Instuitional Investor - American Financial & Tax Strategies Inc
Fund Profile
Filing Period:
| Fund Name: | American Financial & Tax Strategies Inc |
| Portfolio Value | $200,688,194 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 234,773 | $11,344,210 | 5.65% | |
| 2. | Wisdomtree Tr | 250,836 | $9,787,640 | 4.88% | |
| 3. | Vanguard Scottsdale Funds | 80,384 | $9,786,765 | 4.88% | |
| 4. | Spdr Series Trust | 139,462 | $7,922,827 | 3.95% | |
| 5. | Vanguard World Fd | 17,602 | $7,265,371 | 3.62% |