ARRIEN INVESTMENTS, INC.

RIA/Wealth

ARRIEN INVESTMENTS, INC. is a RIA/Wealth based in Boise, ID led by Alex Ray Hansen, reporting $189.4M in AUM as of Q3 2025 with 97% ETF concentration, 82% concentrated in top 10 holdings, and 18% allocation to SPAB.

CCOAlex Ray Hansen

Portfolio Value: $171.0M
Positions: 40
Top Holding: SPAB at 18.21%
Last Reported: Q3 2025

Address4477 West Emerald Street, Suite A100, Boise, ID, 83706, United States

Top Holdings

Largest long holdings in ARRIEN INVESTMENTS, INC.'s portfolio (81.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio Aggregate Bond SPAB	ETF ETF	$31.1M	18.21%	+$1.7M Bought	— 1.2M shares	Q1 2023 Held for 2y 8m
2 iShares MSCI EAFE EFA	ETF ETF	$24.8M	14.52%	-$760.5K Sold	— 265.8K shares	Q1 2023 Held for 2y 8m
3 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$22.7M	13.25%	-$126.3K Sold	— 289.1K shares	Q1 2023 Held for 2y 8m
4 SPDR MSCI EAFE StrategicFactors ETF QEFA	ETF ETF	$12.4M	7.23%	+$507.9K Bought	— 140.5K shares	Q1 2023 Held for 2y 8m
5 iShares Core S&P 500 ETF IVV	ETF ETF	$10.4M	6.09%	-$320.6K Sold	— 15.6K shares	Q1 2023 Held for 2y 8m
6 iShares U.S. Aerospace & Defense ITA	ETF ETF	$9.1M	5.30%	-$467.9K Sold	— 43.3K shares	Q1 2023 Held for 2y 8m
7 SPDR Portfolio Long Term Corporate Bond SPLB	ETF ETF	$8.2M	4.77%	+$4.2M Bought	— 353.0K shares	Q2 2025 Held for 5 months
8 iShares U.S. Utilities IDU	ETF ETF	$7.7M	4.53%	+$41.0K Bought	— 69.8K shares	Q1 2023 Held for 2y 8m
9 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$6.8M	3.97%	+$353.1K Bought	— 67.8K shares	Q1 2023 Held for 2y 8m
10 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$6.6M	3.84%	+$644.6K Bought	— 65.2K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ARRIEN INVESTMENTS, INC.'s latest filing

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Market Value

$171.0M

Prior: $158.3M

Q/Q Change

+8.03%

+$12.7M

Net Flows % of MV

+3.04%

Turnover Ratio

4.39%

New Purchases

1 stocks

$221.3K

Added To

13 stocks

+$9.9M

Sold Out Of

1 stocks

$23.0K

Reduced Holdings

17 stocks

-$4.9M

Increased Positions

Position	Shares Δ	Change
1 Lam Research LRCX	New	0 → 1.7K +$221.3K
2 SPDR Portfolio Short Term Corporate Bond SPSB	+186.07%	25.5K → 73.1K +$1.4M
3 SPDR Portfolio Long Term Corporate Bond SPLB	+108.5%	169.3K → 353.0K +$4.2M
4 Vanguard Value VTV	+17.68%	16.4K → 19.3K +$540.3K
5 iShares 0-3 Month Treasury Bond SGOV	+10.88%	58.8K → 65.2K +$644.6K

Decreased Positions

Position	Shares Δ	Change
1 United States Antimony UAMY	Sold	10.6K → 0 −$23.0K
2 iShares 7-10 Year Treasury Bond IEF	-74.45%	10.9K → 2.8K −$782.0K
3 IYH iShares U.S. Healthcare IYH	-72.03%	22.7K → 6.4K −$961.2K
4 iShares Short Treasury Bond SHV	-32.92%	22.6K → 15.1K −$820.5K
5 Consumer Staples Select Sector SPDR Fund XLP	-25.62%	4.2K → 3.1K −$84.0K