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Home > Institutional Investor > Aafmaa Wealth Management & Trust Llc > Profile

Instuitional Investor - Aafmaa Wealth Management & Trust Llc

Fund Profile
Filing Period:
Fund Name: Aafmaa Wealth Management & Trust Llc
Portfolio Value $241,879,761
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 410,405 $32,627,198 13.49%
2.
Ishares Tr - MBS ETF
 171,993 $16,148,422 6.68%
3.
Ishare Tr
 134,092 $15,969,016 6.6%
4.
Ishares Trust
 VLUE 165,281 $14,774,469 6.11%
5.
Spdr S & P 500 Etf Trust
 SPY 22,171 $13,698,353 5.66%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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