ARKANSAS FINANCIAL GROUP, INC.

data from 30/09/2025

Capitalization

$ 677.406 M 4.77 %

Average holding period

17 ans

Performance

$ 234.584 M 72.43 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ARKANSAS FINANCIAL GROUP, INC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE 15.38% 104.197 M $ 222877 2013/12/31 5.328 M $ 5.22 %
2025/09/30 IJH ISHARES TR 9.98% 67.624 M $ 1028195 2013/12/31 3.579 M $ 5.11 %
2025/09/30 VO VANGUARD INDEX FDS 6.67% 45.191 M $ 153082 2013/12/31 2.205 M $ 4.93 %
2025/09/30 IVV ISHARES TR 5.92% 40.104 M $ 59641 2013/12/31 2.883 M $ 7.76 %
2025/09/30 SPSB SPDR SERIES TRUST 5.62% 38.097 M $ 1261485 2022/06/30 120.686 K $ 0.33 %
2025/09/30 QQQ INVESCO QQQ TR 5.56% 37.668 M $ 62448 2021/06/30 2.663 M $ 8.82 %
2025/09/30 IGSB ISHARES TR 4.82% 32.640 M $ 616773 2013/12/31 178.149 K $ 0.52 %
2025/09/30 SPBO SPDR SERIES TRUST 3.12% 21.127 M $ 713518 2022/06/30 226.019 K $ 1.42 %
2025/09/30 SUB ISHARES TR 2.68% 18.182 M $ 170439 2022/12/31 76.039 K $ 0.41 %
2025/09/30 IGIB ISHARES TR 2.56% 17.321 M $ 320408 2013/12/31 248.558 K $ 1.52 %
2025/09/30 STIP ISHARES TR 2.48% 16.799 M $ 162859 2022/12/31 71.721 K $ 0.44 %
2025/09/30 TIP ISHARES TR 2.35% 15.902 M $ 143199 2016/12/31 182.975 K $ 1.08 %
2025/09/30 VGT VANGUARD WORLD FD 2.23% 15.074 M $ 19947 2020/03/31 1.661 M $ 12.42 %
2025/09/30 EMXC ISHARES INC 2.14% 14.493 M $ 210505 2022/12/31 929.420 K $ 6.89 %
2025/09/30 FDM FIRST TR EXCHANGE-TRADED FD 1.96% 13.262 M $ 175735 2022/12/31 719.673 K $ 5.64 %
2025/09/30 IHI ISHARES TR 1.79% 12.094 M $ 199465 2019/06/30 -493.345 K $ -4.16 %
2025/09/30 IYG ISHARES TR 1.53% 10.359 M $ 116223 2020/03/31 469.342 K $ 4.70 %
2025/09/30 IWC ISHARES TR 1.27% 8.576 M $ 56396 2018/12/31 1.256 M $ 16.19 %
2025/09/30 GUNR FLEXSHARES TR 1.19% 8.033 M $ 183145 2019/09/30 722.890 K $ 9.00 %
2025/09/30 SCHE SCHWAB STRATEGIC TR 1.07% 7.220 M $ 213934 2020/03/31 696.504 K $ 10.68 %
2025/09/30 IYH ISHARES TR 1.03% 6.990 M $ 114293 2022/09/30 244.908 K $ 3.96 %
2025/09/30 IAGG ISHARES TR 1.02% 6.911 M $ 134589 2019/09/30 19.998 K $ 0.27 %
2025/09/30 MUB ISHARES TR 0.93% 6.297 M $ 59194 2014/12/31 143.415 K $ 1.93 %
2025/09/30 BNDX VANGUARD CHARLOTTE FDS 0.92% 6.231 M $ 126106 2022/12/31 -6.391 K $ -0.10 %
2025/09/30 IJR ISHARES TR 0.90% 6.080 M $ 50633 2013/12/31 543.503 K $ 8.52 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.85% 5.725 M $ 8554 2013/12/31 436.951 K $ 7.79 %
2025/09/30 SPSM SPDR SERIES TRUST 0.83% 5.594 M $ 119430 2022/12/31 410.888 K $ 8.51 %
2025/09/30 ISTB ISHARES TR 0.82% 5.542 M $ 113686 2017/09/30 26.042 K $ 0.39 %
2025/09/30 FMB FIRST TR EXCH TRADED FD III 0.81% 5.466 M $ 107625 2022/06/30 109.659 K $ 1.77 %
2025/09/30 IYR ISHARES TR 0.76% 5.147 M $ 53039 2020/03/31 120.076 K $ 2.43 %
2025/09/30 FIW FIRST TR EXCHANGE-TRADED FD 0.73% 4.964 M $ 43614 2024/03/31 172.016 K $ 3.97 %
2025/09/30 ONEQ FIDELITY COMWLTH TR 0.67% 4.571 M $ 50968 2022/12/31 449.829 K $ 11.24 %
2025/09/30 XLRE SELECT SECTOR SPDR TR 0.67% 4.509 M $ 107155 2022/09/30 65.844 K $ 1.71 %
2025/09/30 USMV ISHARES TR 0.59% 3.994 M $ 41977 2016/12/31 53.559 K $ 1.36 %
2025/09/30 IYY ISHARES TR 0.54% 3.684 M $ 22572 2023/09/30 199.866 K $ 7.66 %
2025/09/30 RIGS ALPS ETF TR 0.42% 2.833 M $ 121652 2022/12/31 2.395 K $ 0.09 %
2025/09/30 INVESCO EXCHANGE TRADED FD T 0.41% 2.799 M $ 35896 2020/12/31 69.182 K $ 2.42 %
2025/09/30 REZ ISHARES TR 0.41% 2.771 M $ 32869 2022/12/31 82.345 K $ 3.19 %
2025/09/30 IAU ISHARES GOLD TR 0.36% 2.428 M $ 33159 2023/09/30 237.233 K $ 16.72 %
2025/09/30 IEFA ISHARES TR 0.36% 2.405 M $ 27067 2020/03/31 99.170 K $ 4.60 %
2025/09/30 DFNL DAVIS FUNDAMENTAL ETF TR 0.35% 2.359 M $ 52294 2017/12/31 103.154 K $ 5.24 %
2025/09/30 AAPL APPLE INC 0.32% 2.180 M $ 8451 2020/06/30 418.678 K $ 23.55 %
2025/09/30 COMT ISHARES U S ETF TR 0.28% 1.907 M $ 71670 2024/06/30 71.318 K $ 3.79 %
2025/09/30 SCHP SCHWAB STRATEGIC TR 0.28% 1.901 M $ 70757 2022/12/31 19.482 K $ 1.02 %
2025/09/30 IGV ISHARES TR 0.26% 1.761 M $ 15333 2020/03/31 82.556 K $ 4.96 %
2025/09/30 IGE ISHARES TR 0.24% 1.626 M $ 33139 2024/09/30 163.281 K $ 10.56 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 0.24% 1.597 M $ 6431 2024/06/30 129.889 K $ 8.81 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.23% 1.529 M $ 3066 2021/06/30 52.030 K $ 3.55 %
2025/09/30 SCHM SCHWAB STRATEGIC TR 0.23% 1.527 M $ 50821 2013/12/31 86.907 K $ 5.58 %
2025/09/30 XSD SPDR SERIES TRUST 0.20% 1.384 M $ 4197 2022/12/31 278.489 K $ 23.76 %
2025/09/30 ACWV ISHARES INC 0.20% 1.380 M $ 11493 2022/12/31 15.745 K $ 1.15 %
2025/09/30 WMT WALMART INC 0.16% 1.110 M $ 10878 2018/12/31 45.402 K $ 5.44 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.16% 1.099 M $ 12016 2013/12/31 28.343 K $ 2.65 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.13% 861.013 K $ 2777 2020/09/30 73.421 K $ 9.02 %
2025/09/30 MSFT MICROSOFT CORP 0.13% 850.523 K $ 1644 2020/12/31 33.829 K $ 4.14 %
2025/09/30 MOO VANECK ETF TRUST 0.12% 824.173 K $ 11145 2019/09/30 -1.895 K $ -0.23 %
2025/09/30 SPMD SPDR SERIES TRUST 0.12% 804.251 K $ 13953 2022/12/31 40.590 K $ 5.05 %
2025/09/30 VGSH VANGUARD SCOTTSDALE FDS 0.11% 725.838 K $ 12361 2023/12/31 689.000 $ 0.12 %
2025/09/30 CEMB ISHARES INC 0.11% 722.005 K $ 15669 2022/12/31 11.893 K $ 1.73 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.09% 634.817 K $ 2115 2020/09/30 96.479 K $ 17.01 %
2025/09/30 IEUR ISHARES TR 0.09% 583.771 K $ 8402 2025/09/30 0.000 $ 0.00 %
2025/09/30 OZK BANK OZK LITTLE ROCK ARK 0.08% 562.966 K $ 10989 2024/03/31 44.703 K $ 7.54 %
2025/09/30 IHE ISHARES TR 0.08% 560.648 K $ 7415 2024/06/30 50.438 K $ 10.57 %
2025/09/30 AMZN AMAZON COM INC 0.08% 550.421 K $ 2508 2024/03/31 451.000 $ 0.08 %
2025/09/30 IEMG ISHARES INC 0.08% 536.243 K $ 8012 2019/12/31 48.963 K $ 9.80 %
2025/09/30 JPIB J P MORGAN EXCHANGE TRADED F 0.08% 514.386 K $ 10519 2025/09/30 0.000 $ 0.00 %
2025/09/30 CNP CENTERPOINT ENERGY INC 0.07% 443.548 K $ 11414 2025/09/30 0.000 $ 0.00 %
2025/09/30 VGLT VANGUARD SCOTTSDALE FDS 0.07% 440.241 K $ 7748 2025/09/30 0.000 $ 0.00 %
2025/09/30 IEI ISHARES TR 0.06% 437.060 K $ 3662 2025/03/31 824.000 $ 0.36 %
2025/09/30 NVDA NVIDIA CORPORATION 0.06% 435.278 K $ 2320 2025/06/30 66.328 K $ 17.87 %
2025/09/30 RING ISHARES INC 0.06% 431.058 K $ 6569 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABBV ABBVIE INC 0.06% 405.237 K $ 1732 2021/12/31 77.834 K $ 24.19 %
2025/09/30 USRT ISHARES TR 0.06% 403.642 K $ 6867 2024/09/30 14.795 K $ 3.82 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 0.06% 403.338 K $ 16997 2024/09/30 16.357 K $ 5.34 %
2025/09/30 SPLV INVESCO EXCH TRADED FD TR II 0.05% 340.811 K $ 4668 2023/06/30 3.080 K $ 0.91 %
2025/09/30 MCD MCDONALDS CORP 0.05% 330.777 K $ 1099 2021/12/31 12.880 K $ 4.02 %
2025/09/30 WEST WESTROCK COFFEE CO 0.05% 321.372 K $ 66126 2025/09/30 0.000 $ 0.00 %
2025/09/30 VGIT VANGUARD SCOTTSDALE FDS 0.05% 316.469 K $ 5278 2025/09/30 0.000 $ 0.00 %
2025/09/30 XOM EXXON MOBIL CORP 0.05% 315.203 K $ 2783 2013/12/31 13.775 K $ 4.33 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.04% 295.033 K $ 1564 2020/03/31 52.141 K $ 20.97 %
2025/09/30 USCI UNITED STS COMMODITY INDEX F 0.04% 280.800 K $ 3631 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVGO BROADCOM INC 0.04% 266.179 K $ 787 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSLA TESLA INC 0.04% 258.543 K $ 602 2025/09/30 0.000 $ 0.00 %
2025/09/30 HOMB HOME BANCSHARES INC 0.04% 256.469 K $ 9127 2013/12/31 -1.460 K $ -0.54 %
2025/09/30 IPAC ISHARES TR 0.04% 250.499 K $ 3357 2025/09/30 0.000 $ 0.00 %
2025/09/30 ORCL ORACLE CORP 0.04% 248.083 K $ 867 2025/06/30 54.282 K $ 26.70 %
2025/09/30 FXZ FIRST TR EXCHANGE TRADED FD 0.04% 245.568 K $ 3901 2025/06/30 18.100 K $ 7.78 %
2025/09/30 PSA PUBLIC STORAGE OPER CO 0.03% 224.852 K $ 766 2020/09/30 -3.500 K $ -1.57 %
2025/09/30 AOA ISHARES TR 0.03% 218.478 K $ 2467 2025/06/30 11.570 K $ 5.72 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.03% 216.937 K $ 7915 2025/06/30 6.311 K $ 2.93 %
2025/09/30 SHY ISHARES TR 0.03% 211.694 K $ 2557 2025/03/31 259.000 $ 0.12 %
2025/09/30 EMLC VANECK ETF TRUST 0.03% 210.166 K $ 8258 2025/09/30 0.000 $ 0.00 %
2025/09/30 HD HOME DEPOT INC 0.03% 203.061 K $ 514 2025/09/30 0.000 $ 0.00 %
2025/09/30 NMAX NEWSMAX INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %