| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 36 | Q3 2023 | 17.6% |
| VANGUARD INDEX FDS | 36 | Q3 2023 | 10.2% |
| VANGUARD INDEX FDS | 36 | Q3 2023 | 8.1% |
| APPLE INC | 36 | Q3 2023 | 4.8% |
| ISHARES TR | 36 | Q3 2023 | 6.7% |
| VANGUARD INDEX FDS | 36 | Q3 2023 | 4.4% |
| MICROSOFT CORP | 36 | Q3 2023 | 3.3% |
| 3M CO | 36 | Q3 2023 | 2.3% |
| VANGUARD SPECIALIZED PORTFOL | 36 | Q3 2023 | 2.6% |
| SELECT SECTOR SPDR TR | 36 | Q3 2023 | 6.8% |
View Affiance Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-14 |
| 13F-HR/A | 2022-04-19 |
| 13F-HR | 2022-04-12 |
View Affiance Financial, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.