Arrien Investments, Inc. Top Holdings and 13F Report (2023) About Arrien Investments, Inc.Investment ActivityArrien Investments, Inc. has $139.46 million in total holdings as of March 31, 2023.Arrien Investments, Inc. owns shares of 33 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 1.60% of the portfolio was purchased this quarter.About 1.11% of the portfolio was sold this quarter.This quarter, Arrien Investments, Inc. has purchased 36 new stocks and bought additional shares in 12 stocks.Arrien Investments, Inc. sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio Aggregate Bond ETF $28,144,851iShares MSCI EAFE ETF $23,359,700SPDR Portfolio S&P 500 ETF $17,962,166SPDR MSCI EAFE StrategicFactors ETF $10,555,299iShares Core S&P 500 ETF $8,902,168 Largest Purchases this Quarter iShares Short Treasury Bond ETF 6,746 shares (about $745.16K)Vanguard Value ETF 2,408 shares (about $415.96K)SPDR Portfolio Aggregate Bond ETF 16,283 shares (about $415.87K)SPDR MSCI EAFE StrategicFactors ETF 4,317 shares (about $340.85K)SPDR Portfolio S&P 500 ETF 1,849 shares (about $121.59K) Largest Sales this Quarter Vanguard Consumer Staples ETF 846 shares (about $185.13K)Consumer Staples Select Sector SPDR Fund 1,649 shares (about $134.66K)iShares U.S. Aerospace & Defense ETF 650 shares (about $99.51K)iShares 10-20 Year Treasury Bond ETF 686 shares (about $71.17K)iShares U.S. Utilities ETF 644 shares (about $65.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArrien Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPABSPDR Portfolio Aggregate Bond ETF$28,144,851$415,868 ▲1.5%1,101,99120.2%ETFEFAiShares MSCI EAFE ETF$23,359,700$22,966 ▲0.1%285,81516.8%FinanceSPLGSPDR Portfolio S&P 500 ETF$17,962,166$121,590 ▲0.7%273,14712.9%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$10,555,299$340,853 ▲3.3%133,6867.6%ETFIVViShares Core S&P 500 ETF$8,902,168$54,504 ▼-0.6%15,8436.4%ETFIDUiShares U.S. Utilities ETF$7,191,459$65,314 ▼-0.9%70,9085.2%ETFITAiShares U.S. Aerospace & Defense ETF$7,092,600$99,514 ▼-1.4%46,3275.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,528,621$50,845 ▲0.8%65,9994.7%FinanceIGFiShares Global Infrastructure ETF$4,401,811$30,069 ▼-0.7%80,5163.2%ManufacturingSHViShares Short Treasury Bond ETF$3,743,710$745,163 ▲24.9%33,8922.7%ETFVTVVanguard Value ETF$2,749,717$415,964 ▲17.8%15,9182.0%ETFVOOVanguard S&P 500 ETF$2,372,209$13,362 ▼-0.6%4,6161.7%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,096,087$58,801 ▲2.9%19,2851.5%FinanceIYHiShares U.S. Healthcare ETF$1,954,297$2,984 ▲0.2%32,0961.4%ETFIFRAiShares U.S. Infrastructure ETF$1,545,586$6,851 ▼-0.4%34,2931.1%ETFVDCVanguard Consumer Staples ETF$1,249,763$185,134 ▼-12.9%5,7110.9%ETFFLQLFranklin U.S. Large Cap Multifactor Index ETF$1,131,540$3,386 ▼-0.3%20,0490.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$980,880$52,740 ▼-5.1%10,2850.7%ETFMUBiShares National Muni Bond ETF$887,5940.0%8,4180.6%ETFEEMiShares MSCI Emerging Markets ETF$872,376$7,210 ▼-0.8%19,9630.6%FinanceRSPInvesco S&P 500 Equal Weight ETF$860,087$54,567 ▲6.8%4,9650.6%ETFMCDMcDonald's$836,222$4,373 ▲0.5%2,6770.6%Retail/WholesaleAAPLApple$711,927$21,769 ▼-3.0%3,2050.5%Computer and TechnologyPPTAPerpetua Resources$505,455$10,690 ▼-2.1%47,2830.4%Basic MaterialsIAUiShares Gold Trust$442,2000.0%7,5000.3%FinanceXLPConsumer Staples Select Sector SPDR Fund$376,785$134,659 ▼-26.3%4,6140.3%ETFTLHiShares 10-20 Year Treasury Bond ETF$362,690$71,169 ▼-16.4%3,4960.3%ETFQQQInvesco QQQ$358,724$24,384 ▼-6.4%7650.3%FinanceIDAIDACORP$310,179$116 ▲0.0%2,6690.2%UtilitiesEZUiShares MSCI Eurozone ETF$301,8740.0%5,6690.2%ETFGOOGAlphabet$236,376$11,717 ▼-4.7%1,5130.2%Computer and TechnologyMSFTMicrosoft$229,739$17,268 ▼-7.0%6120.2%Computer and TechnologyLLYEli Lilly and Company$203,1740.0%2460.1%MedicalUSBU.S. Bancorp$0$282,000 ▼-100.0%00.0%FinanceAVGOBroadcom$0$231,188 ▼-100.0%00.0%Computer and TechnologyBABoeing$0$218,129 ▼-100.0%00.0%AerospaceShowing 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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