Instuitional Investor - Aafcpas Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Aafcpas Wealth Management, Llc |
| Portfolio Value | $220,771,398 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 86,641 | $57,988,928 | 26.27% | |
| 2. | Vanguard Index Fds - VALUE ETF | 179,059 | $33,392,778 | 15.13% | |
| 3. | Ishares Tr - CORE MSCI INTL | 405,189 | $32,483,973 | 14.71% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 98,603 | $24,366,753 | 11.04% | |
| 5. | Vanguard Whitehall Funds | 227,531 | $19,267,329 | 8.73% |