0001964758-24-000002.txt : 20240422 0001964758-24-000002.hdr.sgml : 20240422 20240422164834 ACCESSION NUMBER: 0001964758-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Arista Wealth Management, LLC CENTRAL INDEX KEY: 0001964758 ORGANIZATION NAME: IRS NUMBER: 205148461 STATE OF INCORPORATION: NV FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22926 FILM NUMBER: 24861754 BUSINESS ADDRESS: STREET 1: 8876 SPANISH RIDGE AVE #202 CITY: LAS VEGAS STATE: NV ZIP: 89148 BUSINESS PHONE: 702-309-9970 MAIL ADDRESS: STREET 1: 8876 SPANISH RIDGE AVE #202 CITY: LAS VEGAS STATE: NV ZIP: 89148 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001964758 XXXXXXXX 03-31-2024 03-31-2024 false Arista Wealth Management, LLC

8876 Spanish Ridge Ave #202 Las Vegas NV 89148

13F HOLDINGS REPORT 028-22926 000141504 801-78190 N Paul L. Moffat 702-309-9970 /s/ Paul L. Moffat Las Vegas NV 03-31-2024 0 35 130934044 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 1614692 8952 SH SOLE 0 0 8952 AMERICAN CENTY ETF TR US EQT ETF 025072885 203165 2270 SH SOLE 0 0 2270 AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232 213374 3056 SH SOLE 0 0 3056 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 225462 4306 SH SOLE 0 0 4306 APPLE INC COM 037833100 2106990 12287 SH SOLE 0 0 12287 AUTOMATIC DATA PROCESSING IN COM 053015103 469554 1880 SH SOLE 0 0 1880 COEPTIS THERAPEUTICS HLDGS I COM 19207A108 14077 47332 SH SOLE 0 0 47332 COSTCO WHSL CORP NEW COM 22160K105 893168 1219 SH SOLE 0 0 1219 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 1459727 65254 SH SOLE 21 0 65233 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 281022 5163 SH SOLE 0 0 5163 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 4643574 187847 SH SOLE 534 0 187313 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 11944755 395260 SH SOLE 1383 0 393877 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 22960052 628354 SH SOLE 1780 0 626574 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 14659626 487031 SH SOLE 834 0 486197 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 712748 12509 SH SOLE 0 0 12509 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 4670857 146193 SH SOLE 0 0 146193 GENERAL DYNAMICS CORP COM 369550108 317573 1124 SH SOLE 0 0 1124 ISHARES TR CORE MSCI INTL 46435G326 1109793 16532 SH SOLE 0 0 16532 ISHARES TR CORE S&P500 ETF 464287200 1894863 3604 SH SOLE 0 0 3604 LIGHT & WONDER INC COM 80874P109 487173 4772 SH SOLE 0 0 4772 MICROSOFT CORP COM 594918104 806257 1916 SH SOLE 0 0 1916 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 652580 8014 SH SOLE 0 0 8014 SOUTH PLAINS FINANCIAL INC COM 83946P107 325723 12172 SH SOLE 0 0 12172 SPDR S&P 500 ETF TR TR UNIT 78462F103 1030971 1971 SH SOLE 0 0 1971 SPDR SER TR PORTFOLIO S&P500 78464A854 1342462 21818 SH SOLE 0 0 21818 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 13467816 44199 SH SOLE 0 0 44199 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4772296 9928 SH SOLE 0 0 9928 VANGUARD INDEX FDS SMALL CP ETF 922908751 739503 3235 SH SOLE 0 0 3235 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1172193 6109 SH SOLE 0 0 6109 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2846693 10953 SH SOLE 0 0 10953 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 459094 10991 SH SOLE 0 0 10991 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 10378239 178719 SH SOLE 436 0 178283 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 14303563 177662 SH SOLE 448 0 177214 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 7513074 128319 SH SOLE 359 0 127960 VANGUARD STAR FDS VG TL INTL STK F 921909768 241335 4002 SH SOLE 0 0 4002