Instuitional Investor - Aafcpas Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Aafcpas Wealth Management, Llc |
| Portfolio Value | $271,127,841 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 81,307 | $60,890,024 | 22.46% | |
| 2. | Vanguard Index Fds - VALUE ETF | 175,562 | $38,260,164 | 14.11% | |
| 3. | Ishares Tr - CORE MSCI INTL | 408,779 | $36,385,418 | 13.42% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 97,959 | $29,678,719 | 10.95% | |
| 5. | VYM | 241,414 | $23,706,843 | 8.74% |
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