Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ARLINGTON FINANCIAL ADVISORS LLC | 01-08-2024 | 12-31-2023 | 78 | 334,634,330 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDS | INTERMED TERM | 51 | $1,751,088 | 22,926 | 0.00 | 0.00 | -2,095 | -8.37 | 12-31-2023 |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 52 | $1,316,598 | 17,480 | 0.00 | 0.00 | 863 | 5.19 | 12-31-2023 |
ISHARES INC | MSCI WORLD ETF | 53 | $1,266,978 | 9,525 | 0.00 | 0.00 | 5,587 | 141.87 | 12-31-2023 |
GOLDMAN SACHS ETF TR | BLOOMBERG CLEAN | 54 | $1,242,383 | 36,271 | 0.00 | 36,271 | +Inf | 12-31-2023 |