Arbor Wealth Advisors LLC
- SEC CIK
- 0002009890
- 最新申報
- 2026/7/9
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/2 申報。只含多頭部位。
- 持股檔數
- 43
- 2023 年第 3 季沒有申報
- 總值
- $9,724 萬
- 2023 年第 3 季沒有申報
Arbor Wealth Advisors LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CTOSCustom Truck One Source, Inc. | COM CL A | 15,260 | $9.43 萬 | 0.1% | – | – | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 2,745 | $24.7 萬 | 0.3% | – | – | – |
| TAT&T Inc. | Stock | 16,189 | $27.2 萬 | 0.3% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 1,455 | $28.0 萬 | 0.3% | – | – | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 4,765 | $28.4 萬 | 0.3% | – | – | – |
| ETNEaton Corp plc | Stock | 1,256 | $30.2 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,910 | $31.6 萬 | 0.3% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 6,950 | $33.0 萬 | 0.3% | – | – | – |
| DTEDte Energy Co | COM | 3,808 | $42.0 萬 | 0.4% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 7,447 | $43.9 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,684 | $44.2 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 9,650 | $45.0 萬 | 0.5% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,294 | $46.5 萬 | 0.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 3,113 | $53.0 萬 | 0.5% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,000 | $53.0 萬 | 0.5% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,909 | $54.8 萬 | 0.6% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 8,072 | $61.7 萬 | 0.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,496 | $65.3 萬 | 0.7% | – | – | – |
| PHINPhinia Inc. | COMMON STOCK | 21,581 | $65.4 萬 | 0.7% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 2,337 | $69.1 萬 | 0.7% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 9,636 | $72.8 萬 | 0.7% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,095 | $80.4 萬 | 0.8% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 20,312 | $83.5 萬 | 0.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,265 | $85.2 萬 | 0.9% | – | – | 歷史 |
| FFord Motor Co | Stock | 70,020 | $85.4 萬 | 0.9% | – | – | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 24,343 | $90.6 萬 | 0.9% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,231 | $123.2 萬 | 1.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,694 | $131.8 萬 | 1.4% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,989 | $142.8 萬 | 1.5% | – | – | – |
| LEGLeggett & Platt Inc | Stock | 56,752 | $148.5 萬 | 1.5% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 34,337 | $164.5 萬 | 1.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,558 | $169.1 萬 | 1.7% | – | – | 歷史 |
| APTVAptiv PLC | SHS | 20,902 | $187.5 萬 | 1.9% | – | – | 歷史 |
| LEALear Corp | COM NEW | 14,191 | $200.4 萬 | 2.1% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 28,829 | $222.0 萬 | 2.3% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 23,139 | $266.2 萬 | 2.7% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 117,251 | $342.7 萬 | 3.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 15,623 | $370.6 萬 | 3.8% | – | – | – |
| BWABorgwarner Inc | COM | 107,911 | $386.9 萬 | 4.0% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 34,736 | $625.1 萬 | 6.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 44,797 | $955.7 萬 | 9.8% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 274,511 | $1,591 萬 | 16.4% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 156,643 | $2,342 萬 | 24.1% | – | – | – |