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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ArborFi Advisors, LLC

Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001214659-25-002906

Total Value
$99.6M
Positions
45
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (45)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720025,290$14.9M14.94%
2SPDR SER TR78464A409129,232$11.4M11.40%
3VANGUARD WHITEHALL FDS92194640664,583$8.2M8.27%
4DIMENSIONAL ETF TRUST25434V872194,976$8.0M8.08%
5DIMENSIONAL ETF TRUST25434V203249,450$7.3M7.31%
6DIMENSIONAL ETF TRUST25434V831155,797$5.3M5.28%
7BLACKROCK ETF TRUSTBLK76,914$3.9M3.96%
8SPDR SER TR78464A84769,941$3.8M3.84%
9SPDR SER TR78464A672132,862$3.7M3.72%
10SPDR SER TR78468R85358,005$2.6M2.62%
11ISHARES TR46428858825,571$2.3M2.35%
12SPDR SER TR78464A50844,207$2.3M2.27%
13FIDELITY COVINGTON TRUST31609280810,811$2.0M2.01%
14DIMENSIONAL ETF TRUST25434V30272,572$1.8M1.85%
15VANGUARD SCOTTSDALE FDS92206C10228,259$1.6M1.65%
16ISHARES TR46434V86028,531$1.4M1.45%
17ISHARES TR46434V40731,474$1.3M1.35%
18VANGUARD INDEX FDS9229087694,615$1.3M1.34%
19INVESCO EXCH TRD SLF IDX FDIVZ71,238$1.3M1.31%
20INVESCO EXCH TRADED FD TR IIIVZ13,751$1.3M1.31%
21INVESCO EXCH TRD SLF IDX FDIVZ61,707$1.2M1.25%
22INVESCO EXCH TRD SLF IDX FDIVZ56,495$1.2M1.17%
23INVESCO EXCH TRD SLF IDX FDIVZ59,085$1.2M1.16%
24VANGUARD INTL EQUITY INDEX F92204277519,806$1.1M1.14%
25INVESCO EXCH TRD SLF IDX FDIVZ55,727$1.1M1.09%
26INVESCO EXCH TRD SLF IDX FDIVZ61,312$1.0M1.01%
27VANGUARD INDEX FDS9229083631,355$730,0880.73%
28BERKSHIRE HATHAWAY INC DELBRK-A1$680,9200.68%
29APPLE INCAAPL1,963$491,5740.49%
30SPDR S&P MIDCAP 400 ETF TRMDY807$459,6510.46%
31MICROSOFT CORPMSFT1,072$451,8480.45%
32BERKSHIRE HATHAWAY INC DELBRK-A988$447,8410.45%
33ALPHABET INCGOOG2,208$417,9740.42%
34ISHARES TR46429B6974,121$365,9040.37%
35DIMENSIONAL ETF TRUST25434V8496,847$327,0810.33%
36ISHARES TR4642878042,732$314,7810.32%
37ISHARES TR4642884142,682$285,7670.29%
38INVESCO QQQ TRIVZ516$263,7950.26%
39AMAZON COM INCAMZN1,185$259,9770.26%
40VANGUARD INDEX FDS922908637952$256,7540.26%
41ISHARES TR4642881582,331$245,8740.25%
42ISHARES TR46435G4251,743$224,5330.23%
43ISHARES TR46432F3391,241$220,9970.22%
44SCHWAB STRATEGIC TR8085248708,066$208,3450.21%
45VANGUARD WORLD FD92204A702326$202,7070.20%