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Home > Institutional Investor > Arbor Trust Wealth Advisors, Llc > Profile

Instuitional Investor - Arbor Trust Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Arbor Trust Wealth Advisors, Llc
Portfolio Value $213,460,015
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 395,345 $10,955,000 5.13%
2.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
 221,972 $10,269,657 4.81%
3.
Schwab Strategic Trust
 FNDF 368,316 $10,264,957 4.8%
4.
Schwab Strategic Trust
 FNDF 553,349 $10,236,950 4.79%
5.
Apple Inc.
 AAPL 36,432 $9,123,302 4.27%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)