AMERICAN FINANCIAL ADVISORS LLC

Stock Holdings
Option Holdings
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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)
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QQQ
INVESCO QQQ
113,288-3,836-3.28%
Created with Highcharts 10.1.0
$276.468.75%0.02%62,494,4532025-06-30
BRK.B
BERKSHIRE HATHAWAY
84,936-1,716-1.98%
Created with Highcharts 10.1.0
$0.005.78%0.00%41,259,2582025-06-30
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
199,709-5,092-2.49%
Created with Highcharts 10.1.0
$119.665.72%0.05%40,874,5352025-06-30
IWB
ISHARES RUSSELL 1000 ETF
117,260-2,408-2.01%
Created with Highcharts 10.1.0
$187.895.58%0.10%39,818,0172025-06-30
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND
422,436-4,329-1.01%
Created with Highcharts 10.1.0
$78.795.33%0.49%38,069,9482025-06-30
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
130,876-2,185-1.64%
Created with Highcharts 10.1.0
$169.545.08%0.19%36,244,6692025-06-30
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
368,038-7,360-1.96%
Created with Highcharts 10.1.0
$71.674.68%0.00%33,450,9532025-06-30
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
395,784-3,498-0.88%
Created with Highcharts 10.1.0
$81.304.41%0.09%31,464,8362025-06-30
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
350,558+1,576+0.45%
Created with Highcharts 10.1.0
$79.214.07%0.06%29,068,3052025-06-30
SCHD
SCHWAB US DIVIDEND EQUITY ETF
1,084,360+16,469+1.54%
Created with Highcharts 10.1.0
$23.094.02%0.00%28,735,5402025-06-30
VO
VANGUARD MID-CAP INDEX FUND
88,825-1,966-2.17%
Created with Highcharts 10.1.0
$213.333.48%0.03%24,855,8772025-06-30
CGCB
CAPITAL GROUP CORE BOND ETF
878,099-26,245-2.90%
Created with Highcharts 10.1.0
$25.863.23%0.00%23,094,0032025-06-30
SLYV
SPDR(R) S & P 600 SMALL CAP VALUE ETF
254,108-4,280-1.66%
Created with Highcharts 10.1.0
$82.142.84%0.56%20,267,6822025-06-30
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
145,354-1,919-1.30%
Created with Highcharts 10.1.0
$128.362.74%0.06%19,592,3052025-06-30
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
228,300-6,371-2.71%
Created with Highcharts 10.1.0
$43.722.42%0.00%17,254,9382025-06-30
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
341,217-2,469-0.72%
Created with Highcharts 10.1.0
$49.172.35%0.00%16,808,3672025-06-30
IJH
ISHARES CORE S&P MID-CAP ETF
229,291+13,848+6.43%
Created with Highcharts 10.1.0
$172.781.99%0.01%14,220,6382025-06-30
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
485,489-6,029-1.23%
Created with Highcharts 10.1.0
$31.361.99%0.48%14,215,1292025-06-30
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
277,354-10,720-3.72%
Created with Highcharts 10.1.0
$36.761.61%0.16%11,488,0102025-06-30
LLY
ELI LILLY
13,385-14-0.10%
Created with Highcharts 10.1.0
$113.911.46%0.00%10,433,7002025-06-30
SCHA
SCHWAB US SMALL-CAP ETF
378,799+2,988+0.80%
Created with Highcharts 10.1.0
$20.631.34%0.00%9,583,6222025-06-30
DAL
DELTA AIR LINES
136,697+801+0.59%
Created with Highcharts 10.1.0
$37.770.94%0.02%6,722,7492025-06-30
AAPL
APPLE
32,418-133-0.41%
Created with Highcharts 10.1.0
$136.260.93%0.00%6,651,2892025-06-30
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
125,480+1,045+0.84%
Created with Highcharts 10.1.0
$50.240.89%0.02%6,359,3292025-06-30
AMZN
AMAZON
27,686+482+1.77%
Created with Highcharts 10.1.0
$129.300.85%0.00%6,074,0322025-06-30
DNP
DNP SELECT INCOME FUND
549,861-51,567-8.57%
Created with Highcharts 10.1.0
$11.110.75%0.00%5,383,1402025-06-30
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
17,476+2,647+17.85%
Created with Highcharts 10.1.0
$184.200.74%0.00%5,311,3352025-06-30
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
71,120-6,960-8.91%
Created with Highcharts 10.1.0
$67.250.72%0.05%5,169,0032025-06-30
IVV
ISHARES CORE S&P 500 ETF
6,812+1,887+38.31%
Created with Highcharts 10.1.0
$392.450.59%0.00%4,229,4052025-06-30
XBI
SPDR(R) S&P(R) BIOTECH ETF
46,061-1,366-2.88%
Created with Highcharts 10.1.0
$108.660.53%0.08%3,819,8372025-06-30
NVDA
NVIDIA
21,840+570+2.68%
Created with Highcharts 10.1.0
$36.410.48%0.00%3,450,4842025-06-30
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
77,827-158,476-67.06%
Created with Highcharts 10.1.0
$47.500.48%0.00%3,415,8242025-06-30
EFA
ISHARES MSCI EAFE ETF
36,619+348+0.96%
Created with Highcharts 10.1.0
$62.100.46%0.01%3,273,4112025-06-30
VWO
VANGUARD EMERGING MARKETS STOCK INDEX FUND
63,487+3,452+5.75%
Created with Highcharts 10.1.0
$42.890.44%0.00%3,140,0752025-06-30
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
138,989-417-0.30%
Created with Highcharts 10.1.0
$13.050.43%0.00%3,071,6482025-06-30
XAR
SPDR(R) S&P(R) AEROSPACE & DEFENSE ETF
14,258-514-3.48%
Created with Highcharts 10.1.0
$99.670.42%0.08%3,007,5242025-06-30
GOOGL
ALPHABET
16,818+315+1.91%
Created with Highcharts 10.1.0
$114.730.42%0.00%2,963,9152025-06-30
HD
HOME DEPOT
6,227-179-2.79%
Created with Highcharts 10.1.0
$279.070.32%0.00%2,282,9912025-06-30
MSFT
MICROSOFT
4,230-21-0.49%
Created with Highcharts 10.1.0
$138.700.29%0.00%2,103,9812025-06-30
META
META
2,813-11-0.39%
Created with Highcharts 10.1.0
$215.130.29%0.00%2,076,4842025-06-30
WELL
WELLTOWER
13,203-63-0.47%
Created with Highcharts 10.1.0
$67.640.28%0.00%2,029,7532025-06-30
SCHX
SCHWAB US LARGE-CAP ETF
77,073+13+0.02%
Created with Highcharts 10.1.0
$14.370.26%0.00%1,883,6642025-06-30
RWR
SPDR(R) DOW JONES REIT ETF
19,389-279-1.42%
Created with Highcharts 10.1.0
$94.200.26%0.09%1,869,9112025-06-30
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
52,158-14,043-21.21%
Created with Highcharts 10.1.0
$24.160.26%0.00%1,869,3432025-06-30
SPY
SPDR S&P 500 ETF
2,797+83+3.06%
Created with Highcharts 10.1.0
$442.390.24%0.00%1,727,9392025-06-30
SCHP
SCHWAB US TIPS ETF
62,634-250-0.40%
Created with Highcharts 10.1.0
$26.950.23%0.00%1,671,0812025-06-30
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
26,333-279-1.05%
Created with Highcharts 10.1.0
$44.640.23%0.00%1,652,1572025-06-30
IWN
ISHARES RUSSELL 2000 VALUE ETF
10,328+80+0.78%
Created with Highcharts 10.1.0
$118.860.23%0.01%1,629,3912025-06-30
IWD
ISHARES RUSSELL 1000 VALUE ETF
8,017-34-0.42%
Created with Highcharts 10.1.0
$119.920.22%0.00%1,557,1492025-06-30
RSPT
GUGGENHEIM S&P 500(R) EQUAL WEIGHT TECHNOLOGY ETF
36,897+23+0.06%
Created with Highcharts 10.1.0
$248.910.21%0.04%1,504,6452025-06-30