AF

AMERICAN FINANCIAL & TAX STRATEGIES INC

13F
AMERICAN FINANCIAL & TAX STRATEGIES INC
Last update 2024-10-29 92 Stocks (0 new)
Value $197.00 Mil Turnover 3 %
Countries:
Top Holdings: BNDX(5.79%)XSOE(4.93%)VONG(4.43%)SPYG(4.40%)SPLV(3.57%)
Portfolio Report
Summary Stock Picks Current Portfolio
AMERICAN FINANCIAL & TAX STRAT... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BNDX 		Vanguard Total International Bond ETF
227,099
11418.520
+2.69%
5.790
+0.15%
0.020
-0.20%
+0.85%
58422.944
 
XSOE 		WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
294,218
9718.020
-0.28%
4.930
-0.01%
0.480
+11.70%
+13.05%
1991.650
 
VONG 		Vanguard Russell 1000 Growth Index Fund
90,353
8720.850
-0.12%
4.430
-0.01%
0.040
+14.69%
+25.66%
21130.618
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
104,544
8670.910
-4.68%
4.400
-0.22%
0.030
+14.25%
+28.87%
31050.619
 
SPLV 		Invesco S&P 500 Low Volatility ETF
97,995
7029.150
-1.95%
3.570
-0.07%
0.090
+7.04%
+14.00%
7478.721
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
131,134
6931.750
+0.51%
3.520
+0.02%
0.030
+7.87%
+12.93%
24542.344
 
MGK 		Vanguard Mega Cap Growth ETF
17,996
5793.650
-0.83%
2.940
-0.02%
0.030
+14.08%
+25.49%
21604.991
 
FREL 		Fidelity MSCI Real Estate Index ETF
192,224
5666.750
-0.30%
2.880
-0.01%
0.510
+7.84%
+8.33%
1108.497
 
COWZ 		Pacer US Cash Cows 100 ETF
95,877
5544.580
+6.88%
2.810
+0.18%
0.020
+7.94%
+11.71%
25436.136
 
VTEB 		Vanguard Tax-Exempt Bond ETF
104,749
5354.740
+3.23%
2.720
+0.09%
0.020
-0.84%
-1.16%
33908.315
 

AMERICAN FINANCIAL & TAX STRATEGIES INC's Historical Top Holdings Breakdowns

AMERICAN FINANCIAL & TAX STRATEGIES INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
WFHY 		WisdomTree U.S. High Yield Corporate Bond Fund2024-09-30Sold Out
-2.38%
●
44.55 ($46.08) 48.12
$44.99
-2.37%
Sold Out
0
-101,296
SCHV 		Schwab U.S. Large-Cap Value ETF2024-09-30Add
+1.39%
●
24.48 ($25.69) 26.79
$26.72
4.01%
Add 194.37%
155,454
34,215
BND 		Vanguard Total Bond Market ETF2024-09-30Add
+0.29%
●
71.45 ($74) 75.64
$73.00
-1.35%
Add 25.23%
38,203
7,697
SPYG 		SPDR Portfolio S&P 500 Growth ETF2024-09-30Reduce
-0.22%
●
73.38 ($79.93) 84.1
$83.84
4.89%
Reduce -4.68%
104,544
-5,137
COWZ 		Pacer US Cash Cows 100 ETF2024-09-30Add
+0.18%
●
53.41 ($56.03) 57.9
$58.08
3.66%
Add 6.88%
95,877
6,168
BNDX 		Vanguard Total International Bond ETF2024-09-30Add
+0.15%
●
48.42 ($49.65) 50.35
$49.79
0.28%
Add 2.69%
227,099
5,952
COMB 		GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF2024-09-30Add
+0.14%
●
19.07 ($19.78) 20.73
$20.34
2.83%
Add 6.69%
210,975
13,222
ICOW 		Pacer Developed Markets International Cash Cows 100 ETF2024-09-30Add
+0.13%
●
29.08 ($30.89) 31.85
$30.73
-0.52%
Add 10.94%
84,769
8,360
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+0.13%
●
23.16 ($25.16) 26.42
$26.44
5.09%
Add 265.93%
13,876
2,521
AAPL 		Apple Inc2024-09-30Reduce
-0.11%
●
207.23 ($223.32) 234.82
$223.45
0.06%
Reduce -16.58%
5,113
-1,016

AMERICAN FINANCIAL & TAX STRATEGIES INC Total Holding History ($B)

To

AMERICAN FINANCIAL & TAX STRATEGIES INC's Asset Allocation

To

AMERICAN FINANCIAL & TAX STRATEGIES INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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AMERICAN FINANCIAL & TAX STRATEGIES INC's Hypothetical Growth since 2024-09-30

AMERICAN FINANCIAL & TAX STRATEGIES INC's Yearly Returns

Year Portfolio % % Excess Gain %

AMERICAN FINANCIAL & TAX STRATEGIES INC's Holdings Heat Map

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AMERICAN FINANCIAL & TAX STRATEGIES INC's Holdings Bubble Chart

AMERICAN FINANCIAL & TAX STRATEGIES INC News

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