$241 Million is the total value of Arista Wealth Management, LLC's 62 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -5,894 | -100.0% | -0.15% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -18,089 | -100.0% | -0.75% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -87,677 | -100.0% | -2.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 18.6% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 20.4% |
| VANGUARD STAR FDS | 4 | Q3 2023 | 16.3% |
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 10.0% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 12.6% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 14.0% |
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 7.0% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 9.1% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 5.7% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.6% |
View Arista Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.