Filer Name: ARISTA WEALTH MANAGEMENT, LLC
CIK: 1964758
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 67
Portfolio Value: $0.42B

Arista Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAU US DIMENSIONAL US CORE EQUITY M 1,922,896 $78M 18.67% 1.0% -
VOOG US VANGUARD S&P 500 GROWTH ETF 168,935 $62M 14.83% 0.4% -
DFSV US DIMENSIONAL US SMALL CAP VAL 1,710,771 $53M 12.62% 3.4% -
VCIT US VANGUARD INT-TERM CORPORATE 496,747 $40M 9.56% -1.2% -
DFAI US DIMENSIONAL INTERNATIONAL CO 996,565 $29M 6.98% 1.4% -
VGSH US VANGUARD SHORT-TERM TREASURY 493,230 $29M 6.88% -1.9% -
VGIT US VANGUARD INTERMEDIATE-TERM T 361,851 $21M 5.03% 0.7% -
VOO US VANGUARD S&P 500 ETF 27,113 $15M 3.50% 0.8% -
DFAE US DIMENSIONAL EMERGING CORE EQ 563,145 $14M 3.43% 2.6% -
AAPL US APPLE INC 36,751 $9M 2.21% 0.3% -
DFAC US DIMENSIONAL US CORE EQUITY 2 235,660 $8M 1.95% 0.0% -
VXUS US VANGUARD TOTAL INTL STOCK 85,046 $5M 1.20% -11.2% -
VTI US VANGUARD TOTAL STOCK MKT ETF 15,064 $4M 1.05% -2.0% -
AMZN US AMAZON.COM INC 17,834 $4M 0.94% 4.0% -
IVV US ISHARES CORE S&P 500 ETF 6,481 $4M 0.91% 0.0% -
AGG US ISHARES CORE U.S. AGGREGATE 37,355 $4M 0.87% - -
COST US COSTCO WHOLESALE CORP 3,559 $3M 0.78% 0.4% -
VBR US VANGUARD SMALL-CAP VALUE ETF 13,683 $3M 0.65% 0.0% -
MSFT US MICROSOFT CORP 6,004 $3M 0.61% -3.3% -
SPLG US SPDR PORTFOLIO S&P 500 ETF 36,533 $3M 0.60% - -
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