Arbor Wealth Advisors LLC
CIK 2009890 · Holdings on Dec 31, 2023 · First reported Feb 2, 2024
Top ten holdings
Q4 2023- VTV24.08%
- VXUS16.36%
- VB9.83%
- VBR6.43%
- BWA3.98%
- VTI3.81%
- DFAC3.52%
- VSS2.74%
- BSV2.28%
- LEA2.06%
Share classes counted separately75.09%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $23.42M | 24.08% | 156.64K shares | Prior unavailable — | — | ↗▾ |
| 02 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $15.91M | 16.36% | 274.51K shares | Prior unavailable — | — | ↗▾ |
| 03 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $9.56M | 9.83% | 44.80K shares | Prior unavailable — | — | ↗▾ |
| 04 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $6.25M | 6.43% | 34.74K shares | Prior unavailable — | — | ↗▾ |
| 05 | BWABORGWARNER INC View history and evidence | $3.87M | 3.98% | 107.91K shares | Prior unavailable — | — | ↗▾ |
| 06 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $3.71M | 3.81% | 15.62K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $3.43M | 3.52% | 117.25K shares | Prior unavailable — | — | ↗▾ |
| 08 | VSSVANGUARD FTSE ALL WO X-US SCFTSE SMCAP ETF View history and evidence | $2.66M | 2.74% | 23.14K shares | Prior unavailable — | — | ↗▾ |
| 09 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $2.22M | 2.28% | 28.83K shares | Prior unavailable — | — | ↗▾ |
| 10 | LEALEAR CORPCOM NEW View history and evidence | $2.00M | 2.06% | 14.19K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2009890 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 2, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 97238302
}Research all 43 reported holdings.
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