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Home > Institutional Investor > Affiance Financial, Llc > Profile

Instuitional Investor - Affiance Financial, Llc

Fund Profile
Filing Period:
Fund Name: Affiance Financial, Llc
Portfolio Value $701,106,074
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 194,477 $136,301,787 19.44%
2.
Ishares Trust
 IEF 1,015,110 $95,968,568 13.69%
3.
Vanguard Index Fds
 246,026 $92,072,771 13.13%
4.
Ishares Trust
 HYG 424,837 $41,158,293 5.87%
5.
Vanguard Tax-Managed Fds
 521,404 $36,816,346 5.25%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.