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CIK: 0001769089
Total reported value
$844.5M
$844.5M
129 檔
42.1%
The Q4 2024 SEC filing reveals that Arkos Global Advisors held a total portfolio value of $844.5M, covering 129 public equity positions.
During Q4 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 42.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.19% | +1.11% | +0.02% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 11.30% | -0.48% | +2.27% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 8.84% | -0.76% | +0.44% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.47% | +0.89% | +0.48% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.04% | +0.48% | -2.29% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.80% | -0.32% | +110.25% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.91% | -0.61% | +191.63% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.60% | +0.07% | -1.44% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.89% | +0.60% | +1.30% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.54% | -0.67% | -2.29% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.11% | -0.26% | -70.42% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.08% | +0.55% | +1.84% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.92% | +0.77% | +0.26% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.62% | +0.08% | -1.79% | |
| 15 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.59% | +0.01% | +1.77% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 1.58% | -0.53% | -0.55% | |
| 17 | EMLP | First Trust North American E | ETF-Other | 1.42% | -0.07% | +0.18% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.12% | +0.08% | -1.62% | |
| 19 | PGX | Invesco Preferred ETF | ETF-Other | 1.04% | -0.14% | -6.10% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.04% | +0.01% | -0.43% | |
| 21 | SLV | Ishares Silver Trust | ETF-Commodities | 0.99% | -0.04% | +102.55% | |
| 22 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.80% | +0.09% | +1.10% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.57% | +0.03% | -5.11% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.05% | -0.10% | |
| 25 | REET | Ishares Global Reit ETF | ETF-Other | 0.45% | +0.04% | +2.48% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.03% | — | |
| 27 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.43% | -0.09% | +78.79% | |
| 28 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.41% | — | +1.11% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.37% | +0.16% | -12.48% | |
| 30 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.31% | -0.05% | +10.82% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-Other | 0.30% | +0.02% | +43.70% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.08% | -3.93% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | — | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.02% | -2.70% | |
| 35 | AMLP | Alerian Mlp ETF | ETF-Other | 0.20% | -0.01% | — | |
| 36 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.20% | — | -19.53% | |
| 37 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.18% | +0.02% | +4.17% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | — | -2.46% | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.16% | -0.01% | -25.34% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.15% | -0.11% | EXIT | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.03% | +2.22% | |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.14% | -0.03% | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | +0.05% | +12.38% | |
| 44 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.12% | -0.03% | EXIT | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.12% | +0.01% | +1.00% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.12% | +0.01% | — | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.12% | — | +2.15% | |
| 48 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.12% | — | -4.99% | |
| 49 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.11% | -0.01% | EXIT | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | — | -22.97% |
According to official SEC Form 13F filings, Arkos Global Advisors reported a total U.S. public equity portfolio value of $844.5M across 129 disclosed positions in Q4 2024.
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During Q4 2024, Arkos Global Advisors's top holdings by market value included VOO (15.2%)、MUB (11.3%)、BND (8.8%). The largest single position, VOO, represented 15.2% of total portfolio value.
In Q4 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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