| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 20.4% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 18.6% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 12.6% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 10.0% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 11.9% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 7.0% |
| VANGUARD STAR FDS | 7 | Q2 2024 | 16.3% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 14.0% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.6% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 5.7% |
View Arista Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| N-PX | 2024-07-25 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-13 |
View Arista Wealth Management, 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.