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Home > Institutional Investor > Aafcpas Wealth Management, Llc > Profile

Instuitional Investor - Aafcpas Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Aafcpas Wealth Management, Llc
Portfolio Value $170,525,101
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 67,216 $32,104,221 18.82%
2.
Ishares Tr
 403,738 $25,701,973 15.07%
3.
Vanguard Index Fds
 114,062 $17,052,220 9.99%
4.
Invesco Exch Traded Fd Tr Ii
 92,072 $15,517,794 9.1%
5.
Ishares Trust
 IEF 52,638 $14,588,726 8.55%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)