$635 Million is the total value of American Financial Advisors, LLC's 134 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $1,734,471 | -3.5% | 66,201 | 0.0% | 0.27% | -2.8% | |
| IWD | ISHARES TRrus 1000 val etf | $1,258,115 | -3.8% | 8,287 | 0.0% | 0.20% | -3.4% | |
| IWM | ISHARES TRrussell 2000 etf | $942,159 | -5.6% | 5,331 | 0.0% | 0.15% | -5.1% | |
| GOOG | ALPHABET INCcap stk cl c | $406,623 | +9.0% | 3,084 | 0.0% | 0.06% | +10.3% | |
| UNH | UNITEDHEALTH GROUP INC | $353,438 | +4.9% | 701 | 0.0% | 0.06% | +5.7% | |
| XT | ISHARES TRexponential tech | $263,521 | -6.1% | 5,047 | 0.0% | 0.04% | -4.5% | |
| DIMENSIONAL ETF TRUSTworld ex us core | $268,619 | -3.4% | 11,928 | 0.0% | 0.04% | -4.5% | ||
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $255,233 | -2.9% | 1,034 | 0.0% | 0.04% | -2.4% | |
| UBER | UBER TECHNOLOGIES INC | $245,863 | +6.5% | 5,346 | 0.0% | 0.04% | +8.3% | |
| DVY | ISHARES TRselect divid etf | $225,372 | -5.0% | 2,094 | 0.0% | 0.04% | -2.7% | |
| CIK | CREDIT SUISSE ASSET MGMT INC | $29,591 | -11.9% | 11,425 | 0.0% | 0.01% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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.