Instuitional Investor - Aafcpas Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Aafcpas Wealth Management, Llc |
| Portfolio Value | $185,277,955 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 76,861 | $43,187,984 | 23.31% | |
| 2. | Ishares Tr - CORE MSCI INTL | 384,037 | $26,456,302 | 14.28% | |
| 3. | Vanguard Index Fds - VALUE ETF | 134,672 | $23,263,214 | 12.56% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 88,468 | $17,076,040 | 9.22% | |
| 5. | Vanguard Whitehall Funds | 183,192 | $13,499,425 | 7.29% |
