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CIK: 0001769089
Total reported value
$844.5M
$844.5M
144 檔
37.4%
The Q1 2024 SEC filing reveals that Arkos Global Advisors held a total portfolio value of $844.5M, covering 144 public equity positions.
During Q1 2024, Arkos Global Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, MUB, IEFA) accounted for 37.4% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.61% | +1.11% | +1.14% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 11.51% | -0.48% | +1.01% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.43% | +0.89% | +2.01% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 9.08% | -0.76% | +0.89% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.98% | +0.48% | -2.68% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.25% | -0.26% | +0.90% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.13% | +0.07% | -4.16% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.51% | +0.60% | +425.76% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.46% | -0.67% | -0.27% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.91% | +0.77% | +5.95% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.84% | +0.08% | -2.20% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.81% | +0.55% | +5.43% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.77% | +0.01% | +11.32% | |
| 14 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.52% | — | +8.59% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 1.38% | -0.53% | +1.64% | |
| 16 | EMLP | First Trust North American E | ETF-Other | 1.34% | -0.07% | -2.79% | |
| 17 | PGX | Invesco Preferred ETF | ETF-Other | 1.30% | -0.14% | +1.65% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.27% | +0.08% | -2.67% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.09% | +0.01% | +10.34% | |
| 20 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.84% | +0.09% | -1.99% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.72% | +0.03% | -2.30% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.56% | +0.16% | +0.09% | |
| 23 | REET | Ishares Global Reit ETF | ETF-Other | 0.48% | +0.04% | -1.32% | |
| 24 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.45% | — | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.43% | +0.05% | +2.10% | |
| 26 | SUB | Ishares Short-term National | ETF-Other | 0.42% | — | -8.46% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | +0.03% | +99.85% | |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.35% | -0.01% | +0.01% | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.30% | -0.09% | -3.03% | |
| 30 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.28% | — | — | |
| 31 | IDV | Ishares International Select | ETF-Other | 0.25% | -0.01% | -1.87% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.25% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.08% | -5.52% | |
| 34 | AMLP | Alerian Mlp ETF | ETF-Other | 0.23% | -0.01% | — | |
| 35 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.22% | -0.03% | EXIT | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.01% | +57.75% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.21% | +0.01% | -0.72% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.02% | +200.51% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.03% | -11.90% | |
| 40 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.16% | -0.05% | — | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.16% | -0.03% | +48.57% | |
| 42 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.16% | — | -4.30% | |
| 43 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.15% | +0.02% | +71.66% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | — | -7.09% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.15% | -0.11% | EXIT | |
| 46 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.14% | — | -0.37% | |
| 47 | SHEL | Shell Plc-adr | Stock-Energy | 0.14% | -0.02% | +14.82% | |
| 48 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.14% | -0.01% | EXIT | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.14% | -0.01% | +84.09% | |
| 50 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.13% | -0.03% | EXIT |
According to official SEC Form 13F filings, Arkos Global Advisors reported a total U.S. public equity portfolio value of $844.5M across 144 disclosed positions in Q1 2024.
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During Q1 2024, Arkos Global Advisors's top holdings by market value included VOO (13.6%)、MUB (11.5%)、IEFA (9.4%). The largest single position, VOO, represented 13.6% of total portfolio value.
In Q1 2024, Arkos Global Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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