$174 Million is the total value of AF Advisors, Inc.'s 25 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 50.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,141,000 | +12.4% | 4,727 | +3.4% | 0.66% | +3.0% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $516,000 | +22.6% | 1,608 | +10.9% | 0.30% | +12.1% |
TSLA | Buy | TESLA INC | $408,000 | +46.8% | 386 | +7.8% | 0.23% | +34.5% |
AAPL | Buy | APPLE INC | $331,000 | +25.4% | 1,867 | +0.1% | 0.19% | +14.5% |
CWT | New | CALIFORNIA WTR SVC GROUP | $216,000 | – | 3,000 | +100.0% | 0.12% | – |
ABBV | New | ABBVIE INC | $200,000 | – | 1,480 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FAIR ISAAC CORP | 19 | Q2 2024 | 98.1% |
CHEVRON CORP NEW | 19 | Q2 2024 | 0.6% |
CATERPILLAR INC DEL | 19 | Q2 2024 | 0.4% |
CLOROX CO DEL | 19 | Q2 2024 | 0.3% |
ISHARES TR | 19 | Q2 2024 | 0.2% |
WELLS FARGO CO NEW | 18 | Q2 2024 | 1.7% |
VANGUARD INDEX FDS | 18 | Q2 2024 | 0.7% |
ISHARES TR | 18 | Q2 2024 | 0.3% |
VANGUARD STAR FDS | 18 | Q2 2024 | 0.3% |
SPDR S&P 500 ETF TR | 17 | Q2 2024 | 0.3% |
View AF Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-05 |
13F-HR | 2024-04-24 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-07 |
13F-HR | 2023-08-18 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-08 |
13F-HR | 2022-11-04 |
13F-HR | 2022-07-29 |
13F-HR | 2022-05-06 |
View AF Advisors, Inc.'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.