Instuitional Investor - Aafcpas Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Aafcpas Wealth Management, Llc |
| Portfolio Value | $237,154,676 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 85,528 | $58,581,219 | 24.7% | |
| 2. | Vanguard Index Fds - VALUE ETF | 184,455 | $35,229,071 | 14.85% | |
| 3. | Ishares Tr - CORE MSCI INTL | 419,662 | $34,613,756 | 14.6% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 104,860 | $26,521,138 | 11.18% | |
| 5. | Vanguard Whitehall Funds | 240,698 | $21,662,859 | 9.13% |