| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD CHARLOTTE FDS | 3 | Q2 2024 | 5.8% |
| SPDR SER TR | 3 | Q2 2024 | 4.7% |
| WISDOMTREE TR | 3 | Q2 2024 | 4.8% |
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 4.5% |
| INVESCO EXCH TRADED FD TR II | 3 | Q2 2024 | 3.7% |
| SPDR SER TR | 3 | Q2 2024 | 3.4% |
| VANGUARD WORLD FD | 3 | Q2 2024 | 3.0% |
| FIDELITY COVINGTON TRUST | 3 | Q2 2024 | 2.7% |
| WISDOMTREE TR | 3 | Q2 2024 | 2.4% |
| VANGUARD MUN BD FDS | 3 | Q2 2024 | 2.7% |
View AMERICAN FINANCIAL & TAX STRATEGIES INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-08-02 |
View AMERICAN FINANCIAL & TAX STRATEGIES 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.