Back to AMERICAN FINANCIAL & TAX STRATEGIES INC

American Financial & Tax Strategies Inc

All holdings · as of Jun 30, 2026

102 positions

CompanyClassValueShares% of portfolio
WISDOMTREE TR$11.99M243,7095.4%
VANGUARD CHARLOTTE FDS$11.32M233,6685.1%
VANGUARD SCOTTSDALE FDS$9.67M75,6604.4%
SPDR SERIES TRUST$8.36M137,5253.8%
VANGUARD WORLD FD$7.43M84,5733.4%
PACER FDS TR$6.85M110,2073.1%
WISDOMTREE TR$6.83M149,1533.1%
SPDR SERIES TRUST$6.51M54,6942.9%
INVESCO EXCH TRADED FD TR II$6.10M81,4842.8%
FIDELITY COVINGTON TRUST$5.85M199,5542.6%
VANGUARD MUN BD FDS$5.74M113,4212.6%
GRANITESHARES ETF TR$5.29M219,6672.4%
VANGUARD WHITEHALL FDS$4.98M74,0202.2%
ISHARES TR$4.92M42,0222.2%
VANGUARD WHITEHALL FDS$4.65M49,8492.1%
ISHARES TR$4.59M167,4002.1%
VANGUARD BD INDEX FDS$4.23M57,6681.9%
PACER FDS TR$3.90M93,6161.8%
VANGUARD INDEX FDS$3.87M10,5911.7%
SCHWAB STRATEGIC TR$3.86M73,1191.7%
SCHWAB STRATEGIC TR$3.82M109,6091.7%
VANGUARD INDEX FDS$3.62M14,8971.6%
VANGUARD INDEX FDS$3.49M17,6651.6%
VANGUARD INDEX FDS$3.46M11,2981.6%
FRANKLIN TEMPLETON ETF TR$2.95M117,0461.3%
NORTHERN LIGHTS FD TR$2.93M115,4501.3%
ISHARES TR$2.92M23,4521.3%
WISDOMTREE TR$2.78M63,9271.3%
FRANKLIN TEMPLETON ETF TR$2.75M119,7851.2%
ABRDN ETFS$2.70M120,7511.2%
SPDR SERIES TRUST$2.67M22,4231.2%
ISHARES TR$2.34M13,1281.1%
PACER FDS TR$2.28M45,1151.0%
ISHARES TR$2.22M26,9591.0%
VANGUARD BD INDEX FDS$2.15M27,6061.0%
ISHARES TR$2.14M27,9361.0%
VANGUARD ADMIRAL FDS INC$2.09M17,8480.9%
SPDR SERIES TRUST$1.93M17,2230.9%
CISCO SYSTEMS, INC.$1.81M15,3810.8%
SCHWAB STRATEGIC TR$1.76M36,6750.8%
INVESCO EXCH TRADED FD TR II$1.74M76,6740.8%
SELECT SECTOR SPDR TR$1.56M30,6540.7%
SPDR INDEX SHS FDS$1.47M28,3920.7%
EXXON MOBIL CORP$1.44M10,5580.7%
SPDR SERIES TRUST$1.39M14,6120.6%
ISHARES TR$1.35M10,8320.6%
VANGUARD INDEX FDS$1.32M13,7010.6%
SPDR SERIES TRUST$1.30M11,8900.6%
GRANITESHARES GOLD TR$1.23M31,1680.6%
Apple Inc.$1.20M4,1500.5%
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