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Arbor Investment Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Arbor Investment Advisors, LLC
Filed: 2023-01-26 (Q4 2022) | Holdings: 102 | Value: $488.4M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| IWB - iShares Russell 1000 ETF | Reduce 1% $(764.8K) | 15.42% | $75.3M | +50.02% | +1.89% | +23.21% | |
| PRF - Invesco FTSE RAFI US 1000 ETF | Add 2% ($1.5M) | 14.05% | $68.6M | +31.58% | -2.58% | +12.59% | |
| VEA - Vanguard FTSE Developed Markets ETF | Add 5% ($2.9M) | 12.85% | $62.8M | +27.77% | +1.91% | +7.99% | |
| EFA - iShares MSCI EAFE ETF | 5.43% | $26.5M | +29.81% | +3.30% | +9.17% | ||
| VWO - Vanguard FTSE Emerging Markets ETF | Add 3% ($834.7K) | 5.35% | $26.1M | +18.68% | -6.93% | -3.22% | |
| PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF | Add 2% ($391.0K) | 5.05% | $24.7M | +20.40% | -6.44% | +11.17% | |
| STIP - iShares 0-5 Year TIPS Bond ETF | Reduce 2% $(367.7K) | 3.91% | $19.1M | +12.08% | +1.48% | +4.04% | |
| JPST - JPMorgan Ultra-Short Income ETF | Reduce 1% $(237.4K) | 3.27% | $16.0M | +12.40% | +0.97% | +5.13% | |
| BSV - Vanguard Short-Term Bond ETF | Add 11% ($1.4M) | 2.84% | $13.9M | +10.06% | +1.02% | +3.83% | |
| MINT - PIMCO Enhanced Short Maturity Active ETF | Reduce 11% $(1.5M) | 2.64% | $12.9M | +13.49% | +0.99% | +6.00% | |
| AAPL - Apple Inc. | Add 299% ($6.8M) | 1.85% | $9.1M | +49.62% | +17.82% | +34.68% | |
| IEFA - iShares Core MSCI EAFE ETF | Add 27% ($1.9M) | 1.84% | $9.0M | +29.16% | +2.82% | +8.61% | |
| VONE - Vanguard Russell 1000 ETF | Add 8% ($594.8K) | 1.74% | $8.5M | +50.57% | +2.06% | +23.47% | |
| IWM - iShares Russell 2000 ETF | Add 3% ($236.3K) | 1.71% | $8.4M | +13.95% | -7.27% | +7.66% | |
| AGG - iShares Core U.S. Aggregate Bond ETF | Add 12% ($843.7K) | 1.66% | $8.1M | +5.97% | +0.23% | +1.70% | |
| EEM - iShares MSCI Emerging Markets ETF | Reduce 1% $(47.1K) | 1.57% | $7.7M | +14.90% | -8.10% | -5.67% | |
| VTIP - Vanguard Short-Term Inflation-Protected Securities ETF | Reduce 14% $(986.9K) | 1.29% | $6.3M | +12.05% | +1.50% | +3.99% | |
| TFLO - iShares Treasury Floating Rate Bond ETF | Add 165% ($3.4M) | 1.13% | $5.5M | +12.10% | +1.19% | +5.22% | |
| IWD - iShares Russell 1000 Value ETF | Add 12% ($608.1K) | 1.12% | $5.5M | +24.76% | -2.94% | +7.31% | |
| IWF - iShares Russell 1000 Growth ETF | Add 1% ($59.8K) | 1.10% | $5.4M | +76.09% | +6.78% | +39.66% | |
| IEMG - iShares Core MSCI Emerging Markets ETF | Add 69% ($2.0M) | 0.99% | $4.9M | +17.20% | -6.91% | -2.80% | |
| LOW - Lowes Companies, Inc. | New Purchase | 0.93% | $4.6M | +20.58% | +2.04% | +7.34% | |
| VT - Vanguard Total World Stock Index ETF | Reduce 3% $(155.2K) | 0.90% | $4.4M | +39.24% | +0.77% | +15.44% | |
| BND - Vanguard Total Bond Market ETF | Add 55% ($1.4M) | 0.78% | $3.8M | +6.08% | +0.27% | +1.79% | |
| IDEV - iShares Core MSCI Intl Developed Markets ETF | Reduce 20% $(800.2K) | 0.64% | $3.1M | +29.14% | +2.26% | +8.13% | |
| TFC - Truist Financial Corp. | Add 694% ($2.6M) | 0.60% | $2.9M | -3.21% | -35.16% | -17.03% | |
| VTI - Vanguard Total Stock Market ETF | Reduce 2% $(35.0K) | 0.42% | $2.1M | +48.19% | +1.35% | +22.51% | |
| MSFT - Microsoft Corp. | Add 3% ($62.1K) | 0.41% | $2.0M | +85.68% | +22.73% | +66.01% | |
| VTWO - Vanguard Russell 2000 ETF | Reduce 3% $(49.1K) | 0.39% | $1.9M | +14.38% | -7.26% | +7.86% | |
| TIP - iShares TIPS Bond ETF | Add 9% ($143.6K) | 0.37% | $1.8M | +6.22% | +1.01% | +1.02% | |
| BRK.B - Berkshire Hathaway Inc. | Add 182% ($1.1M) | 0.36% | $1.8M | +63.77% | +5.31% | +23.69% | |
| CSCO - Cisco Systems Inc. | New Purchase | 0.34% | $1.7M | +42.96% | -2.47% | +12.02% | |
| CADE - Cadence Bank | Add 9% ($131.4K) | 0.31% | $1.5M | +36.05% | -19.30% | +22.07% | |
| VTV - Vanguard Value ETF | Add 1% ($10.2K) | 0.29% | $1.4M | +26.00% | -2.53% | +8.20% | |
| STPZ - PIMCO 1-5 Year U.S. TIPS Index ETF | Add 43% ($407.7K) | 0.28% | $1.3M | +11.48% | +1.43% | +3.69% | |
| VOOV - Vanguard S&P 500 Value ETF | Add 44% ($383.6K) | 0.26% | $1.3M | +29.56% | +0.08% | +16.37% | |
| DUK - Duke Energy Corp. | Add 162% ($699.6K) | 0.23% | $1.1M | +25.64% | -0.71% | -1.21% | |
| IVV - iShares Core S&P 500 ETF | Reduce 3% $(37.3K) | 0.21% | $1.0M | +51.13% | +2.59% | +23.70% | |
| HALO - Halozyme Therapeutics, Inc. | New Purchase | 0.21% | $1.0M | -8.04% | -39.43% | -35.36% | |
| MRNA - Moderna, Inc. | New Purchase | 0.18% | $898.1K | -87.68% | -32.22% | -45.37% | |
| VONV - Vanguard Russell 1000 Value ETF | New Purchase | 0.18% | $896.5K | +25.46% | -2.72% | +7.65% | |
| COST - Costco Wholesale Corp. | New Purchase | 0.17% | $838.2K | +110.08% | +0.48% | +43.10% | |
| KO - Coca-Cola Co. | Add 26% ($167.7K) | 0.16% | $803.4K | +26.05% | +5.47% | +1.27% | |
| BAC - Bank of America Corp. | New Purchase | 0.16% | $803.2K | +33.25% | -17.95% | -2.21% | |
| XOM - Exxon Mobil Corp. | 0.16% | $767.5K | +1.10% | +0.67% | -8.81% | ||
| ESGV - Vanguard ESG U.S. Stock ETF | New Purchase | 0.15% | $725.6K | +52.46% | +2.47% | +26.67% | |
| HD - Home Depot Inc. | 0.15% | $714.1K | +28.59% | -5.12% | +17.17% | ||
| OKE - ONEOK Inc. | New Purchase | 0.13% | $657.0K | +40.86% | -4.74% | +7.66% | |
| IVW - iShares S&P 500 Growth ETF | 0.12% | $603.6K | +70.81% | +4.81% | +30.28% | ||
| ALL - Allstate Corporation | Add 7% ($36.9K) | 0.12% | $591.9K | +69.18% | -9.55% | +25.36% | |
| MS - Morgan Stanley | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF | Reduce 100% | 0.00% | $0.00 | ||||
| GOOG - Alphabet Inc. Cl C | Reduce 100% | 0.00% | $0.00 | ||||
| SSB - South State Corporation | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - Johnson & Johnson Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| VTHR - Vanguard Russell 3000 ETF | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UnitedHealth Group Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| DSI - iShares MSCI KLD 400 Social ETF | Reduce 100% | 0.00% | $0.00 | ||||
| DVY - iShares Select Dividend ETF | Reduce 100% | 0.00% | $0.00 | ||||