Instuitional Investor - American Financial & Tax Strategies Inc
Fund Profile
Filing Period:
Fund Name: | American Financial & Tax Strategies Inc |
Portfolio Value | $193,524,150 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 218,726 | $10,829,127 | 5.6% | |
2. | Wisdomtree Tr | 274,710 | $9,472,000 | 4.89% | |
3. | Vanguard Scottsdale Funds | 84,817 | $9,261,991 | 4.79% | |
4. | Spdr Series Trust | 150,528 | $7,878,652 | 4.07% | |
5. | Vanguard World Fd | 18,184 | $6,658,252 | 3.44% |