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Home > Institutional Investor > Aafmaa Wealth Management & Trust Llc > Profile

Instuitional Investor - Aafmaa Wealth Management & Trust Llc

Fund Profile
Filing Period:
Fund Name: Aafmaa Wealth Management & Trust Llc
Portfolio Value $220,274,456
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 638,470 $50,400,822 22.88%
2.
Spdr S & P 500 Etf Trust
 SPY 20,393 $11,407,640 5.18%
3.
Ishares Trust
 IEF 71,457 $9,080,755 4.12%
4.
Ishares Tr - MBS ETF
 73,337 $6,877,544 3.12%
5.
Ishares Tr - IBOXX HI YD ETF
 86,852 $6,851,754 3.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)