Arlington Financial Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

The financial landscape is ever-changing, and it is essential for investors and financial advisors to stay updated with the latest trends. In this blog post, we will analyze the Q3 2023 and Q4 2023 13F holdings comparison for Arlington Financial Advisors, LLC. This report provides valuable insights into the changes in holdings for various issuers, highlighting the shifting investment strategies in the market.

During the specified period, Arlington Financial Advisors, LLC made noteworthy adjustments to its portfolio. Let's delve into the data and analyze the key changes:

1. SCHWAB STRATEGIC TR - FNDF

- Q3 2023 (SHARES): 777,805

- Q4 2023 (SHARES): 806,574

- Q3 2023 VALUE ($000): 24,633

- Q4 2023 VALUE ($000): 27,205

- Chg %: 10.4

Arlington Financial Advisors, LLC increased its holdings in SCHWAB STRATEGIC TR by 28,769 shares, representing a 10.4% increase in value. This suggests growing confidence in the performance and potential of this investment.

2. APPLE INC - AAPL

- Q3 2023 (SHARES): 133,042

- Q4 2023 (SHARES): 124,954

- Q3 2023 VALUE ($000): 22,778

- Q4 2023 VALUE ($000): 24,057

- Chg %: 5.6

The holdings in APPLE INC decreased by 8,088 shares, indicating a slight reduction in confidence. However, the investment value remained relatively stable, with only a 5.6% decrease.

3. SCHWAB STRATEGIC TR - FNDX

- Q3 2023 (SHARES): 350,612

- Q4 2023 (SHARES): 352,140

- Q3 2023 VALUE ($000): 19,623

- Q4 2023 VALUE ($000): 21,811

- Chg %: 11.1

Arlington Financial Advisors, LLC increased its holdings in SCHWAB STRATEGIC TR's FNDX by 1,528 shares, representing an 11.1% increase in value. This suggests a positive outlook for this particular investment.

4. SCHWAB STRATEGIC TR - FNDA

- Q3 2023 (SHARES): 365,491

- Q4 2023 (SHARES): 338,144

- Q3 2023 VALUE ($000): 17,722

- Q4 2023 VALUE ($000): 18,716

- Chg %: 5.6

Arlington Financial Advisors, LLC reduced its holdings in SCHWAB STRATEGIC TR's FNDA by 27,347 shares. This 5.6% decrease suggests a realignment of investment strategies.

5. ETF SER SOLUTIONS - DSTL

- Q3 2023 (SHARES): 411,087

- Q4 2023 (SHARES): 354,689

- Q3 2023 VALUE ($000): 18,350

- Q4 2023 VALUE ($000): 17,510

- Chg %: -4.6

The holdings in ETF SER SOLUTIONS' DSTL decreased by 56,398 shares, indicating a 4.6% decrease in value. This adjustment could be due to various market factors or a change in investment strategy.

6. J P MORGAN EXCHANGE TRADED F - JAVA

- Q3 2023 (SHARES): 244,910

- Q4 2023 (SHARES): 251,055

- Q3 2023 VALUE ($000): 12,554

- Q4 2023 VALUE ($000): 13,963

- Chg %: 11.2

Arlington Financial Advisors, LLC increased its holdings in J P MORGAN EXCHANGE TRADED F's JAVA by 6,145 shares, indicating a 11.2% increase in value. This suggests a positive sentiment towards this investment.

The data presented above provides a snapshot of the changes in holdings for Arlington Financial Advisors, LLC during the Q3 2023 and Q4 2023 period. These adjustments may be influenced by various factors, such as market conditions, company performance, or investment strategies. It is important to note that these changes are subject to ongoing analysis and may have a significant impact on the overall portfolio.

Stay tuned for more updates as we continue to explore the dynamic world of financial investments!