MondegarAI
ARK & TLK INVESTMENTS, LLC

Q3 2024 · 13F-HR

ARK & TLK INVESTMENTS, LLCholdings as filed

Filed 2024-11-08 · accession 0001104659-24-115771

$281.3M
Reported value
108
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V708DFACDFA US Core Equity 2 ETF$66.0M23.5%1,925,725CommonNONE
25434V401DFUSDFA Tax-Managed US Equity ETF$31.0M11.0%498,733CommonNONE
25434V799DFICDFA International Core Equity 2 ETF$24.1M8.55%854,831CommonNONE
46434V860TFLOiShares Treasury Floating Rate Bond ETF$11.4M4.04%224,553CommonNONE
25434V880DFAXDFA Tax-Managed World ex US Core Equity 2 ETF$10.8M3.85%401,188CommonNONE
92206C102VGSHVanguard Short-Term Treasury ETF$10.2M3.62%172,697CommonNONE
464287614IWFIshares Tr Russell$9.1M3.23%24,169CommonNONE
25434V104DFAUDFA US Core Equity Market ETF$7.5M2.68%189,957CommonNONE
25434V732DFEMDFA Emerging Markets Core Equity 2 ETF$7.1M2.53%252,607CommonNONE
464287598IWDIshares Russell 1000 Val$6.5M2.31%34,305CommonNONE
922908769VTIVanguard Total Stock Mkt ETF$5.5M1.97%19,534CommonNONE
922908553VNQVanguard Reit ETF$3.8M1.36%39,146CommonNONE
464287473IWSiShares Russell Mid-Cap Value ETF$3.8M1.34%28,477CommonNONE
25434V203DFAIDFA International Core Equity ETF$3.6M1.28%113,257CommonNONE
464287481IWPiShares Russell Mid-Cap Growth ETF$3.3M1.18%28,196CommonNONE
922908637VVVanguard US Large Cap ETF$3.1M1.11%11,828CommonNONE
25434V609DFATDFA Tax-Managed US Small Value$2.6M0.94%47,417CommonNONE
922020805VTIPVanguard Shrt Inf Prot$2.6M0.93%52,832CommonNONE
25434V724DFUVDFA Tax-Managed US Marketwide Value II$2.5M0.90%60,440CommonNONE
464287879IJSIshares S&P Smcap Value$2.5M0.88%22,936CommonNONE
464287622IWBISHARES TRUST RUSSELL 1000 INDEX FUND$2.2M0.77%6,908CommonNONE
464287630IWNIshares Russell 2000 Val Ind Fund$2.0M0.72%12,207CommonNONE
025072885AVUSAVANTIS US EQUITY ETF$1.9M0.69%20,255CommonNONE
808524102SCHBSchw US Brd Mkt Etf$1.9M0.68%28,574CommonNONE
464288158SUBIshares ETF S/T Muni Bond$1.9M0.68%17,896CommonNONE
25434V807DFIVDFA Tax-Managed International Value ETF$1.9M0.67%49,351CommonNONE
30231G102XOMExxon Mobil Corporation$1.9M0.67%16,029CommonNONE
464288885EFGiShares MSCI EAFE Growth ETF$1.9M0.66%17,345CommonNONE
037833100AAPLApple Computer Inc$1.8M0.65%7,855CommonNONE
46438G851IBIJISHARES IBONDS OCT 2033 TM TS ETF$1.7M0.60%64,040CommonNONE
78467Y107MDYMid Cap S P D R TRUST$1.4M0.51%2,500CommonNONE
808524607SCHASchwab US Small-Cap ETF$1.4M0.51%27,590CommonNONE
025072703AVDEAVANTIS INTERNATIONAL EQUITY ETF$1.4M0.49%20,393CommonNONE
46625H100JPMJ P Morgan Chase & Co$1.4M0.48%6,419CommonNONE
922908611VBRVanguard Small Cap Value ETF$1.3M0.48%6,721CommonNONE
46137V357RSPInvesco S&P 500 Equal Weight ETF$1.3M0.48%7,477CommonNONE
67066G104NVDANvidia Corp$1.2M0.43%9,930CommonNONE
922908629VOVanguard Mid-Cap ETF$1.2M0.42%4,440CommonNONE
78464A359CWBSPDR BARCLAYS CAPITAL CONVERTIBLE SECURITIES ETF$1.2M0.42%15,280CommonNONE
464287564ICFIshares Tr Cohen & Steer$1.2M0.41%17,540CommonNONE
808524508SCHMSchwab US Mid-Cap ETF$1.1M0.40%13,667CommonNONE
594918104MSFTMicrosoft Corp$1.1M0.38%2,463CommonNONE
464288877EFVIshares Msci Val Idx ETF$993,7280.35%17,273CommonNONE
808524862SCHOSch St US Trsr Etf$955,7960.34%19,514CommonNONE
25434V302DFAEDFA Emerging Core Equity ETF$924,5210.33%33,729CommonNONE
808524409SCHVSchw US Large Value ETF$880,0670.31%10,950CommonNONE
808524300SCHGSchwab US Large Cap$851,6090.30%8,174CommonNONE
922908751VBVanguard Small Cap$770,2210.27%3,247CommonNONE
921910873MGCVanguard Mega Cap ETF$728,4060.26%3,525CommonNONE
464288646IGSBISHARES SH TR CRPORT ETF$717,6770.26%13,629CommonNONE
808524201SCHXSchwab US Large Cap ETF$697,0230.25%10,273CommonNONE
464287648IWOIshares Russell 2000 Growth Index$680,7480.24%2,397CommonNONE
922908744VTVVanguard Large Value ETF$675,5860.24%3,870CommonNONE
25434V500DFASDFA Tax-Managed US Small Cap$661,1180.24%10,193CommonNONE
922042858VWOVANGUARD FUNDS EMERGING MARKET S VIPERS$642,0190.23%13,417CommonNONE
025072604AVEMAVANTIS EMERGING MARKETS EQ ETF$599,3140.21%9,277CommonNONE
464288281EMBIshares Jpm Usb Emrg Mkt Bd$551,3730.20%5,892CommonNONE
921937827BSVVanguard Short-Term Bond Index Fund$535,6430.19%6,807CommonNONE
78463V107GLDSpdr Gold Tr ETF$520,8780.19%2,143CommonNONE
464287465EFAIshares Tr Msci EAFE ETF$516,6830.18%6,178CommonNONE
863667101SYKStryker Corp$511,5660.18%1,416CommonNONE
464288273SCZIshares MSCI Int'l Small ETF$508,1990.18%7,507CommonNONE
883556102TMOTHERMO ELECTRON CORP$505,9900.18%818CommonNONE
46438G869IBIIISHARES IBONDS OCT 2032 TM TS ETF$500,9360.18%19,105CommonNONE
46438G877IBIHISHARES IBONDS OCT 2031 TM TS ETF$492,8730.18%18,684CommonNONE
97717W307DLNWisdomtree Largecap Div$487,8580.17%6,210CommonNONE
46438G885IBIGISHARES IBONDS OCT 2030 TM TS ETF$482,6310.17%18,344CommonNONE
78464A607RWRSPDR DOW JONES REIT ETF$477,3260.17%4,472CommonNONE
46438G802IBIFISHARES IBONDS OCT 2029 TM TS ETF$472,3700.17%18,023CommonNONE
78462F103SPYS P D R TRUST Unit SR$467,0410.17%814CommonNONE
46438G703IBIEISHARES IBONDS OCT 2028 TM TS ETF$460,1910.16%17,659CommonNONE
464287226AGGiShares Core US Aggregate Bond ETF$451,2590.16%4,456CommonNONE
921937835BNDVanguard Bond Index Fund$448,3320.16%5,969CommonNONE
46438G604IBIDISHARES IBONDS OCT 2027 TM TS ETF$448,2830.16%17,299CommonNONE
46438G505IBICISHARES IBONDS OCT 2026 TM TS ETF$434,3430.15%16,917CommonNONE
46434G764EMXCiShares MSCI Emerging Mkts ex China ETF$432,7990.15%7,082CommonNONE
92206C680VONGVanguard Russell 1000 Growth ETF$420,1520.15%4,353CommonNONE
46438G406ISHARES IBONDS OCT 2025 TM TS ETF$418,8430.15%16,473CommonNONE
30303M102METAFacebook Inc$417,8810.15%730CommonNONE
922908736VUGVanguard Growth Etf Msci US Prime Mkt$415,7960.15%1,083CommonNONE
29273V100ETEnergy Transfer$414,8440.15%25,847CommonNONE
46438G307ISHARES IBONDS OCT 2024 TM TS ETF$403,6600.14%15,895CommonNONE
25434V781DISVDFA International Small Cap Value ETF$391,5250.14%13,473CommonNONE
90187B804TWOTwo Harbors Investment$371,3730.13%26,756CommonNONE
46429B747STIPiShares 0-5 Year TIPS Bond ETF$366,1700.13%3,614CommonNONE
453204109PIImpinj Inc Com$357,2580.13%1,650CommonNONE
922042775VEUVanguard Intl Eqty Index ETF$340,0200.12%5,397CommonNONE
922908512VOEVanguard Mid Cap Value$329,6850.12%1,966CommonNONE
20825C104COPConocophillips$318,9980.11%3,030CommonNONE
921943858VEAVanguard Msci Eafe Index$311,7900.11%5,904CommonNONE
682680103OKEOneok Inc New$304,1010.11%3,337CommonNONE
464288562REZiShares Residential & Multisector RE ETF$301,7220.11%3,397CommonNONE
922908595VBKVANGUARD SMALL CAP GROWTH ETF$293,5780.10%1,098CommonNONE
46429B655FLOTIshares Floating Rate$292,7400.10%5,736CommonNONE
023135106AMZNAMAZON.COM INC$291,3140.10%1,563CommonNONE
025072877AVUVAVANTIS US SMALL CAP VALUE ETF$269,0440.10%2,804CommonNONE
437076102HDHome Depot Inc$262,5700.09%648CommonNONE
92206C706VGITVanguard Iterm Term Govt Bd Etf$254,1270.09%4,206CommonNONE
293792107EPDEnterprise Prd Prtnrs Lp$244,6990.09%8,406CommonNONE
92206C409VCSHVanguard S/T. Corp. Bond ETF$244,6670.09%3,081CommonNONE
780915104RMTRoyce Micro Cap Trust$219,2670.08%22,817CommonNONE
922908363VOOVanguard S&P 500 Etf$216,9520.08%411CommonNONE
464285204IAUIshares Gold TRUST$215,4500.08%4,335CommonNONE
438516106HONHoneywell International$212,2080.08%1,027CommonNONE
14064D519HTUSHull Tactical US ETF$205,6970.07%4,679CommonNONE
78468R739SHMSpdr S/T Municipal ETF$204,9230.07%4,257CommonNONE
21874A106CORZCORE SCIENTIFIC ORD$166,0400.06%14,000CommonNONE
162828206Checkpoint Therapeutics Inc$22,4000.01%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.