Instuitional Investor - Aafcpas Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Aafcpas Wealth Management, Llc |
| Portfolio Value | $243,796,611 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 86,392 | $56,432,149 | 23.15% | |
| 2. | Vanguard Index Fds - VALUE ETF | 184,175 | $36,135,219 | 14.82% | |
| 3. | Ishares Tr - CORE MSCI INTL | 410,122 | $34,273,855 | 14.06% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 106,626 | $25,336,581 | 10.39% | |
| 5. | Vanguard Whitehall Funds | 241,541 | $22,762,782 | 9.34% |