| |
|
|
| Name: |
Arista Wealth Management LLC |
| City: |
Las Vegas |
| State: |
NV |
| Zip: |
89148 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
7 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VOO |
Vanguard S&P 500 Etf |
8 |
- |
$485.97 |
$4,772,000 |
9,928 |
3.64% |
760,000 |
742 |
0.001 |
Closed - End Fund - E... |
|
|
DFAC |
Dimensional U S Core Equity... |
9 |
- |
$32.00 |
$4,671,000 |
146,193 |
3.57% |
3,945,000 |
121,371 |
0.016 |
N/A |
|
|
VTI |
Vanguard Total Stock Market... |
11 |
- |
$261.93 |
$2,847,000 |
10,953 |
2.17% |
1,806,000 |
6,567 |
0.001 |
Closed - End Fund - E... |
|
|
VB |
Vanguard Small Cap VIPERS |
22 |
- |
$225.36 |
$740,000 |
3,235 |
0.57% |
518,000 |
2,195 |
0.002 |
Closed - End Fund - E... |
|
|
ADP |
Automatic Data Processing Inc |
26 |
- |
$250.06 |
$470,000 |
1,880 |
0.36% |
35,000 |
11 |
0 |
Business Software & S... |
|
|
VWO |
Vanguard Emerging Markets S... |
27 |
- |
$44.57 |
$459,000 |
10,991 |
0.35% |
459,000 |
10,991 |
0 |
Closed - End Fund - E... |
|
|
GD |
General Dynamics Corp |
29 |
- |
$295.75 |
$318,000 |
1,124 |
0.24% |
28,000 |
5 |
0 |
Aerospace/Defense - M... |
|
