Affiance Financial, LLC
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $124.11M | 20.0% |
| ISHARES TR | $89.66M | 14.4% |
| VANGUARD INDEX FDS | $69.53M | 11.2% |
| PROFESIONALLY MANAGED PORTFO | $43.02M | 6.9% |
| VANGUARD TAX-MANAGED FDS | $33.80M | 5.4% |
| ISHARES TR | $27.95M | 4.5% |
| ISHARES TR | $23.32M | 3.8% |
| VANGUARD INDEX FDS | $17.03M | 2.7% |
| VANGUARD INDEX FDS | $16.87M | 2.7% |
| Apple Inc. | $11.93M | 1.9% |
| VANGUARD INTL EQUITY INDEX F | $11.47M | 1.8% |
| ISHARES TR | $11.12M | 1.8% |
| SPDR INDEX SHS FDS | $9.95M | 1.6% |
| PIMCO ETF TR | $6.68M | 1.1% |
| ISHARES TR | $6.10M | 1.0% |
| CAPITAL GRP FIXED INCM ETF T | $5.55M | 0.9% |
| MICROSOFT CORP | $5.37M | 0.9% |
| CAPITAL GROUP DIVIDEND VALUE | $5.22M | 0.8% |
| VANGUARD INTL EQUITY INDEX F | $4.68M | 0.8% |
| ISHARES TR | $4.48M | 0.7% |
| Alphabet Inc. | $4.44M | 0.7% |
| SPDR S&P 500 ETF TR | $4.15M | 0.7% |
| CAPITAL GROUP CORE EQUITY ET | $3.60M | 0.6% |
| VANGUARD SPECIALIZED FUNDS | $3.06M | 0.5% |
| Meta Platforms Inc | $3.01M | 0.5% |
| ISHARES TR | $2.99M | 0.5% |
| Alphabet Inc. | $2.98M | 0.5% |
| Amazon.com Inc | $2.88M | 0.5% |
| VANGUARD INDEX FDS | $2.86M | 0.5% |
| JPMORGAN CHASE & CO | $2.75M | 0.4% |
| ISHARES TR | $2.75M | 0.4% |
| NVIDIA Corp | $2.69M | 0.4% |
| ISHARES INC | $2.22M | 0.4% |
| INVESCO QQQ TR | $2.18M | 0.4% |
| ISHARES TR | $2.16M | 0.3% |
| Warren E. Buffett | $2.12M | 0.3% |
| Walmart Inc. | $2.06M | 0.3% |
| VANGUARD WORLD FD | $2.04M | 0.3% |
| VANGUARD STAR FDS | $1.97M | 0.3% |
| UNITEDHEALTH GROUP INC | $1.94M | 0.3% |
| SELECT SECTOR SPDR TR | $1.56M | 0.3% |
| 3M CO | $1.51M | 0.2% |
| ELI LILLY & Co | $1.51M | 0.2% |
| ISHARES TR | $1.44M | 0.2% |
| ISHARES TR | $1.39M | 0.2% |
| MCDONALD'S CORP | $1.38M | 0.2% |
| ISHARES TR | $1.22M | 0.2% |
| Marriott International Inc/MD | $1.17M | 0.2% |
| ISHARES TR | $1.15M | 0.2% |
| ISHARES TR | $1.04M | 0.2% |