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CIK: 0001769089
Total reported value
$844.5M
$844.5M
130 檔
39.5%
At the close of Q2 2024, Arkos Global Advisors disclosed equity holdings valued at approximately $844.5M, spread across 130 reported holdings.
During Q2 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, BND) accounted for 39.5% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.00% | +1.11% | +9.15% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 11.13% | -0.48% | +0.66% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 9.71% | -0.76% | +11.13% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.44% | +0.89% | +5.46% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.67% | +0.48% | -4.35% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.42% | -0.26% | +5.27% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.84% | +0.07% | -2.23% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.87% | +0.60% | +22.59% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.46% | -0.67% | -1.34% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.01% | +0.77% | +4.27% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.00% | +0.55% | +17.97% | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.72% | +0.01% | +0.74% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.69% | +0.08% | -2.21% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.52% | -0.53% | +8.50% | |
| 15 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.39% | — | -5.57% | |
| 16 | EMLP | First Trust North American E | ETF-Other | 1.36% | -0.07% | +1.40% | |
| 17 | PGX | Invesco Preferred ETF | ETF-Other | 1.23% | -0.14% | +0.28% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.15% | +0.08% | -2.23% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.04% | +0.01% | -0.02% | |
| 20 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.82% | +0.09% | +2.10% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.66% | +0.03% | -7.26% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.52% | +0.05% | +0.96% | |
| 23 | REET | Ishares Global Reit ETF | ETF-Other | 0.47% | +0.04% | +2.58% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | +0.16% | -12.13% | |
| 25 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.44% | — | +0.83% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | +0.03% | +0.63% | |
| 27 | SUB | Ishares Short-term National | ETF-Other | 0.40% | — | -0.74% | |
| 28 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.31% | -0.09% | -1.04% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.08% | +2.55% | |
| 30 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.26% | — | — | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.25% | -0.01% | -27.95% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.02% | +7.80% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | — | — | |
| 34 | AMLP | Alerian Mlp ETF | ETF-Other | 0.22% | -0.01% | — | |
| 35 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.22% | -0.03% | EXIT | |
| 36 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.20% | -0.05% | +52.32% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.03% | -2.96% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.17% | +0.01% | -14.59% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-Other | 0.17% | +0.02% | +142.32% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.15% | -0.11% | EXIT | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.15% | -0.03% | +0.94% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | — | +20.92% | |
| 43 | IDV | Ishares International Select | ETF-Other | 0.15% | -0.01% | -36.43% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.15% | +0.02% | +5.77% | |
| 45 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.14% | -0.01% | EXIT | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | — | -7.17% | |
| 47 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.13% | -0.03% | EXIT | |
| 48 | SHEL | Shell Plc-adr | Stock-Energy | 0.13% | -0.02% | -12.98% | |
| 49 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.13% | — | -0.44% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.13% | +0.01% | — |
According to official SEC Form 13F filings, Arkos Global Advisors reported a total U.S. public equity portfolio value of $844.5M across 130 disclosed positions in Q2 2024.
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During Q2 2024, Arkos Global Advisors's top holdings by market value included VOO (15.0%)、MUB (11.1%)、BND (9.7%). The largest single position, VOO, represented 15.0% of total portfolio value.
In Q2 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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