Instuitional Investor - American Financial & Tax Strategies Inc
Fund Profile
Filing Period:
| Fund Name: | American Financial & Tax Strategies Inc |
| Portfolio Value | $200,357,063 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Charlotte Fds - OTAL INT BD ETF | 225,515 | $11,153,993 | 5.57% | |
| 2. | Wisdomtree Tr | 260,598 | $9,887,083 | 4.93% | |
| 3. | Vanguard Scottsdale Funds | 80,650 | $9,718,321 | 4.85% | |
| 4. | Spdr Series Trust | 148,075 | $8,192,968 | 4.09% | |
| 5. | Vanguard World Fd | 17,417 | $7,008,748 | 3.5% |