$197 Million is the total value of Arlington Financial Advisors, LLC's 52 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,423 | -100.0% | -0.09% | – |
FTSL | Exit | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $0 | – | -293,495 | -100.0% | -5.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 15.0% |
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 8.9% |
APPLE INC | 24 | Q3 2023 | 9.3% |
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 6.7% |
BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 3.3% |
COSTCO WHSL CORP NEW | 24 | Q3 2023 | 3.0% |
AMAZON COM INC | 24 | Q3 2023 | 3.3% |
INTUITIVE SURGICAL INC | 24 | Q3 2023 | 2.3% |
NIKE INC | 24 | Q3 2023 | 2.1% |
DEERE & CO | 24 | Q3 2023 | 1.9% |
View Arlington Financial Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-01-09 |
13F-HR | 2023-11-03 |
13F-HR | 2023-07-24 |
13F-HR | 2023-05-08 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-19 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-26 |
13F-HR | 2022-01-18 |
View Arlington Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.