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Arbor Investment Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Arbor Investment Advisors, LLC
Filed: 2023-04-21 (Q1 2023) | Holdings: 105 | Value: $543.2M | 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% $(446.6K) | 14.75% | $80.1M | +47.30% | +10.89% | +23.22% | |
| PRF - Invesco FTSE RAFI US 1000 ETF | Reduce 1% $(354.5K) | 12.70% | $69.0M | +34.61% | +7.36% | +19.40% | |
| VEA - Vanguard FTSE Developed Markets ETF | Reduce 2% $(1.3M) | 12.19% | $66.2M | +25.23% | +2.75% | +7.96% | |
| TFLO - iShares Treasury Floating Rate Bond ETF | Add 502% ($27.8M) | 6.14% | $33.4M | +10.90% | +1.39% | +5.49% | |
| EFA - iShares MSCI EAFE ETF | Reduce 2% $(542.2K) | 5.22% | $28.3M | +25.71% | +2.07% | +7.84% | |
| VWO - Vanguard FTSE Emerging Markets ETF | Add 3% ($868.2K) | 5.14% | $27.9M | +27.86% | +5.58% | +7.15% | |
| PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF | 4.73% | $25.7M | +25.95% | +11.93% | +15.31% | ||
| STIP - iShares 0-5 Year TIPS Bond ETF | Add 21% ($4.2M) | 4.37% | $23.7M | +10.48% | -0.34% | +2.98% | |
| JPST - JPMorgan Ultra-Short Income ETF | 2.96% | $16.1M | +11.46% | +0.88% | +5.39% | ||
| BSV - Vanguard Short-Term Bond ETF | Add 6% ($873.8K) | 2.75% | $14.9M | +9.19% | -0.41% | +2.27% | |
| MINT - PIMCO Enhanced Short Maturity Active ETF | Add 13% ($1.7M) | 2.71% | $14.7M | +12.50% | +1.71% | +6.58% | |
| AAPL - Apple Inc. | 2.12% | $11.5M | +29.61% | +16.98% | +1.05% | ||
| IEFA - iShares Core MSCI EAFE ETF | Reduce 1% $(97.0K) | 1.78% | $9.7M | +25.67% | +2.16% | +7.56% | |
| VONE - Vanguard Russell 1000 ETF | Add 3% ($290.7K) | 1.73% | $9.4M | +47.43% | +10.78% | +23.18% | |
| IWM - iShares Russell 2000 ETF | Add 2% ($210.2K) | 1.62% | $8.8M | +20.31% | +10.20% | +11.61% | |
| EEM - iShares MSCI Emerging Markets ETF | Reduce 2% $(126.8K) | 1.44% | $7.8M | +25.06% | +5.83% | +5.91% | |
| AGG - iShares Core U.S. Aggregate Bond ETF | Reduce 10% $(828.3K) | 1.38% | $7.5M | +5.76% | -0.86% | -0.74% | |
| IWF - iShares Russell 1000 Growth ETF | Add 9% ($568.3K) | 1.23% | $6.7M | +65.81% | +15.18% | +31.98% | |
| IWD - iShares Russell 1000 Value ETF | Add 9% ($519.7K) | 1.11% | $6.0M | +27.75% | +6.29% | +13.92% | |
| BND - Vanguard Total Bond Market ETF | Add 28% ($1.1M) | 0.93% | $5.0M | +5.87% | -0.78% | -0.57% | |
| VT - Vanguard Total World Stock Index ETF | Add 6% ($265.1K) | 0.91% | $5.0M | +38.10% | +7.84% | +16.62% | |
| IEMG - iShares Core MSCI Emerging Markets ETF | Reduce 3% $(134.8K) | 0.91% | $4.9M | +26.06% | +6.57% | +7.77% | |
| LOW - Lowes Companies, Inc. | Reduce 1% $(38.6K) | 0.84% | $4.5M | +15.51% | +11.83% | +12.24% | |
| VTIP - Vanguard Short-Term Inflation-Protected Securities ETF | Reduce 32% $(2.1M) | 0.81% | $4.4M | +10.48% | -0.31% | +3.05% | |
| IDEV - iShares Core MSCI Intl Developed Markets ETF | Reduce 5% $(165.4K) | 0.59% | $3.2M | +26.15% | +2.17% | +7.59% | |
| MSFT - Microsoft Corp. | 0.44% | $2.4M | +63.49% | +22.61% | +43.31% | ||
| TFC - Truist Financial Corp. | Reduce 1% $(22.0K) | 0.42% | $2.3M | +48.70% | +8.37% | +29.23% | |
| VTI - Vanguard Total Stock Market ETF | 0.41% | $2.2M | +45.93% | +10.88% | +22.72% | ||
| TIP - iShares TIPS Bond ETF | Add 14% ($271.1K) | 0.40% | $2.2M | +5.27% | -0.82% | -1.14% | |
| CSCO - Cisco Systems Inc. | 0.34% | $1.8M | +45.06% | +13.74% | +5.50% | ||
| VTWO - Vanguard Russell 2000 ETF | Reduce 7% $(141.3K) | 0.33% | $1.8M | +20.73% | +10.32% | +11.80% | |
| BRK.B - Berkshire Hathaway Inc. | 0.32% | $1.8M | +56.38% | +7.77% | +26.00% | ||
| VTV - Vanguard Value ETF | Add 3% ($37.4K) | 0.27% | $1.4M | +28.41% | +5.62% | +14.94% | |
| VOOV - Vanguard S&P 500 Value ETF | 0.24% | $1.3M | +29.56% | +8.98% | +19.85% | ||
| CADE - Cadence Bank | 0.24% | $1.3M | +69.08% | +14.91% | +41.60% | ||
| IVV - iShares Core S&P 500 ETF | Add 15% ($170.2K) | 0.23% | $1.3M | +47.49% | +10.70% | +23.18% | |
| STPZ - PIMCO 1-5 Year U.S. TIPS Index ETF | Reduce 19% $(254.9K) | 0.21% | $1.1M | +9.93% | -0.60% | +2.38% | |
| DUK - Duke Energy Corp. | 0.20% | $1.1M | +27.66% | -2.90% | +4.01% | ||
| COST - Costco Wholesale Corp. | 0.17% | $912.6K | +107.08% | +11.66% | +45.64% | ||
| VONV - Vanguard Russell 1000 Value ETF | Reduce 3% $(29.6K) | 0.16% | $870.0K | +28.17% | +6.31% | +14.11% | |
| ESGV - Vanguard ESG U.S. Stock ETF | Add 7% ($51.5K) | 0.15% | $841.5K | +48.92% | +12.11% | +24.16% | |
| TSLA - Tesla Inc. | New Purchase | 0.15% | $810.3K | +108.21% | +63.41% | -13.73% | |
| KO - Coca-Cola Co. | 0.14% | $783.4K | +17.53% | -2.80% | -3.50% | ||
| MRNA - Moderna, Inc. | 0.14% | $767.9K | -83.21% | -12.68% | -25.85% | ||
| XOM - Exxon Mobil Corp. | 0.14% | $764.6K | +1.22% | -8.18% | +7.72% | ||
| ASML - ASM Lithography Holdings | New Purchase | 0.13% | $703.9K | +20.46% | +7.08% | +37.18% | |
| BAC - Bank of America Corp. | 0.13% | $693.7K | +57.50% | +10.48% | +30.67% | ||
| HALO - Halozyme Therapeutics, Inc. | 0.13% | $685.5K | +42.84% | +24.77% | +12.96% | ||
| HD - Home Depot Inc. | 0.12% | $667.2K | +32.78% | +9.15% | +15.01% | ||
| IVW - iShares S&P 500 Growth ETF | 0.12% | $659.2K | +63.23% | +12.24% | +25.99% | ||
| OKE - ONEOK Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| ALL - Allstate Corporation | Reduce 100% | 0.00% | $0.00 | ||||