AMERICAN FINANCIAL TAX STRATEGIES 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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| BNDX | VANGUARD CHARLOTTE FUNDS | 229,801 | -749 | -0.32% | $48.83 | 6.03% | 0.02% | 11,218,890 | 2025-03-31 | ||||||
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | 282,926 | -15,004 | -5.04% | $27.29 | 4.70% | 0.00% | 8,733,915 | 2025-03-31 | ||||||
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND | 86,543 | -3,309 | -3.68% | $72.14 | 4.32% | 0.04% | 8,030,370 | 2025-03-31 | ||||||
| SPYV | SPDR(R) PORTFOLIO S&P 500 VALUE ETF | 148,275 | -10,345 | -6.52% | $45.07 | 4.07% | 0.03% | 7,572,395 | 2025-03-31 | ||||||
| SPYG | SPDR(R) PORTFOLIO S&P 500 GROWTH ETF | 92,828 | -10,887 | -10.50% | $61.52 | 4.01% | 0.02% | 7,460,574 | 2025-03-31 | ||||||
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 95,437 | -1,569 | -1.62% | $59.95 | 3.83% | 0.09% | 7,131,015 | 2025-03-31 | ||||||
| MGK | VANGUARD WORLD FUND | 18,261 | -8 | -0.04% | $242.80 | 3.03% | 0.03% | 5,640,303 | 2025-03-31 | ||||||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 110,917 | +3,254 | +3.02% | $0.00 | 2.96% | 0.02% | 5,503,677 | 2025-03-31 | ||||||
| COWZ | PACER US CASH COWS 100 ETF | 100,002 | -519 | -0.52% | $53.23 | 2.94% | 0.00% | 5,476,132 | 2025-03-31 | ||||||
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | 186,368 | -5,862 | -3.05% | $23.96 | 2.75% | 0.00% | 5,119,519 | 2025-03-31 | ||||||
| COMB | GRANITESHARES BLOOMBERG COMMODITY BROAD STRATEGY NO K-1 ETF | 215,563 | -3,051 | -1.40% | $20.37 | 2.51% | 0.00% | 4,677,724 | 2025-03-31 | ||||||
| VWOB | VANGUARD WHITEHALL FUNDS | 71,009 | -410 | -0.57% | $60.64 | 2.45% | 0.08% | 4,558,770 | 2025-03-31 | ||||||
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | 52,695 | -1,102 | -2.05% | $62.34 | 2.29% | 0.19% | 4,267,768 | 2025-03-31 | ||||||
| SCHV | SCHWAB US LARGE-CAP VALUE ETF | 143,707 | -11,578 | -7.46% | $23.13 | 2.05% | 0.00% | 3,819,732 | 2025-03-31 | ||||||
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | 45,576 | -2,548 | -5.29% | $74.01 | 2.03% | 0.05% | 3,780,105 | 2025-03-31 | ||||||
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 30,111 | -2,638 | -8.06% | $98.86 | 1.96% | 0.03% | 3,647,044 | 2025-03-31 | ||||||
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 46,762 | +5,153 | +12.38% | $0.00 | 1.85% | 0.00% | 3,434,695 | 2025-03-31 | ||||||
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF | 92,072 | -7,701 | -7.72% | $33.83 | 1.79% | 0.00% | 3,327,498 | 2025-03-31 | ||||||
| FLMI | FRANKLIN LIBERTY INTERMEDIATE MUNICIPAL OPPORTUNITIES ETF | 134,343 | -7,117 | -5.03% | $23.55 | 1.77% | 0.00% | 3,283,343 | 2025-03-31 | ||||||
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | 148,056 | -12,383 | -7.72% | $20.29 | 1.71% | 0.00% | 3,177,282 | 2025-03-31 | ||||||
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND | 12,649 | -176 | -1.37% | $201.66 | 1.66% | 0.02% | 3,094,513 | 2025-03-31 | ||||||
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | 96,486 | -894 | -0.92% | $30.09 | 1.63% | 0.00% | 3,030,625 | 2025-03-31 | ||||||
| AGGY | WISDOMTREE YIELD ENHANCED US AGGREGATE BOND FUND | 67,485 | -2,044 | -2.94% | $41.97 | 1.58% | 0.00% | 2,930,874 | 2025-03-31 | ||||||
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | 18,060 | -217 | -1.19% | $134.07 | 1.56% | 0.02% | 2,899,386 | 2025-03-31 | ||||||
| EFG | ISHARES MSCI EAFE GROWTH ETF | 28,795 | -2,362 | -7.58% | $87.46 | 1.55% | 0.02% | 2,879,534 | 2025-03-31 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 15,162 | -594 | -3.77% | $163.26 | 1.52% | 0.01% | 2,824,450 | 2025-03-31 | ||||||
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 35,349 | -805 | -2.23% | $75.71 | 1.49% | 0.01% | 2,767,123 | 2025-03-31 | ||||||
| FLBL | FRANKLIN SENIOR LOAN ETF | 113,563 | -726 | -0.64% | $24.05 | 1.47% | 0.00% | 2,733,471 | 2025-03-31 | ||||||
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 10,353 | +176 | +1.73% | $0.00 | 1.40% | 0.02% | 2,606,575 | 2025-03-31 | ||||||
| PZT | INVESCO NEW YORK AMT-FREE MUNICIPAL BOND ETF | 115,933 | -8,115 | -6.54% | $23.01 | 1.38% | 1.87% | 2,562,119 | 2025-03-31 | ||||||
| EFV | ISHARES MSCI EAFE VALUE ETF | 36,541 | -4,712 | -11.42% | $49.06 | 1.16% | 0.01% | 2,153,741 | 2025-03-31 | ||||||
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | 32,216 | -956 | -2.88% | $56.08 | 1.10% | 0.02% | 2,046,682 | 2025-03-31 | ||||||
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 16,001 | -635 | -3.82% | $112.76 | 1.07% | 0.03% | 1,992,062 | 2025-03-31 | ||||||
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND | 21,642 | -852 | -3.79% | $79.65 | 0.98% | 0.14% | 1,816,084 | 2025-03-31 | ||||||
| SLYG | SPDR(R) S & P 600 SMALL CAP GROWTH ETF | 21,557 | -162 | -0.75% | $74.80 | 0.96% | 0.05% | 1,789,210 | 2025-03-31 | ||||||
| AAPL | APPLE | 7,150 | +2,037 | +39.84% | $196.95 | 0.85% | 0.00% | 1,588,294 | 2025-03-31 | ||||||
| XLB | MATERIALS SELECT SECTOR SPDR FUND | 18,229 | -634 | -3.36% | $79.37 | 0.84% | 0.03% | 1,567,286 | 2025-03-31 | ||||||
| MDYG | SPDR(R) S & P 400 MID CAP GROWTH ETF | 19,261 | +881 | +4.79% | $70.05 | 0.82% | 0.06% | 1,530,479 | 2025-03-31 | ||||||
| VNQ | VANGUARD REAL ESTATE INDEX FUND | 16,805 | -717 | -4.09% | $79.06 | 0.82% | 0.00% | 1,521,525 | 2025-03-31 | ||||||
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 12,987 | -5 | -0.04% | $103.74 | 0.76% | 0.00% | 1,411,517 | 2025-03-31 | ||||||
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 38,187 | -1,224 | -3.11% | $34.40 | 0.74% | 0.00% | 1,370,132 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 3,703 | -5 | -0.13% | $282.71 | 0.72% | 0.00% | 1,337,116 | 2025-03-31 | ||||||
| CALF | PACER US SMALL CAP CASH COWS 100 ETF | 34,904 | +3,039 | +9.54% | $43.91 | 0.70% | 0.00% | 1,308,900 | 2025-03-31 | ||||||
| IVOV | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND | 13,469 | -1,435 | -9.63% | $79.34 | 0.67% | 0.14% | 1,239,733 | 2025-03-31 | ||||||
| PM | PHILIP MORRIS INTERNATIONAL | 7,659 | -2,400 | -23.86% | $92.20 | 0.65% | 0.00% | 1,215,713 | 2025-03-31 | ||||||
| BAR | GRANITESHARES GOLD TRUST | 37,071 | -1,183 | -3.09% | $19.57 | 0.61% | 0.00% | 1,143,270 | 2025-03-31 | ||||||
| SPEM | SPDR(R) PORTFOLIO EMERGING MARKETS ETF | 29,039 | 0 | 0.00% | $33.93 | 0.61% | 0.01% | 1,143,265 | 2025-03-31 | ||||||
| MDYV | SPDR(R) S & P 400 MID CAP VALUE ETF | 13,848 | +104 | +0.76% | $69.37 | 0.57% | 0.04% | 1,066,991 | 2025-03-31 | ||||||
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 20,287 | -12 | -0.06% | $49.77 | 0.55% | 0.01% | 1,014,122 | 2025-03-31 | ||||||
| MO | ALTRIA | 16,447 | 0 | 0.00% | $41.25 | 0.53% | 0.00% | 987,149 | 2025-03-31 | ||||||