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Home > Institutional Investor > Affiance Financial, Llc > 13F Holdings

Instuitional Investor - Affiance Financial, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 197,497 $120,943,604 22.02%
2.
Ishares Trust
 IEF 824,609 $82,667,131 15.05%
3.
Vanguard Index Fds
 193,355 $63,453,420 11.55%
4.
Vanguard Tax-Managed Fds
 545,067 $32,660,415 5.95%
5.
Ishares Trust
 VLUE 285,978 $24,968,770 4.55%
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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