Instuitional Investor - American Financial & Tax Strategies Inc
Fund Profile
Filing Period:
| Fund Name: | American Financial & Tax Strategies Inc |
| Portfolio Value | $186,024,832 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 229,801 | $11,218,890 | 6.03% | |
| 2. | Wisdomtree Tr | 282,926 | $8,733,915 | 4.7% | |
| 3. | Vanguard Scottsdale Funds | 86,543 | $8,030,370 | 4.32% | |
| 4. | Spdr Series Trust | 148,275 | $7,572,395 | 4.07% | |
| 5. | Spdr Series Trust | 92,828 | $7,460,574 | 4.01% |
