MondegarAI
ARK & TLK INVESTMENTS, LLC

Q2 2024 · 13F-HR

ARK & TLK INVESTMENTS, LLCholdings as filed

Filed 2024-07-29 · accession 0001104659-24-083526

$267.4M
Reported value
106
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V708DFACDFA US Core Equity 2 ETF$62.9M23.5%1,949,751CommonNONE
25434V401DFUSDFA Tax-Managed US Equity ETF$29.9M11.2%507,494CommonNONE
25434V799DFICDFA International Core Equity 2 ETF$22.7M8.48%862,188CommonNONE
46434V860TFLOiShares Treasury Floating Rate Bond ETF$11.3M4.21%222,380CommonNONE
25434V880DFAXDFA Tax-Managed World ex US Core Equity 2 ETF$10.7M4.01%422,186CommonNONE
464287614IWFIshares Tr Russell$8.8M3.30%24,217CommonNONE
92206C102VGSHVanguard Short-Term Treasury ETF$8.8M3.28%151,244CommonNONE
25434V104DFAUDFA US Core Equity Market ETF$8.2M3.07%218,686CommonNONE
25434V732DFEMDFA Emerging Markets Core Equity 2 ETF$6.7M2.52%252,491CommonNONE
464287598IWDIshares Russell 1000 Val$6.0M2.25%34,430CommonNONE
922908769VTIVanguard Total Stock Mkt ETF$5.1M1.89%18,921CommonNONE
25434V203DFAIDFA International Core Equity ETF$3.5M1.31%118,345CommonNONE
464287473IWSiShares Russell Mid-Cap Value ETF$3.4M1.29%28,477CommonNONE
922908553VNQVanguard Reit ETF$3.2M1.20%38,239CommonNONE
464287481IWPiShares Russell Mid-Cap Growth ETF$3.1M1.16%28,196CommonNONE
922908637VVVanguard US Large Cap ETF$3.0M1.11%11,864CommonNONE
25434V609DFATDFA Tax-Managed US Small Value$2.5M0.94%48,525CommonNONE
25434V724DFUVDFA Tax-Managed US Marketwide Value II$2.4M0.89%60,802CommonNONE
464287879IJSIshares S&P Smcap Value$2.3M0.87%23,822CommonNONE
464287622IWBISHARES TRUST RUSSELL 1000 INDEX FUND$2.1M0.77%6,904CommonNONE
922020805VTIPVanguard Shrt Inf Prot$2.0M0.76%41,668CommonNONE
30231G102XOMExxon Mobil Corporation$1.9M0.72%16,790CommonNONE
464287630IWNIshares Russell 2000 Val Ind Fund$1.9M0.70%12,295CommonNONE
808524102SCHBSchw US Brd Mkt Etf$1.8M0.67%28,614CommonNONE
464288885EFGiShares MSCI EAFE Growth ETF$1.8M0.67%17,439CommonNONE
25434V807DFIVDFA Tax-Managed International Value ETF$1.8M0.66%49,309CommonNONE
464288158SUBIshares ETF S/T Muni Bond$1.7M0.63%16,053CommonNONE
037833100AAPLApple Computer Inc$1.7M0.62%7,855CommonNONE
025072885AVUSAVANTIS US EQUITY ETF$1.6M0.62%18,247CommonNONE
46438G851IBIJISHARES IBONDS OCT 2033 TM TS ETF$1.6M0.61%64,040CommonNONE
78467Y107MDYMid Cap S P D R TRUST$1.3M0.50%2,500CommonNONE
808524607SCHASchwab US Small-Cap ETF$1.3M0.49%27,590CommonNONE
46625H100JPMJ P Morgan Chase & Co$1.3M0.49%6,419CommonNONE
922908611VBRVanguard Small Cap Value ETF$1.2M0.46%6,796CommonNONE
808524862SCHOSch St US Trsr Etf$1.2M0.46%25,632CommonNONE
46137V357RSPInvesco S&P 500 Equal Weight ETF$1.2M0.46%7,461CommonNONE
808524508SCHMSchwab US Mid-Cap ETF$1.2M0.45%15,587CommonNONE
67066G104NVDANvidia Corp$1.1M0.42%9,030CommonNONE
78464A359CWBSPDR BARCLAYS CAPITAL CONVERTIBLE SECURITIES ETF$1.1M0.41%15,280CommonNONE
594918104MSFTMicrosoft Corp$1.1M0.41%2,463CommonNONE
922908629VOVanguard Mid-Cap ETF$1.1M0.40%4,440CommonNONE
025072703AVDEAVANTIS INTERNATIONAL EQUITY ETF$1.0M0.38%16,307CommonNONE
464287564ICFIshares Tr Cohen & Steer$1.0M0.38%17,540CommonNONE
464288877EFVIshares Msci Val Idx ETF$916,1710.34%17,273CommonNONE
25434V302DFAEDFA Emerging Core Equity ETF$901,1900.34%34,835CommonNONE
808524409SCHVSchw US Large Value ETF$840,8220.31%11,350CommonNONE
808524300SCHGSchwab US Large Cap$824,3060.31%8,174CommonNONE
922908751VBVanguard Small Cap$707,9760.26%3,247CommonNONE
464288646IGSBISHARES SH TR CRPORT ETF$698,3240.26%13,629CommonNONE
921910873MGCVanguard Mega Cap ETF$695,4470.26%3,525CommonNONE
464288679SHVIshares Tr Barclays Bond$665,3210.25%6,021CommonNONE
808524201SCHXSchwab US Large Cap ETF$663,5740.25%10,328CommonNONE
25434V500DFASDFA Tax-Managed US Small Cap$657,1550.25%10,938CommonNONE
922908744VTVVanguard Large Value ETF$634,9030.24%3,958CommonNONE
464287648IWOIshares Russell 2000 Growth Index$629,2840.24%2,397CommonNONE
922042858VWOVANGUARD FUNDS EMERGING MARKET S VIPERS$591,5180.22%13,517CommonNONE
921937827BSVVanguard Short-Term Bond Index Fund$538,2040.20%7,017CommonNONE
464288281EMBIshares Jpm Usb Emrg Mkt Bd$521,3240.19%5,892CommonNONE
464288273SCZIshares MSCI Int'l Small ETF$498,2750.19%8,084CommonNONE
46438G869IBIIISHARES IBONDS OCT 2032 TM TS ETF$489,6640.18%19,105CommonNONE
46429B747STIPiShares 0-5 Year TIPS Bond ETF$486,7050.18%4,892CommonNONE
464287465EFAIshares Tr Msci EAFE ETF$483,9390.18%6,178CommonNONE
863667101SYKStryker Corp$481,8150.18%1,416CommonNONE
46438G877IBIHISHARES IBONDS OCT 2031 TM TS ETF$480,9270.18%18,684CommonNONE
46438G885IBIGISHARES IBONDS OCT 2030 TM TS ETF$472,8940.18%18,344CommonNONE
025072604AVEMAVANTIS EMERGING MARKETS EQ ETF$469,0070.18%7,677CommonNONE
46438G802IBIFISHARES IBONDS OCT 2029 TM TS ETF$464,3500.17%18,023CommonNONE
78463V107GLDSpdr Gold Tr ETF$460,7660.17%2,143CommonNONE
46438G703IBIEISHARES IBONDS OCT 2028 TM TS ETF$453,8340.17%17,659CommonNONE
883556102TMOTHERMO ELECTRON CORP$452,3540.17%818CommonNONE
97717W307DLNWisdomtree Largecap Div$451,7780.17%6,210CommonNONE
46438G604IBIDISHARES IBONDS OCT 2027 TM TS ETF$445,0100.17%17,299CommonNONE
78462F103SPYS P D R TRUST Unit SR$442,9950.17%814CommonNONE
46438G505IBICISHARES IBONDS OCT 2026 TM TS ETF$434,7580.16%16,917CommonNONE
922908736VUGVanguard Growth Etf Msci US Prime Mkt$431,2340.16%1,153CommonNONE
921937835BNDVanguard Bond Index Fund$426,6080.16%5,921CommonNONE
46438G406ISHARES IBONDS OCT 2025 TM TS ETF$422,7060.16%16,473CommonNONE
46434G764EMXCiShares MSCI Emerging Mkts ex China ETF$419,2720.16%7,082CommonNONE
29273V100ETEnergy Transfer$418,7030.16%25,814CommonNONE
78464A607RWRSPDR DOW JONES REIT ETF$416,3690.16%4,472CommonNONE
92206C680VONGVanguard Russell 1000 Growth ETF$408,3550.15%4,353CommonNONE
46438G307ISHARES IBONDS OCT 2024 TM TS ETF$406,9980.15%15,895CommonNONE
25434V781DISVDFA International Small Cap Value ETF$362,4910.14%13,473CommonNONE
90187B804TWOTwo Harbors Investment$353,4470.13%26,756CommonNONE
464287226AGGiShares Core US Aggregate Bond ETF$348,1900.13%3,587CommonNONE
20825C104COPConocophillips$346,5710.13%3,030CommonNONE
30303M102METAFacebook Inc$317,6590.12%630CommonNONE
922042775VEUVanguard Intl Eqty Index ETF$315,2410.12%5,376CommonNONE
682680103OKEOneok Inc New$304,7520.11%3,737CommonNONE
023135106AMZNAMAZON.COM INC$301,7460.11%1,561CommonNONE
922908512VOEVanguard Mid Cap Value$295,7860.11%1,966CommonNONE
701094104PHPARKER HANNIFIN CORP$294,3810.11%582CommonNONE
46429B655FLOTIshares Floating Rate$293,0270.11%5,736CommonNONE
921943858VEAVanguard Msci Eafe Index$291,7760.11%5,904CommonNONE
922908595VBKVANGUARD SMALL CAP GROWTH ETF$284,4030.11%1,137CommonNONE
464288562REZiShares Residential & Multisector RE ETF$261,5370.10%3,397CommonNONE
025072877AVUVAVANTIS US SMALL CAP VALUE ETF$251,5750.09%2,804CommonNONE
78468R739SHMSpdr S/T Municipal ETF$249,6680.09%5,291CommonNONE
92206C706VGITVanguard Iterm Term Govt Bd Etf$244,9150.09%4,206CommonNONE
92206C409VCSHVanguard S/T. Corp. Bond ETF$238,0590.09%3,081CommonNONE
293792107EPDEnterprise Prd Prtnrs Lp$237,4910.09%8,195CommonNONE
437076102HDHome Depot Inc$223,0680.08%648CommonNONE
453204109PIImpinj Inc Com$219,4780.08%1,400CommonNONE
438516106HONHoneywell International$219,2200.08%1,027CommonNONE
780915104RMTRoyce Micro Cap Trust$209,6840.08%22,817CommonNONE
162828206Checkpoint Therapeutics Inc$21,5000.01%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.