.87) 32.4 | $35.46 | 14.87% | Add 1.66% | 1,013,070 | 16,505 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Add Add | +0.12% | 57.44 ($58.5) 59.4 | $59.32 | 1.40% | Add 2.33% | 370,268 | 8,417 | |
AVLV | Avantis U.S. Large Cap Value ETF | 2025-03-31 | Sold Out Sold Out | -0.06% | 63.51 ($67.8) 70.42 | $70.28 | 3.66% | Sold Out | 0 | -3,664 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.05% | 442.66 ($486.15) 534.52 | $482.63 | -0.72% | Add 27.89% | 1,944 | 424 | |
PG | Procter & Gamble Co | 2025-03-31 | New Buy New Buy | +0.05% | 158.56 ($167.49) 176.26 | $158.28 | -5.50% | New holding | 1,180 | 1,180 |
Arista Wealth Management, LLC Total Holding History ($B)
Arista Wealth Management, LLC's Asset Allocation
Arista Wealth Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Arista Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Arista Wealth Management, LLC's Yearly Returns
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Arista Wealth Management, LLC's Holdings Heat Map
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