AFS Financial Group
Latest statistics and disclosures from AFS Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FBND, VIG, TFLO, AOR, and represent 100.00% of AFS Financial Group's stock portfolio.
- Reduced shares in these 10 stocks: CGUS, FBND, VTV, AAPL, , , VYMI, VCRB, TFLO, DIS.
- Sold out of its positions in AAPL, CGUS, DIS, IXUS, IEMG, JPM, MSFT, SPY, SPYG, SPLG. MGK, VYMI, VCRB, VTV.
- AFS Financial Group was a net seller of stock by $-23M.
- AFS Financial Group has $1.2M in assets under management (AUM), dropping by -95.15%.
- Central Index Key (CIK): 0001879345
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Portfolio Holdings for AFS Financial Group
AFS Financial Group holds 4 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 35.9 | $414k | -90% | 8.9k | 46.74 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 23.8 | $274k | -35% | 1.4k | 198.01 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 20.5 | $237k | -75% | 4.7k | 50.60 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 19.8 | $228k | 3.9k | 59.24 |
|
Past Filings by AFS Financial Group
SEC 13F filings are viewable for AFS Financial Group going back to 2022
- AFS Financial Group 2024 Q3 filed Oct. 10, 2024
- AFS Financial Group 2024 Q1 filed May 3, 2024
- AFS Financial Group 2023 Q4 filed Jan. 23, 2024
- AFS Financial Group 2023 Q3 filed Oct. 13, 2023
- AFS Financial Group 2023 Q2 filed July 18, 2023
- AFS Financial Group 2023 Q1 filed April 21, 2023
- AFS Financial Group 2022 Q4 filed Jan. 25, 2023