Arborfi Advisors, LLC Top Holdings and 13F Report (2025) About Arborfi Advisors, LLCInvestment ActivityArborfi Advisors, LLC has $100.67 million in total holdings as of March 31, 2025.Arborfi Advisors, LLC owns shares of 46 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 5.99% of the portfolio was purchased this quarter.About 3.06% of the portfolio was sold this quarter.This quarter, Arborfi Advisors, LLC has purchased 45 new stocks and bought additional shares in 24 stocks.Arborfi Advisors, LLC sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $15,822,097SPDR Portfolio S&P 500 Growth ETF $9,197,784Vanguard High Dividend Yield ETF $8,728,529Dimensional Core Fixed Income ETF $8,576,286Dimensional International Core Equity Market ETF $7,308,923 Largest New Holdings this Quarter 46138G581 - Invesco S&P 500 QVM Multi-factor ETF $362,503 Holding46435U259 - iShares iBonds Dec 2026 Term Muni Bond ETF $216,493 Holding46435U283 - iShares iBonds Dec 2027 Term Muni Bond ETF $216,245 Holding46435U325 - iShares iBonds Dec 2028 Term Muni Bond ETF $215,875 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 2,868 shares (about $1.61M)iShares U.S. Equity Factor Rotation Active ETF 11,932 shares (about $581.80K)Invesco S&P 500 Momentum ETF 6,244 shares (about $577.76K)Vanguard High Dividend Yield ETF 3,101 shares (about $399.90K)Dimensional Core Fixed Income ETF 8,930 shares (about $375.60K) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 14,789 shares (about $1.19M)Dimensional International Core Equity Market ETF 15,415 shares (about $481.41K)Fidelity MSCI Information Technology Index ETF 1,752 shares (about $282.55K)Vanguard FTSE All-World ex-US ETF 1,956 shares (about $118.65K)SPDR Portfolio S&P 500 Value ETF 1,250 shares (about $63.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArborfi Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$15,822,097$1,611,541 ▲11.3%28,15815.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$9,197,784$1,188,592 ▼-11.4%114,4439.1%ETFVYMVanguard High Dividend Yield ETF$8,728,529$399,905 ▲4.8%67,6848.7%ETFDFCFDimensional Core Fixed Income ETF$8,576,286$375,596 ▲4.6%203,9068.5%ETFDFAIDimensional International Core Equity Market ETF$7,308,923$481,411 ▼-6.2%234,0357.3%ETFDUHPDimensional US High Profitability ETF$5,488,581$325,468 ▲6.3%165,6185.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$4,332,131$581,804 ▲15.5%88,8464.3%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$3,912,974$115,778 ▲3.0%136,9133.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,699,401$119,813 ▲3.3%72,2823.7%ETFMBBiShares MBS ETF$2,491,922$93,874 ▲3.9%26,5722.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,441,246$76,955 ▲3.3%59,8932.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,193,814$63,838 ▼-2.8%42,9572.2%ETFDFAEDimensional Emerging Core Equity Market ETF$1,940,308$61,411 ▲3.3%74,9441.9%ETFSPMOInvesco S&P 500 Momentum ETF$1,850,137$577,757 ▲45.4%19,9951.8%ETFVGSHVanguard Short-Term Treasury Index ETF$1,671,080$12,560 ▲0.8%28,4731.7%ETFTFLOiShares Treasury Floating Rate Bond ETF$1,480,083$34,702 ▲2.4%29,2161.5%ETFFTECFidelity MSCI Information Technology Index ETF$1,460,945$282,545 ▼-16.2%9,0591.5%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,377,605$39,331 ▲2.9%32,3991.4%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,353,839$33,799 ▲2.6%73,0621.3%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$1,299,877$44,139 ▲3.5%63,8761.3%ETFVTIVanguard Total Stock Market ETF$1,266,738$1,649 ▼-0.1%4,6091.3%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$1,204,315$46,840 ▲4.0%61,4761.2%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$1,161,947$6,369 ▼-0.5%56,1871.2%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$1,139,074$53,512 ▲4.9%58,4741.1%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$1,091,340$74,174 ▲7.3%65,7831.1%ManufacturingVEUVanguard FTSE All-World ex-US ETF$1,082,781$118,651 ▼-9.9%17,8501.1%ETFBRK.ABerkshire Hathaway$798,4420.0%10.8%FinanceVOOVanguard S&P 500 ETF$696,3480.0%1,3550.7%ETFBRK.BBerkshire Hathaway$526,1890.0%9880.5%FinanceDFNMDimensional National Municipal Bond ETF$429,462$103,750 ▲31.9%9,0280.4%ETFMUBiShares National Muni Bond ETF$394,029$111,239 ▲39.3%3,7370.4%ETFMDYSPDR S&P MidCap 400 ETF Trust$390,507$40,011 ▼-9.3%7320.4%ETFAAPLApple$388,061$47,980 ▼-11.0%1,7470.4%Computer and TechnologyMSFTMicrosoft$378,018$24,400 ▼-6.1%1,0070.4%Computer and TechnologyQVMLInvesco S&P 500 QVM Multi-factor ETF$362,503$362,503 ▲New Holding10,8220.4%ETFSUBiShares Short-Term National Muni Bond ETF$349,430$103,277 ▲42.0%3,3090.3%ETFGOOGLAlphabet$298,919$42,526 ▼-12.5%1,9330.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$292,169$6,483 ▲2.3%2,7940.3%ETFVVVanguard Large-Cap ETF$244,6930.0%9520.2%ETFQQQInvesco QQQ$241,9630.0%5160.2%FinanceESGUiShares ESG Aware MSCI USA ETF$224,802$12,313 ▲5.8%1,8440.2%ManufacturingAMZNAmazon.com$223,175$2,283 ▼-1.0%1,1730.2%Retail/WholesaleIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$216,493$216,493 ▲New Holding8,4700.2%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$216,245$216,245 ▲New Holding8,5540.2%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$215,875$215,875 ▲New Holding8,5360.2%ETFQUALiShares MSCI USA Quality Factor ETF$208,657$3,418 ▼-1.6%1,2210.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$0$365,904 ▼-100.0%00.0%ETFSCHPSchwab U.S. TIPS ETF$0$208,345 ▼-100.0%00.0%ETFVGTVanguard Information Technology ETF$0$202,707 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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