AG
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Arkos Global Advisors13F | |
| Arkos Global Advisors | |
| Last update 2025-05-15 | 129 Stocks (5 new) |
| Value $681.00 Mil | Turnover 1 % |
Arkos Global Advisors 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 196,034 | 100,740.0 | +1.33% | 14.800 | +0.19% | 0.020 | +19.34% | +7.26% | 658,032.1 | ||
MUB | iShares National Muni Bond ETF | 722,791 | 76,210.0 | -0.71% | 11.200 | -0.08% | 0.190 | +0.48% | -2.75% | 37,872.8 | ||
BND | Vanguard Total Bond Market ETF | 853,398 | 62,680.0 | +1.11% | 9.210 | +0.10% | 0.050 | +1.11% | +1.77% | 128,020.8 | ||
IEFA | iShares Core MSCI EAFE ETF | 802,694 | 60,720.0 | -2.97% | 8.920 | -0.25% | 0.050 | +8.99% | +18.80% | 144,033.5 | ||
SPY | SPDR S&P 500 ETF Trust | 92,291 | 51,630.0 | -2.04% | 7.580 | -0.16% | 0.010 | +19.62% | +7.94% | 648,846.5 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 589,427 | 48,190.0 | +1.38% | 7.080 | +0.10% | 0.090 | +2.88% | +2.95% | 53,435.3 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 293,342 | 27,980.0 | +0.99% | 4.110 | +0.04% | 0.080 | +0.81% | +2.76% | 34,969.9 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 201,457 | 25,980.0 | +4.13% | 3.820 | +0.15% | 0.040 | +11.89% | +6.17% | 59,244.6 | ||
GLD | SPDR Gold Shares ETF | 67,972 | 19,590.0 | -5.61% | 2.880 | -0.14% | 0.020 | +1.60% | +30.55% | 104,090.1 | ||
IJH | iShares Core S&P Mid-Cap ETF | 312,401 | 18,230.0 | -1.79% | 2.680 | -0.05% | 0.020 | +16.27% | +2.52% | 97,920.0 |
Arkos Global Advisors's Historical Top Holdings Breakdowns
Arkos Global Advisors'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.32% | 77.7 ($78.41) 78.94 | $79.37 | 1.22% | Reduce -15.27% | 157,073 | -28,300 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.25% | 69.57 ($74.78) 78.65 | $83.49 | 11.65% | Reduce -2.97% | 802,694 | -24,601 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.19% | 507.05 ($540.58) 563.67 | $577.95 | 6.91% | Add 1.33% | 196,034 | 2,576 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.16% | 551.42 ($587.78) 612.93 | $628.86 | 6.99% | Reduce -2.04% | 92,291 | -1,919 | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 2025-03-31 | Add Add | +0.15% | 126.11 ($130.91) 135.06 | $135.46 | 3.48% | Add 4.13% | 201,457 | 7,987 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Reduce Reduce | -0.14% | 243.19 ($264.45) 288.14 | $316.10 | 19.53% | Reduce -5.61% | 67,972 | -4,038 | |
ACWI | iShares MSCI ACWI Index Fund | 2025-03-31 | Reduce Reduce | -0.13% | 115.16 ($119.81) 124.13 | $130.35 | 8.80% | Reduce -23.13% | 25,707 | -7,735 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Reduce Reduce | -0.12% | 190.34 ($198.85) 205.23 | $206.96 | 4.08% | Reduce -53.51% | 3,771 | -4,340 | |
PHYS | Sprott Physical Gold Trust | 2025-03-31 | Add Add | +0.11% | 20.27 ($22.17) 24.06 | $26.31 | 18.67% | Add 143.45% | 51,283 | 30,218 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.10% | 79.17 ($80.9) 82.04 | $82.64 | 2.15% | Add 1.38% | 589,427 | 8,041 |
Arkos Global Advisors Total Holding History ($B)
Arkos Global Advisors's Asset Allocation
Arkos Global Advisors Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Arkos Global Advisors's Hypothetical Growth since 2025-03-31
Arkos Global Advisors's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Arkos Global Advisors's Holdings Heat Map
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Arkos Global Advisors's Holdings Bubble Chart
Arkos Global Advisors News
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