AF ADVISORS INC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| FICO | FAIR ISAAC | 280,597 | -76,744 | -21.48% | $369.49 | 97.91% | 1.15% | 517,465,764 | 2025-03-31 | ||||||
| WFC | WELLS FARGO | 32,040 | 0 | 0.00% | $44.32 | 0.44% | 0.00% | 2,300,152 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 5,149 | -369 | -6.69% | $215.22 | 0.27% | 0.00% | 1,415,123 | 2025-03-31 | ||||||
| CVX | CHEVRON | 4,370 | 0 | 0.00% | $89.26 | 0.14% | 0.00% | 731,057 | 2025-03-31 | ||||||
| CAT | CATERPILLAR | 2,061 | 0 | 0.00% | $136.30 | 0.13% | 0.00% | 679,718 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 1,635 | -100 | -5.76% | $255.63 | 0.11% | 0.00% | 606,314 | 2025-03-31 | ||||||
| SCHB | SCHWAB US BROAD MARKET ETF | 26,973 | +8 | +0.03% | $15.61 | 0.11% | 0.00% | 580,720 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 5,310 | +30 | +0.57% | $39.09 | 0.11% | 0.00% | 575,500 | 2025-03-31 | ||||||
| AMZN | AMAZON | 2,858 | +20 | +0.70% | $99.10 | 0.10% | 0.00% | 543,763 | 2025-03-31 | ||||||
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETF | 3,379 | 0 | 0.00% | $65.58 | 0.08% | 0.00% | 412,272 | 2025-03-31 | ||||||
| AAPL | APPLE | 1,769 | -25 | -1.39% | $110.23 | 0.07% | 0.00% | 392,916 | 2025-03-31 | ||||||
| DVY | ISHARES SELECT DIVIDEND ETF | 2,903 | +5 | +0.17% | $124.42 | 0.07% | 0.00% | 389,875 | 2025-03-31 | ||||||
| TSLA | TESLA | 1,218 | 0 | 0.00% | $228.37 | 0.06% | 0.00% | 315,657 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 550 | 0 | 0.00% | $409.04 | 0.06% | 0.00% | 307,665 | 2025-03-31 | ||||||
| CLX | CLOROX | 2,000 | 0 | 0.00% | $197.80 | 0.06% | 0.00% | 294,500 | 2025-03-31 | ||||||
| DFS | DISCOVER FINANCIAL SERVICES | 1,405 | 0 | 0.00% | $165.93 | 0.05% | 0.00% | 239,834 | 2025-03-31 | ||||||
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 1,150 | 0 | 0.00% | $174.59 | 0.04% | 0.00% | 223,089 | 2025-03-31 | ||||||
| MMM | 3M | 1,500 | +1,500 | Open | $146.65 | 0.04% | 0.00% | 220,290 | 2025-03-31 | ||||||
| T | AT&T | 7,531 | +7,531 | Open | $25.27 | 0.04% | 0.00% | 212,987 | 2025-03-31 | ||||||
| WABC | WESTAMERICA BANCORPORATION | 4,200 | 0 | 0.00% | $49.98 | 0.04% | 0.02% | 212,646 | 2025-03-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 936 | 0 | 0.00% | $214.37 | 0.04% | 0.00% | 207,545 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 960 | +960 | Open | $194.86 | 0.04% | 0.00% | 201,139 | 2025-03-31 | ||||||
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 0 | -442 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 0 | -494 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||