Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARLINGTON FINANCIAL ADVISORS LLC | 01-08-2024 | 12-31-2023 | 78 | 334,634,330 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 1 | $27,205,755 | 806,574 | 0.01 | 0.01 | 47,434 | 6.25 | 12-31-2023 |
| APPLE INC | COM | 2 | $24,057,394 | 124,954 | 0.01 | 0.01 | -6,905 | -5.24 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 3 | $21,811,558 | 352,140 | 0.01 | 0.01 | -158,138 | -30.99 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 4 | $18,716,269 | 338,144 | 0.01 | 0.01 | -19,744 | -5.52 | 12-31-2023 |
