American Financial & Tax Strategies

American Financial & Tax Strategies as of June 30, 2025

Portfolio Holdings for American Financial & Tax Strategies

American Financial & Tax Strategies holds 91 positions in its portfolio as reported in the June 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) 5.6 $11M 219k 49.51
Wisdomtree Tr Em Ex St-owned (XSOE) 4.9 $9.5M 275k 34.48
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 4.8 $9.3M 85k 109.20
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 4.1 $7.9M 151k 52.34
Vanguard World Mega Grwth Ind (MGK) 3.4 $6.7M 18k 366.16
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 3.4 $6.5M 90k 72.82
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 3.4 $6.5M 69k 95.32
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.0 $5.9M 120k 49.03
Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.0 $5.8M 106k 55.10
Fidelity Covington Trust Msci Rl Est Etf (FREL) 2.6 $5.1M 189k 27.04
Ishares Tr Morningstar Grwt (ILCG) 2.5 $4.9M 51k 96.90
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 2.4 $4.6M 221k 20.99
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.4 $4.6M 70k 65.35
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.1 $4.1M 45k 90.12
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.0 $3.9M 140k 27.67
Ishares Tr Core High Dv Etf (HDV) 1.9 $3.6M 31k 117.17
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.9 $3.6M 13k 284.40
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.8 $3.4M 46k 73.63
Pacer Fds Tr Developed Mrkt (ICOW) 1.7 $3.4M 99k 34.03
Schwab Strategic Tr Fundamental Intl (FNDF) 1.7 $3.3M 83k 40.02
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 1.7 $3.3M 136k 24.26
Ishares Tr Eafe Grwth Etf (EFG) 1.7 $3.2M 29k 112.00
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.6 $3.1M 11k 276.94
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.5 $3.0M 18k 164.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.5 $2.9M 15k 195.00
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 1.5 $2.8M 116k 24.23
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.4 $2.8M 64k 43.63
Abrdn Etfs Bbrg All Comd K1 (BCI) 1.4 $2.7M 131k 20.77
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 1.2 $2.4M 111k 21.64
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $2.3M 29k 78.70
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.2 $2.3M 32k 72.68
Ishares Tr Eafe Value Etf (EFV) 1.1 $2.2M 34k 63.48
Ishares Tr S&P SML 600 GWT (IJT) 1.1 $2.1M 16k 133.04
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 1.0 $1.9M 22k 88.75
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.0 $1.9M 22k 85.57
Pacer Fds Tr Us Small Cap Cas (CALF) 0.9 $1.7M 44k 39.81
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.8 $1.6M 38k 42.59
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.8 $1.6M 18k 86.87
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $1.5M 3.5k 424.58
Apple (AAPL) 0.8 $1.5M 7.2k 205.18
Select Sector Spdr Tr Sbi Materials (XLB) 0.8 $1.5M 17k 87.81
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $1.4M 16k 89.06
Philip Morris International (PM) 0.7 $1.4M 7.6k 182.13
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.7 $1.3M 14k 95.47
Exxon Mobil Corporation (XOM) 0.6 $1.2M 12k 107.80
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $1.2M 29k 42.74
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $1.2M 11k 109.61
Graniteshares Gold Tr Shs Ben Int (BAR) 0.6 $1.2M 36k 32.64
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.6 $1.1M 14k 79.43
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.5 $1.0M 45k 22.87
Amazon (AMZN) 0.5 $991k 4.5k 219.39
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.5 $983k 12k 79.76
Altria (MO) 0.5 $964k 16k 58.63
Ishares Tr Core Intl Aggr (IAGG) 0.5 $944k 19k 51.09
NVIDIA Corporation (NVDA) 0.4 $836k 5.3k 157.98
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.4 $821k 3.9k 208.45
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.4 $706k 21k 32.98
Vulcan Materials Company (VMC) 0.4 $701k 2.7k 260.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $689k 14k 49.46
Ishares Jp Mrg Em Crp Bd (CEMB) 0.3 $677k 15k 45.44
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $671k 7.2k 92.62
Vanguard Index Fds Growth Etf (VUG) 0.3 $644k 1.5k 438.40
Microsoft Corporation (MSFT) 0.3 $608k 1.2k 497.41
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $603k 4.9k 123.58
Cisco Systems (CSCO) 0.3 $582k 8.4k 69.38
Mondelez Intl Cl A (MDLZ) 0.3 $579k 8.6k 67.44
Tesla Motors (TSLA) 0.3 $521k 1.6k 317.66
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.3 $508k 4.5k 113.03
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $492k 5.4k 90.98
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $456k 8.8k 52.06
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $446k 9.7k 46.15
Vanguard Index Fds Small Cp Etf (VB) 0.2 $441k 1.9k 236.93
Coca-Cola Company (KO) 0.2 $415k 5.9k 70.75
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $386k 2.8k 138.68
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $353k 12k 29.21
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $343k 15k 23.23
Ishares Tr Select Divid Etf (DVY) 0.2 $339k 2.6k 132.81
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $336k 3.7k 91.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $325k 668.00 485.84
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $321k 7.7k 41.91
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.2 $318k 6.7k 47.36
Meta Platforms Cl A (META) 0.2 $317k 430.00 738.09
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $310k 1.1k 279.80
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $310k 3.3k 93.95
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $305k 4.5k 67.22
Vaneck Etf Trust Green Bond Etf (GRNB) 0.1 $289k 12k 24.24
Ishares Tr Morningstar Valu (ILCV) 0.1 $267k 3.2k 83.39
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $255k 6.0k 42.60
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $236k 8.4k 28.05
Alphabet Cap Stk Cl A (GOOGL) 0.1 $233k 1.3k 176.29
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $176k 13k 13.11