American Financial & Tax Strategies

American Financial & Tax Strategies as of March 31, 2024

Portfolio Holdings for American Financial & Tax Strategies

American Financial & Tax Strategies holds 91 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.7 $11M 214k 49.19
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.7 $8.7M 119k 73.15
Wisdomtree Tr Em Ex St-owned (XSOE) 4.6 $8.6M 292k 29.46
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 4.3 $8.0M 93k 86.67
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 3.6 $6.7M 101k 65.87
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.4 $6.3M 126k 50.10
Vanguard World Mega Grwth Ind (MGK) 2.9 $5.4M 19k 286.60
Fidelity Covington Trust Msci Rl Est Etf (FREL) 2.7 $5.0M 190k 26.09
Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.5 $4.7M 82k 58.11
Wisdomtree Tr Us Hgh Yld Corp (WFHY) 2.3 $4.3M 95k 45.31
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.3 $4.2M 66k 63.85
Ishares Tr Morningstar Grwt (ILCG) 2.3 $4.2M 56k 75.48
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.2 $4.2M 83k 50.60
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 2.2 $4.0M 202k 19.87
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.2 $4.0M 53k 75.98
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.1 $3.8M 47k 81.53
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 2.0 $3.8M 107k 35.61
Ishares Tr Core High Dv Etf (HDV) 2.0 $3.7M 34k 110.21
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 1.8 $3.3M 135k 24.53
Ishares Tr Eafe Grwth Etf (EFG) 1.7 $3.2M 31k 103.79
Abrdn Etfs Bbrg All Comd K1 (BCI) 1.7 $3.1M 158k 19.77
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.7 $3.1M 16k 191.88
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.7 $3.1M 71k 43.40
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 1.5 $2.9M 118k 24.50
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.5 $2.9M 12k 235.79
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $2.9M 37k 76.67
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 1.5 $2.9M 124k 23.04
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.5 $2.8M 18k 155.91
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.3 $2.4M 9.3k 260.72
Ishares Tr S&P SML 600 GWT (IJT) 1.2 $2.3M 18k 130.73
Ishares Tr Eafe Value Etf (EFV) 1.2 $2.3M 42k 54.40
Pacer Fds Tr Developed Mrkt (ICOW) 1.2 $2.2M 70k 31.95
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.1 $2.1M 34k 63.33
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.1 $2.0M 23k 88.42
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.0 $1.8M 21k 87.23
Select Sector Spdr Tr Sbi Materials (XLB) 0.9 $1.8M 19k 92.89
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $1.8M 24k 72.63
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.9 $1.6M 18k 87.29
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.8 $1.5M 3.7k 397.73
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.5M 17k 86.48
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $1.4M 13k 108.92
Cisco Systems (CSCO) 0.8 $1.4M 28k 49.91
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $1.4M 4.1k 337.05
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.7 $1.4M 15k 90.80
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.7 $1.3M 37k 35.80
Pacer Fds Tr Pacer Us Small (CALF) 0.6 $1.2M 24k 49.16
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $1.1M 30k 36.19
Ishares Tr Core Intl Aggr (IAGG) 0.6 $1.1M 22k 49.95
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.6 $1.1M 13k 82.97
Apple (AAPL) 0.6 $1.0M 6.1k 171.49
Philip Morris International (PM) 0.5 $918k 10k 91.62
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.5 $918k 4.7k 197.08
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.5 $903k 12k 76.00
Ishares Jp Mrg Em Crp Bd (CEMB) 0.5 $879k 20k 44.48
Amazon (AMZN) 0.5 $862k 4.8k 180.38
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.5 $859k 40k 21.65
Graniteshares Gold Tr Shs Ben Int (BAR) 0.4 $833k 38k 21.96
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.4 $771k 25k 30.67
Vulcan Materials Company (VMC) 0.4 $734k 2.7k 272.92
Altria (MO) 0.4 $717k 16k 43.62
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $654k 7.3k 89.67
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.3 $641k 5.7k 113.45
Mondelez Intl Cl A (MDLZ) 0.3 $601k 8.6k 70.00
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $599k 14k 42.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $588k 14k 41.77
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $579k 4.9k 118.29
Vanguard Index Fds Growth Etf (VUG) 0.3 $516k 1.5k 344.23
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $493k 5.4k 91.25
Vanguard Index Fds Small Cp Etf (VB) 0.3 $489k 2.1k 228.62
Exxon Mobil Corporation (XOM) 0.3 $472k 4.1k 116.24
Microsoft Corporation (MSFT) 0.2 $459k 1.1k 420.72
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $423k 5.0k 84.09
Coca-Cola Company (KO) 0.2 $419k 6.8k 61.18
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $367k 4.0k 92.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $365k 868.00 420.57
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $353k 3.1k 114.14
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $343k 11k 31.62
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $317k 7.4k 43.04
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $313k 1.3k 249.81
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $312k 4.1k 76.28
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.2 $304k 7.3k 41.59
Ishares Tr Select Divid Etf (DVY) 0.2 $291k 2.4k 123.18
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $277k 4.7k 58.65
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $271k 1.0k 259.90
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $268k 12k 22.99
Ishares Tr Morningstar Valu (ILCV) 0.1 $246k 3.2k 76.86
Tesla Motors (TSLA) 0.1 $244k 1.4k 175.79
NVIDIA Corporation (NVDA) 0.1 $235k 260.00 903.80
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $234k 2.9k 81.43
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $208k 5.3k 38.86
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $170k 12k 13.98