Instuitional Investor - Aafcpas Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Aafcpas Wealth Management, Llc |
| Portfolio Value | $196,773,151 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 75,215 | $44,277,576 | 22.5% | |
| 2. | Ishares Tr - CORE MSCI INTL | 392,044 | $25,275,071 | 12.84% | |
| 3. | Vanguard Index Fds - VALUE ETF | 133,179 | $22,547,216 | 11.45% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 100,965 | $21,248,116 | 10.79% | |
| 5. | IEF | 290,345 | $18,091,388 | 9.19% |
