American Financial & Tax Strategies

American Financial & Tax Strategies as of Dec. 31, 2024

Portfolio Holdings for American Financial & Tax Strategies

American Financial & Tax Strategies holds 90 positions in its portfolio as reported in the December 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) 5.9 $11M 231k 49.05
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 4.8 $9.3M 90k 103.30
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.7 $9.1M 104k 87.90
Wisdomtree Tr Em Ex St-owned (XSOE) 4.7 $9.1M 298k 30.48
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.2 $8.1M 159k 51.14
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 3.5 $6.8M 97k 70.00
Vanguard World Mega Grwth Ind (MGK) 3.3 $6.3M 18k 343.40
Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.9 $5.7M 101k 56.48
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.8 $5.4M 108k 50.13
Fidelity Covington Trust Msci Rl Est Etf (FREL) 2.7 $5.2M 192k 27.02
Ishares Tr Morningstar Grwt (ILCG) 2.5 $4.8M 54k 89.60
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.3 $4.5M 71k 63.15
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 2.3 $4.4M 219k 19.95
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.1 $4.0M 155k 26.07
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.0 $3.8M 48k 79.99
Ishares Tr Core High Dv Etf (HDV) 1.9 $3.7M 33k 112.26
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 1.8 $3.5M 142k 24.43
Schwab Strategic Tr Fundamental Intl (FNDF) 1.7 $3.3M 100k 33.21
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.7 $3.3M 13k 253.75
Abrdn Etfs Bbrg All Comd K1 (BCI) 1.6 $3.2M 160k 19.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.6 $3.1M 16k 198.18
Ishares Tr Eafe Grwth Etf (EFG) 1.6 $3.0M 31k 96.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.6 $3.0M 42k 71.91
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.5 $3.0M 70k 42.92
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.5 $3.0M 18k 161.77
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.5 $2.9M 10k 280.06
Pacer Fds Tr Developed Mrkt (ICOW) 1.5 $2.8M 97k 29.19
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 1.5 $2.8M 124k 22.70
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $2.8M 36k 77.27
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 1.4 $2.8M 114k 24.27
Ishares Tr S&P SML 600 GWT (IJT) 1.2 $2.3M 17k 135.37
Ishares Tr Eafe Value Etf (EFV) 1.1 $2.2M 41k 52.47
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.1 $2.1M 23k 93.33
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.0 $2.0M 33k 60.75
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.0 $2.0M 22k 90.35
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.8 $1.6M 18k 86.89
Select Sector Spdr Tr Sbi Materials (XLB) 0.8 $1.6M 19k 84.14
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.6M 18k 89.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $1.5M 3.7k 401.58
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.7 $1.4M 15k 95.56
Pacer Fds Tr Pacer Us Small (CALF) 0.7 $1.4M 32k 44.01
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $1.4M 13k 106.84
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.7 $1.4M 39k 34.33
Apple (AAPL) 0.7 $1.3M 5.1k 250.43
Philip Morris International (PM) 0.6 $1.2M 10k 120.35
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.6 $1.2M 13k 87.25
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $1.1M 29k 38.37
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.6 $1.1M 14k 80.20
Ishares Tr Core Intl Aggr (IAGG) 0.5 $1.0M 20k 49.92
Amazon (AMZN) 0.5 $1.0M 4.6k 219.39
Graniteshares Gold Tr Shs Ben Int (BAR) 0.5 $990k 38k 25.89
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.5 $957k 48k 19.79
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.5 $917k 4.4k 210.13
Ishares Jp Mrg Em Crp Bd (CEMB) 0.5 $879k 20k 44.38
Altria (MO) 0.4 $860k 16k 52.29
Vulcan Materials Company (VMC) 0.4 $691k 2.7k 257.23
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.4 $677k 24k 28.32
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $665k 7.5k 89.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $613k 14k 44.04
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $610k 4.9k 124.96
Vanguard Index Fds Growth Etf (VUG) 0.3 $605k 1.5k 410.54
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.3 $594k 5.3k 112.69
Tesla Motors (TSLA) 0.3 $553k 1.4k 403.84
Mondelez Intl Cl A (MDLZ) 0.3 $512k 8.6k 59.73
Microsoft Corporation (MSFT) 0.3 $509k 1.2k 421.50
Cisco Systems (CSCO) 0.3 $496k 8.4k 59.20
Vanguard Index Fds Small Cp Etf (VB) 0.3 $492k 2.0k 240.26
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $492k 5.4k 90.93
Exxon Mobil Corporation (XOM) 0.2 $449k 4.2k 107.58
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $444k 11k 39.56
Coca-Cola Company (KO) 0.2 $403k 6.5k 62.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $394k 868.00 453.33
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $389k 3.1k 126.75
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $355k 11k 33.91
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $339k 3.8k 88.40
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $338k 3.9k 85.84
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $337k 12k 27.87
Ishares Tr Select Divid Etf (DVY) 0.2 $335k 2.6k 131.29
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $294k 1.1k 264.18
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.1 $288k 7.2k 39.81
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $286k 13k 22.72
Vaneck Etf Trust Green Bond Etf (GRNB) 0.1 $279k 12k 23.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $278k 960.00 289.81
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $271k 6.0k 44.92
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $262k 4.6k 57.41
Ishares Tr Morningstar Valu (ILCV) 0.1 $259k 3.2k 80.98
Alphabet Cap Stk Cl A (GOOGL) 0.1 $243k 1.3k 189.30
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $240k 8.6k 27.71
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $225k 5.7k 39.37
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $144k 13k 11.38