$590 Million is the total value of American Financial Advisors, LLC's 125 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ENPH | New | ENPHASE ENERGY INC | $259,396 | – | 979 | +100.0% | 0.04% | – |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $257,645 | – | 11,928 | +100.0% | 0.04% | – | |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $226,215 | – | 2,568 | +100.0% | 0.04% | – |
| MRK | New | MERCK & CO INC | $217,919 | – | 1,964 | +100.0% | 0.04% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $205,745 | – | 4,592 | +100.0% | 0.04% | – |
| JPM | New | JPMORGAN CHASE & CO | $202,608 | – | 1,511 | +100.0% | 0.03% | – |
| TSLA | New | TESLA INCcall | $73,908 | – | 600 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Small Cap Grwth | 20 | Q3 2023 | 9.0% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 9.4% |
| ISHARES TR | 20 | Q3 2023 | 6.8% |
| ISHARES TR | 20 | Q3 2023 | 5.3% |
| ISHARES TR | 20 | Q3 2023 | 6.0% |
| SPDR S&P Biotech ETF | 20 | Q3 2023 | 5.5% |
| ISHARES TR | 20 | Q3 2023 | 4.0% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 4.5% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.8% |
| Vanguard Total Intl Bd Idx | 20 | Q3 2023 | 3.8% |
View American Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-02 |
View American Financial Advisors, 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.