ARA
Approach Retirement Advisors Portfolio holdings
AUM
$120M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$120M
AUM Growth
+$4.14M
(+3.6%)
Holding
80
Top Buys
| 1 | +$952K | |
| 2 | +$395K | |
| 3 | +$347K | |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$340K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$285K |
Top Sells
| 1 | +$236K | |
| 2 | +$158K | |
| 3 | +$137K | |
| 4 |
Avantis International Large Cap Value ETF
AVIV
|
+$74.4K |
| 5 |
Avantis International Equity ETF
AVDE
|
+$60.1K |
Sector Composition
| 1 | Financials | 11.63% |
| 2 | Technology | 2.02% |
| 3 | Energy | 1.58% |
| 4 | Consumer Staples | 1.1% |
| 5 | Utilities | 0.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Schwab US Dividend Equity ETF
SCHD
$90B
| $230K | 0.19% |
7,500
|
|
||
77
VanEck Junior Gold Miners ETF
GDXJ
$9.19B
| $214K | 0.18% |
1,786
|
|
||
78
Global X Gold Explorers ETF NEW
GOEX
$140M
| $211K | 0.18% |
+2,495
|
|
||
|
DXIV
79
Dimensional International Vector Equity ETF
DXIV
$144M
| $206K | 0.17% |
+3,050
|
|
||
80
AbbVie
ABBV
$363B
| – | – |
-1,033
|
|