Arkos Global Advisors

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CIK 1769089

13F portfolio (2026-Q1)

$797M

Positions

199

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

199

Top 5

45.9%

Top 10

68.7%

Effective N

16.2

HHI

0.062

This quarter

79 new · 0 exit →

By sector

Unclassified95.2%

Information Technology1.3%

Consumer Discretionary0.8%

Financials0.7%

Communication Services0.5%

Utilities0.4%

Energy0.4%

Consumer Staples0.2%

Other0.4%

By market cap

Unknown95.4%

Mega (>$200B)3.2%

Large ($10–200B)1.3%

Mid ($2–10B)0.1%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

Other95.2%

North America4.6%

Europe0.1%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	95.31%	113
Specialty Retail	0.65%	4
Banks	0.53%	9
Technology Hardware & Equipment	0.52%	2
Software & IT Services	0.49%	4
Semiconductors & Semiconductor Equipment	0.45%	5
Utilities	0.45%	10
Oil, Gas & Consumable Fuels	0.37%	8
Software	0.34%	5
Pharmaceuticals & Biotechnology	0.12%	7
Beverages	0.12%	3
Commercial Services & Supplies	0.09%	3
Automobiles & Components	0.09%	3
Hotels, Restaurants & Leisure	0.08%	3
Chemicals	0.06%	2
Diversified Telecommunication Services	0.06%	2
Metals & Mining	0.05%	1
Equity Real Estate Investment Trusts (REITs)	0.04%	3
Tobacco	0.04%	2
Health Care Equipment & Supplies	0.03%	1
Capital Markets	0.03%	1
Machinery	0.03%	1
Insurance	0.02%	1
Road & Rail	0.02%	1
Food Products	0.02%	3
Real Estate Management & Development	0.01%	1
Life Sciences Tools & Services	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VOO	VANGUARD INDEX FDS	Unclassified	13.49%
2	IEFA	ISHARES TR	Unclassified	12.43%
3	IEF	ISHARES TR	Unclassified	7.20%
4	VCIT	VANGUARD SCOTTSDALE FDS	Unclassified	6.57%
5	BND	VANGUARD BD INDEX FDS	Unclassified	6.18%
6	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	6.06%
7	MUB	ISHARES TR	Unclassified	5.90%
8	IJH	ISHARES TR	Unclassified	3.89%
9	IAU	ISHARES GOLD TR	Unclassified	3.59%
10	GLD	SPDR GOLD TR	Unclassified	3.43%

87/199 names classified · sector 4.8% of weight · industry 4.7% · mkt cap 4.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 30 quarters

Information TechnologyAAPL, MSFT, AVGO, NVDA, CRM · other

Consumer DiscretionaryWMT, AMZN, COST, HD, TSLA · other

FinancialsBRK.B, CM, JPM, GS, COIN · other

Communication ServicesGOOGL, VZ, DIS, T, GOOG · other

Health CareBSX, BMY, MRK, PFE, LLY · other

EnergySHEL, CVX, XOM, MPC, EOG · other

UtilitiesWMB, EPD, ET, DUK, TRGP · other

MaterialsAEM, WPM, PG, HL, NEM · other

Consumer StaplesKO, PEP, PM, KHC, SJM · other

IndustrialsMMM, CMI, JCI, FDX, FIS · other

Real EstateHR, CCI, WPC, NLY, AMT · other

UnclassifiedSPY, BND, VCSH, VOO, MUB · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 4.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 4% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (69 classified)Arkos Global Advisors centroid (Large Core)

Information TechnologyConsumer DiscretionaryCommunication ServicesFinancialsUtilitiesEnergyConsumer StaplesHealth CareMaterialsIndustrialsReal Estate

Style box summary for Arkos Global Advisors: centroid Large Core. Heaviest cells: Large Growth 1.9%, Large Core 1.1%, Large Value 0.6%.

Classified: 4.3% of book weight (69/199 names) · unclassified 95.7%: VOO, IEFA, IEF, VCIT, BND, SPY, MUB, IJH, IAU, GLD +120 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 199 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VOOVANGUARD INDEX FDS	179,883	$107M	13.5%	HOLD
2	IEFAISHARES TR	1,094,096	$99M	12.4%	ADD 5%
3	IEFISHARES TR	601,226	$57M	7.2%	HOLD
4	VCITVANGUARD SCOTTSDALE FDS	632,398	$52M	6.6%	HOLD
5	BNDVANGUARD BD INDEX FDS	668,994	$49M	6.2%	HOLD
6	SPYSTATE STR SPDR S&P 500 ETF T	74,260	$48M	6.1%	HOLD
7	MUBISHARES TR	443,046	$47M	5.9%	TRIM −5%
8	IJHISHARES TR	459,181	$31M	3.9%	ADD 7%
9	IAUISHARES GOLD TR	324,168	$29M	3.6%	ADD 3%
10	GLDSPDR GOLD TR	63,607	$27M	3.4%	TRIM −2%
11	IEMGISHARES INC	311,610	$22M	2.7%	ADD 6%
12	IJRISHARES TR	149,126	$19M	2.3%	ADD 6%
13	VYMVANGUARD WHITEHALL FDS	121,968	$18M	2.3%	HOLD
14	VYMIVANGUARD WHITEHALL FDS	172,053	$16M	2.0%	ADD 3%
15	XLUSELECT SECTOR SPDR TR	334,050	$15M	1.9%	HOLD
16	EMLPFirst TR. Ex. Tr. FD N. American Energy	293,750	$13M	1.6%	ADD 2%
17	VOVANGUARD INDEX FDS	39,708	$11M	1.4%	HOLD
18	DGROISHARES CORE DIVIDEND GROWTH ETF	120,231	$8M	1.1%	ADD 3%
19	FBTCFIDELITY WISE ORIGIN BITCOIN	134,855	$8M	1.0%	ADD 36%
20	VBVANGUARD INDEX FDS	29,345	$8M	1.0%	HOLD
21	RSPINVESCO EXCHANGE TRADED FD T	35,712	$7M	0.9%	ADD 8%
22	CWBSPDR SER TR	73,471	$7M	0.8%	ADD 3%
23	VCSHVANGUARD SCOTTSDALE FDS	70,491	$6M	0.7%	HOLD
24	AAPLAPPLE INC	15,617	$4M	0.5%	ADD 6%
25	PSLVSPROTT ASSET MANAGEMENT LP	140,600	$3M	0.4%	NEW
26	PGXINVESCO EXCH TRADED FD TR II	312,676	$3M	0.4%	TRIM −22%
27	GDXVANECK ETF TRUST GOLD MINERS ETF	36,673	$3M	0.4%	HOLD
28	ACWIISHARES TR	23,634	$3M	0.4%	HOLD
29	GOOGLALPHABET INC	11,124	$3M	0.4%	ADD 11%
30	PFFISHARES TR	102,421	$3M	0.4%	ADD 22%
31	REETISHARES TR	90,187	$2M	0.3%	TRIM −27%
32	SDVYFIRST TR EXCHANGE TRADED FD	54,144	$2M	0.3%	ADD 10%
33	AMZNAMAZON COM INC	9,103	$2M	0.2%	ADD 34%
34	MSFTMICROSOFT CORP	4,961	$2M	0.2%	ADD 55%
35	PHYSSprott Physical Gold Trust	51,283	$2M	0.2%	HOLD
36	WMTWALMART INC	14,292	$2M	0.2%	ADD 3%
37	VUGVANGUARD INDEX FDS	3,682	$2M	0.2%	TRIM −3%
38	COINCOINBASE GLOBAL INC	9,149	$2M	0.2%	ADD 295%
39	AMLPALPS ETF TR	28,910	$2M	0.2%	HOLD
40	XLESELECT SECTOR SPDR TR	24,211	$1M	0.2%	ADD 182%
41	IDVISHARES TR	31,529	$1M	0.2%	ADD 6%
42	QQQINVESCO QQQ TR	2,247	$1M	0.2%	ADD 6%
43	NVDANVIDIA CORPORATION	7,421	$1M	0.2%	ADD 45%
44	AVGOBROADCOM INC	4,178	$1M	0.2%	ADD 10%
45	SLVISHARES SILVER TR	15,893	$1M	0.1%	TRIM −13%
46	COSTCOSTCO WHSL CORP NEW	1,080	$1M	0.1%	ADD 22%
47	CVXCHEVRON CORP NEW	4,975	$1M	0.1%	ADD 17%
48	SHVISHARES TR	9,258	$1M	0.1%	HOLD
49	VXUSVANGUARD STAR FDS	12,641	$975,000	0.1%	TRIM −6%
50	SHELSHELL PLC	9,525	$886,000	0.1%	HOLD
51	CHPXGLOBAL X FDS	15,273	$876,000	0.1%	NEW
52	VGTVANGUARD WORLD FD	1,251	$873,000	0.1%	TRIM −23%
53	VTIVANGUARD INDEX FDS	2,570	$824,000	0.1%	ADD 12%
54	VEAVANGUARD TAX-MANAGED FDS	12,488	$800,000	0.1%	TRIM −3%
55	BRK.BBERKSHIRE HATHAWAY INC DEL	1,646	$789,000	0.1%	ADD 13%
56	DONWISDOMTREE TR	14,692	$772,000	0.1%	HOLD
57	JPMJPMORGAN CHASE & CO	2,608	$767,000	0.1%	TRIM −21%
58	SOSOUTHERN CO	7,520	$726,000	0.1%	ADD 12%
59	DIASPDR DOW JONES INDL AVERAGE	1,564	$724,000	0.1%	HOLD
60	RWOSPDR INDEX SHS FDS	14,922	$683,000	0.1%	HOLD
61	CMCANADIAN IMPERIAL BANK OF CO	7,044	$667,000	0.1%	HOLD
62	TLTISHARES TR	7,532	$653,000	0.1%	HOLD
63	HYGISHARES TR	8,143	$648,000	0.1%	HOLD
64	TSLATESLA INC	1,722	$640,000	0.1%	HOLD
65	WMBWILLIAMS COS INC	8,685	$632,000	0.1%	HOLD
66	SCHMSCHWAB STRATEGIC TR	20,396	$631,000	0.1%	HOLD
67	IVVISHARES TR	913	$596,000	0.1%	HOLD
68	VOOGVANGUARD ADMIRAL FDS INC	1,427	$582,000	0.1%	HOLD
69	DUKDUKE ENERGY CORP NEW	4,272	$559,000	0.1%	TRIM −19%
70	VTIPVANGUARD MALVERN FDS	11,102	$555,000	0.1%	HOLD
71	FEXFirst Tr Large Cap Core AlphaDex Fd ETF	4,359	$532,000	0.1%	HOLD
72	DDOMINION ENERGY INC	8,458	$523,000	0.1%	HOLD
73	DESWISDOMTREE TR	13,947	$501,000	0.1%	HOLD
74	SDYSPDR SER TR	3,398	$496,000	0.1%	HOLD
75	KOCOCA COLA CO	6,117	$465,000	0.1%	HOLD
76	LLYELI LILLY & CO	497	$457,000	0.1%	ADD 4%
77	AMATAPPLIED MATLS INC	1,313	$449,000	0.1%	HOLD
78	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	15,200	$443,000	0.1%	HOLD
79	EZUISHARES INC MSCI EURZONE ETF	7,051	$442,000	0.1%	HOLD
80	EPDENTERPRISE PRODS PARTNERS L	11,402	$431,000	0.1%	ADD 4%
81	SUSAISHARES TR	3,048	$403,000	0.1%	TRIM −3%
82	HDHOME DEPOT INC	1,208	$397,000	0.0%	ADD 10%
83	FCXFREEPORT MCMORAN INC	6,707	$394,000	0.0%	NEW
84	VVISA INC	1,280	$387,000	0.0%	ADD 99%
85	EFAISHARES TR	3,968	$385,000	0.0%	HOLD
86	SBUXSTARBUCKS CORP	4,254	$381,000	0.0%	ADD 32%
87	PEPPEPSICO INC	2,411	$374,000	0.0%	TRIM −3%
88	TRGPTARGA RES CORP	1,469	$368,000	0.0%	HOLD
89	VZVERIZON COMMUNICATIONS INC	7,070	$355,000	0.0%	TRIM −3%
90	XLFSELECT SECTOR SPDR TR	7,107	$351,000	0.0%	HOLD
91	BMOBANK MONTREAL MEDIUM	2,557	$346,000	0.0%	HOLD
92	GOOGALPHABET INC	1,203	$345,000	0.0%	ADD 13%
93	VTVVANGUARD INDEX FDS	1,755	$344,000	0.0%	TRIM −6%
94	ESGDISHARES TR	3,566	$341,000	0.0%	TRIM −2%
95	SLBSCHLUMBERGER LTD	6,382	$328,000	0.0%	HOLD
96	METAMETA PLATFORMS INC	568	$325,000	0.0%	TRIM −6%
97	XOMEXXON MOBIL CORP	1,896	$322,000	0.0%	TRIM −77%
98	INTCINTEL CORP	7,187	$317,000	0.0%	HOLD
99	IVEISHARES TR	1,465	$309,000	0.0%	TRIM −11%
100	AXPAMERICAN EXPRESS CO	1,006	$304,000	0.0%	ADD 3%
101	VISVANGUARD WORLD FD	946	$295,000	0.0%	HOLD
102	RYROYAL BK CDA	1,780	$288,000	0.0%	HOLD
103	SHYISHARES TR	3,407	$281,000	0.0%	HOLD
104	PGPROCTER AND GAMBLE CO	1,834	$265,000	0.0%	TRIM −36%
105	HRHEALTHCARE RLTY TR	14,952	$254,000	0.0%	HOLD
106	JUSTGOLDMAN SACHS ETF TR	2,705	$250,000	0.0%	HOLD
107	BSXBOSTON SCIENTIFIC CORP	3,962	$249,000	0.0%	HOLD
108	ORCLORACLE CORP	1,667	$245,000	0.0%	NEW
109	GSGOLDMAN SACHS GROUP INC	289	$244,000	0.0%	HOLD
110	EWJISHARES INC	2,865	$242,000	0.0%	NEW
111	PLTRPALANTIR TECHNOLOGIES INC	1,602	$234,000	0.0%	TRIM −14%
112	XLPSELECT SECTOR SPDR TR	2,851	$234,000	0.0%	NEW
113	STPZPIMCO ETF TR	4,263	$231,000	0.0%	HOLD
114	NZFNUVEEN MUNICIPAL CREDIT INC	18,890	$230,000	0.0%	TRIM −15%
115	NADNUVEEN QUALITY MUNCP INCOME	19,668	$226,000	0.0%	TRIM −15%
116	PMPHILIP MORRIS INTL INC	1,346	$223,000	0.0%	HOLD
117	UBERUBER TECHNOLOGIES INC	3,103	$223,000	0.0%	NEW
118	TSMTAIWAN SEMICONDUCTOR MFG LTD	654	$221,000	0.0%	TRIM −3%
119	NKENIKE INC	4,164	$220,000	0.0%	HOLD
120	TPLCTIMOTHY PLAN	4,734	$220,000	0.0%	ADD 2%
121	LRCXLAM RESEARCH CORP	960	$205,000	0.0%	NEW
122	FYXFIRST TR EXCHANGE-TRADED ALP	1,657	$198,000	0.0%	NEW
123	EEMAISHARES INC	2,031	$194,000	0.0%	NEW
124	HACKAMPLIFY ETF TR	2,544	$191,000	0.0%	TRIM −2%
125	NOWSERVICENOW INC	1,816	$190,000	0.0%	NEW
126	BIVVANGUARD BD INDEX FDS	2,426	$187,000	0.0%	NEW
127	NEENEXTERA ENERGY INC	1,966	$183,000	0.0%	NEW
128	IVWISHARES TR	1,612	$182,000	0.0%	TRIM −6%
129	SHOPSHOPIFY INC	1,533	$182,000	0.0%	NEW
130	NVGNUVEEN AMT FREE MUN CR INC F	14,698	$181,000	0.0%	TRIM −25%
131	SPLVINVESCO EXCH TRADED FD TR II	2,457	$180,000	0.0%	NEW
132	CSCOCISCO SYS INC	2,307	$179,000	0.0%	NEW
133	MRKMERCK & CO INC	1,463	$176,000	0.0%	NEW
134	NUMGNUSHARES ETF TR	4,278	$176,000	0.0%	HOLD
135	AFLAFLAC INC	1,595	$175,000	0.0%	NEW
136	XLCSELECT SECTOR SPDR TR	1,559	$173,000	0.0%	NEW
137	YUMYUM BRANDS INC	1,098	$171,000	0.0%	NEW
138	XLVSELECT SECTOR SPDR TR	1,137	$167,000	0.0%	NEW
139	SUSBISHARES TR	6,399	$160,000	0.0%	NEW
140	VWOVANGUARD INTL EQUITY INDEX F	2,886	$156,000	0.0%	NEW
141	UPSUNITED PARCEL SERVICE INC	1,564	$154,000	0.0%	NEW
142	EAGGISHARES TR	3,144	$149,000	0.0%	NEW
143	NUSCNUSHARES ETF TR	3,277	$148,000	0.0%	NEW
144	ESGUISHARES TR	1,007	$142,000	0.0%	NEW
145	ZTSZOETIS INC	1,179	$139,000	0.0%	NEW
146	FNXFirst Trust Mid Cap Core AlphaDEX ETF	1,058	$136,000	0.0%	NEW
147	MTDRMATADOR RES CO	2,100	$133,000	0.0%	NEW
148	DBEUDBX ETF TR	2,574	$125,000	0.0%	NEW
149	BACBANK AMERICA CORP	2,520	$123,000	0.0%	NEW
150	ARKKARK ETF TR	1,783	$121,000	0.0%	NEW
151	BBJPJ P MORGAN EXCHANGE TRADED F	1,747	$120,000	0.0%	NEW
152	MOALTRIA GROUP INC	1,723	$114,000	0.0%	NEW
153	BMYBRISTOL-MYERS SQUIBB CO	1,857	$113,000	0.0%	NEW
154	HYTBLACKROCK CORPOR HI YLD FD I	12,998	$111,000	0.0%	HOLD
155	SCHFSCHWAB STRATEGIC TR	4,468	$111,000	0.0%	NEW
156	BTALAGF INVTS TR	7,629	$107,000	0.0%	NEW
157	TAT&T INC	3,685	$107,000	0.0%	NEW
158	CSGPCOSTAR GROUP INC	2,660	$107,000	0.0%	NEW
159	NULGNUSHARES ETF TR	1,123	$102,000	0.0%	NEW
160	CRAKVANECK ETF TRUST	1,794	$89,000	0.0%	TRIM −75%
161	BUDANHEUSER BUSCH INBEV SA/NV	1,252	$87,000	0.0%	NEW
162	FDLFirst Trust Morningstar Div Leaders ETF	1,700	$86,000	0.0%	NEW
163	BNDXVANGUARD CHARLOTTE FDS	1,772	$85,000	0.0%	NEW
164	APAAPA CORPORATION	1,990	$84,000	0.0%	NEW
165	MDLZMONDELEZ INTL INC	1,448	$83,000	0.0%	NEW
166	BSMBLACK STONE MINERALS L P	5,250	$79,000	0.0%	NEW
167	SOFISoFi Technologies, Ince	4,800	$76,000	0.0%	NEW
168	NUBDNUSHARES ETF TR	3,391	$75,000	0.0%	NEW
169	BOTZGLOBAL X FDS	2,192	$73,000	0.0%	NEW
170	NLYANNALY CAPITAL MANAGEMENT IN	3,380	$71,000	0.0%	NEW
171	HALHALLIBURTON CO	1,709	$67,000	0.0%	NEW
172	IQLTISHARES TR	1,385	$64,000	0.0%	NEW
173	BNBROOKFIELD CORP	1,541	$62,000	0.0%	NEW
174	FPEFirst Trust Preferred Secs & Inc ETF	3,400	$60,000	0.0%	NEW
175	KMIKINDER MORGAN INC DEL	1,745	$59,000	0.0%	NEW
176	XNEAXNUVEEN AMT FREE QLTY MUN INC	5,190	$58,000	0.0%	NEW
177	URAGLOBAL X FDS	1,161	$56,000	0.0%	NEW
178	PFEPFIZER INC	2,010	$56,000	0.0%	NEW
179	BPREBLUEROCK PVT REAL ESTATE FD	3,222	$54,000	0.0%	NEW
180	YUMCYUM CHINA HLDGS INC	1,080	$53,000	0.0%	NEW
181	IRENIREN LIMITED	1,503	$52,000	0.0%	NEW
182	FEFIRSTENERGY CORP	1,000	$51,000	0.0%	NEW
183	PULSPGIM ETF TR	1,021	$51,000	0.0%	NEW
184	ETENERGY TRANSFER L P	2,166	$42,000	0.0%	NEW
185	SCHXSCHWAB U.S. LARGE-CAP ETF	1,428	$37,000	0.0%	NEW
186	PDBCINVESCO ACTVELY MNGD ETC FD	1,909	$33,000	0.0%	NEW
187	CPBTHE CAMPBELLS COMPANY	1,426	$32,000	0.0%	NEW
188	FFORD MTR CO	2,788	$32,000	0.0%	NEW
189	NMZNUVEEN MUN HIGH INCOME OPPOR	3,090	$32,000	0.0%	TRIM −81%
190	ABSIABSCI CORPORATION	10,000	$30,000	0.0%	NEW
191	DSMBNY MELLON STRATEGIC MUN BD	5,046	$30,000	0.0%	NEW
192	BHVNBIOHAVEN LTD	3,500	$30,000	0.0%	NEW
193	CIMCHIMERA INVT CORP	2,341	$29,000	0.0%	NEW
194	CAGCONAGRA BRANDS INC	1,471	$23,000	0.0%	NEW
195	PMMPUTNAM MANAGED MUN INCOME TR	3,780	$23,000	0.0%	NEW
196	RIVNRIVIAN AUTOMOTIVE INC	1,191	$18,000	0.0%	NEW
197	GHRSGH RESEARCH PLC	1,180	$17,000	0.0%	NEW
198	CMPSCOMPASS PATHWAYS PLC	1,000	$6,000	0.0%	NEW
199	HCATHEALTH CATALYST INC	1,772	$2,000	0.0%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VOOVANGUARD INDEX FDS

193K

196K

188K

184K

178K

180K

$107M

IEFAISHARES TR

827K

803K

864K

1.0M

1.1M

$99M

IEFISHARES TR

290K

293K

547K

569K

598K

601K

$57M

VCITVANGUARD SCOTTSDALE FDS

581K

589K

559K

564K

630K

632K

$52M

BNDVANGUARD BD INDEX FDS

844K

853K

836K

615K

679K

669K

$49M

SPYSTATE STR SPDR S&P 500 ETF T

94K

92K

83K

81K

75K

74K

$48M

MUBISHARES TR

728K

723K

652K

488K

467K

443K

$47M

IJHISHARES TR

318K

312K

335K

417K

428K

459K

$31M

IAUISHARES GOLD TR

219K

208K

315K

324K

$29M

GLDSPDR GOLD TR

72K

68K

67K

65K

64K

$27M

IEMGISHARES INC

253K

248K

257K

287K

295K

312K

$22M

IJRISHARES TR

124K

127K

137K

138K

141K

149K

$19M

VYMVANGUARD WHITEHALL FDS

193K

201K

124K

122K

120K

122K

$18M

VYMIVANGUARD WHITEHALL FDS

161K

165K

159K

168K

166K

172K

$16M

XLUSELECT SECTOR SPDR TR

—

158K

338K

334K

$15M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Arkos Global Advisors