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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 $257,776,308
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 201,481 $21,959,414 8.52%
2.
Vanguard Scottsdale Funds
 251,044 $19,900,258 7.72%
3.
Ishares Trust
 IEF 191,257 $18,253,568 7.08%
4.
Ishares Trust
 VLUE 163,047 $15,836,755 6.14%
5.
Sector Spdr Trust
 XLB 275,674 $13,610,025 5.28%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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