AFS FINANCIAL GROUP LLC
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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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| FBND | FIDELITY TOTAL BOND ETF | 8,859 | -11,762 | -57.04% | $43.96 | 35.92% | 0.00% | 414,064 | 2024-09-30 | ||||||
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 1,384 | +7 | +0.51% | $149.24 | 23.77% | 0.00% | 274,044 | 2024-09-30 | ||||||
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | 4,673 | +4,673 | Open | $50.53 | 20.51% | 0.00% | 236,456 | 2024-09-30 | ||||||
| AOR | ISHARES CORE GROWTH ALLOCATION ETF | 3,851 | 0 | 0.00% | $50.50 | 19.79% | 0.00% | 228,133 | 2024-09-30 | ||||||
| AAPL | APPLE | 0 | -6,376 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2024-09-30 | ||||||
| CGUS | CAPITAL GROUP CORE EQUITY ETF | 0 | -20,925 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2024-09-30 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 0 | -3,705 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2024-09-30 | ||||||
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 0 | -8,323 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2024-09-30 | ||||||
| DIS | WALT DISNEY | 0 | -3,916 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2024-09-30 | ||||||
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 0 | -4,264 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2024-09-30 | ||||||
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | 0 | -4,449 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2024-09-30 | ||||||
| JPM | JPMORGAN CHASE | 0 | -1,349 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2024-09-30 | ||||||
| SPLG | SPDR(R) PORTFOLIO S&P 500 ETF | 0 | -4,007 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2024-09-30 | ||||||
| VCRB | VANGUARD CORE BOND ETF | 0 | -3,344 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2024-09-30 | ||||||
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 0 | -9,364 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2024-09-30 | ||||||
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 0 | -4,423 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2024-09-30 | ||||||
| SPY | SPDR S&P 500 ETF | 0 | -397 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2024-09-30 | ||||||
| BINC | BLACKROCK FLEXIBLE INCOME ETF | 0 | -3,962 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2024-09-30 | ||||||
| MSFT | MICROSOFT | 0 | -454 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2024-09-30 | ||||||