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Name: |
Arista Wealth Management LLC |
City: |
Las Vegas |
State: |
NV |
Zip: |
89148 |
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data |
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Holdings
Found :
7 |
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Increased Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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VOO |
Vanguard S&P 500 Etf |
8 |
- |
$491.44 |
$4,772,000 |
9,928 |
3.64% |
760,000 |
742 |
0.001 |
Closed - End Fund - E... |
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DFAC |
Dimensional U S Core Equity... |
9 |
- |
$31.96 |
$4,671,000 |
146,193 |
3.57% |
3,945,000 |
121,371 |
0.016 |
N/A |
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VTI |
Vanguard Total Stock Market... |
11 |
- |
$263.45 |
$2,847,000 |
10,953 |
2.17% |
1,806,000 |
6,567 |
0.001 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
22 |
- |
$219.80 |
$740,000 |
3,235 |
0.57% |
518,000 |
2,195 |
0.002 |
Closed - End Fund - E... |
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ADP |
Automatic Data Processing Inc |
26 |
- |
$247.97 |
$470,000 |
1,880 |
0.36% |
35,000 |
11 |
0 |
Business Software & S... |
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VWO |
Vanguard Emerging Markets S... |
27 |
- |
$43.58 |
$459,000 |
10,991 |
0.35% |
459,000 |
10,991 |
0 |
Closed - End Fund - E... |
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GD |
General Dynamics Corp |
29 |
- |
$298.27 |
$318,000 |
1,124 |
0.24% |
28,000 |
5 |
0 |
Aerospace/Defense - M... |
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