American Financial & Tax Strategies

American Financial & Tax Strategies as of March 31, 2025

Portfolio Holdings for American Financial & Tax Strategies

American Financial & Tax Strategies holds 91 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.0 $11M 230k 48.82
Wisdomtree Tr Em Ex St-owned (XSOE) 4.7 $8.7M 283k 30.87
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 4.3 $8.0M 87k 92.79
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.1 $7.6M 148k 51.07
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.0 $7.5M 93k 80.37
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 3.8 $7.1M 95k 74.72
Vanguard World Mega Grwth Ind (MGK) 3.0 $5.6M 18k 308.87
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.0 $5.5M 111k 49.62
Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.9 $5.5M 100k 54.76
Fidelity Covington Trust Msci Rl Est Etf (FREL) 2.8 $5.1M 186k 27.47
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 2.5 $4.7M 216k 21.70
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.5 $4.6M 71k 64.20
Ishares Tr Morningstar Grwt (ILCG) 2.3 $4.3M 53k 80.99
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.1 $3.8M 144k 26.58
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.0 $3.8M 46k 82.94
Ishares Tr Core High Dv Etf (HDV) 2.0 $3.6M 30k 121.12
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.8 $3.4M 47k 73.45
Schwab Strategic Tr Fundamental Intl (FNDF) 1.8 $3.3M 92k 36.14
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 1.8 $3.3M 134k 24.44
Abrdn Etfs Bbrg All Comd K1 (BCI) 1.7 $3.2M 148k 21.46
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.7 $3.1M 13k 244.64
Pacer Fds Tr Developed Mrkt (ICOW) 1.6 $3.0M 97k 31.41
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.6 $2.9M 68k 43.43
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.6 $2.9M 18k 160.54
Ishares Tr Eafe Grwth Etf (EFG) 1.5 $2.9M 29k 100.00
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.5 $2.8M 15k 186.28
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $2.8M 35k 78.28
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 1.5 $2.7M 114k 24.07
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.4 $2.6M 10k 251.77
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 1.4 $2.6M 116k 22.10
Ishares Tr Eafe Value Etf (EFV) 1.2 $2.2M 37k 58.94
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.1 $2.0M 32k 63.53
Ishares Tr S&P SML 600 GWT (IJT) 1.1 $2.0M 16k 124.50
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.0 $1.8M 22k 83.91
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.0 $1.8M 22k 83.00
Apple (AAPL) 0.9 $1.6M 7.2k 222.14
Select Sector Spdr Tr Sbi Materials (XLB) 0.8 $1.6M 18k 85.98
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.8 $1.5M 19k 79.46
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.5M 17k 90.54
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $1.4M 13k 108.69
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.7 $1.4M 38k 35.88
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $1.3M 3.7k 361.09
Pacer Fds Tr Us Small Cap Cas (CALF) 0.7 $1.3M 35k 37.50
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.7 $1.2M 14k 92.04
Philip Morris International (PM) 0.7 $1.2M 7.7k 158.73
Graniteshares Gold Tr Shs Ben Int (BAR) 0.6 $1.1M 37k 30.84
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $1.1M 29k 39.37
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.6 $1.1M 14k 77.05
Ishares Tr Core Intl Aggr (IAGG) 0.5 $1.0M 20k 49.99
Altria (MO) 0.5 $987k 16k 60.02
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $964k 12k 78.40
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.5 $933k 46k 20.32
Amazon (AMZN) 0.5 $882k 4.6k 190.26
Ishares Jp Mrg Em Crp Bd (CEMB) 0.4 $781k 17k 45.18
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.4 $743k 4.0k 186.37
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.4 $702k 23k 29.94
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $663k 7.3k 90.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $635k 14k 45.26
Vulcan Materials Company (VMC) 0.3 $627k 2.7k 233.30
NVIDIA Corporation (NVDA) 0.3 $594k 5.5k 108.37
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $584k 4.9k 119.73
Mondelez Intl Cl A (MDLZ) 0.3 $582k 8.6k 67.85
Vanguard Index Fds Growth Etf (VUG) 0.3 $545k 1.5k 370.82
Cisco Systems (CSCO) 0.3 $520k 8.4k 61.71
Exxon Mobil Corporation (XOM) 0.3 $497k 4.2k 118.94
Microsoft Corporation (MSFT) 0.3 $472k 1.3k 375.39
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.2 $463k 4.5k 103.17
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $450k 5.4k 83.28
Vanguard Index Fds Small Cp Etf (VB) 0.2 $448k 2.0k 221.70
Coca-Cola Company (KO) 0.2 $430k 6.0k 71.62
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $417k 9.1k 45.97
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $413k 10k 40.46
Tesla Motors (TSLA) 0.2 $368k 1.4k 259.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $356k 668.00 532.66
Ishares Tr Select Divid Etf (DVY) 0.2 $343k 2.6k 134.29
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $322k 3.8k 85.07
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $310k 2.6k 117.49
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $303k 12k 25.04
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.2 $302k 7.0k 42.96
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $287k 7.1k 40.49
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $287k 1.1k 258.56
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $275k 4.5k 60.66
Vaneck Etf Trust Green Bond Etf (GRNB) 0.1 $266k 11k 24.06
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $265k 12k 23.06
Ishares Tr Morningstar Valu (ILCV) 0.1 $261k 3.2k 81.45
Meta Platforms Cl A (META) 0.1 $248k 430.00 576.36
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $243k 3.1k 78.28
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $242k 5.9k 40.76
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $227k 8.6k 26.20
Alphabet Cap Stk Cl A (GOOGL) 0.1 $206k 1.3k 154.68
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $141k 12k 11.42