American Financial & Tax Strategies

American Financial & Tax Strategies as of Sept. 30, 2025

Portfolio Holdings for American Financial & Tax Strategies

American Financial & Tax Strategies holds 93 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Otal Int Bd Etf (BNDX) 5.6 $11M 226k 49.46
Wisdomtree Tr M Ex St-owned (XSOE) 4.9 $9.9M 261k 37.94
Vanguard Scottsdale Fds Ng Rus1000grw (VONG) 4.9 $9.7M 81k 120.50
Spdr Series Trust Rtflo S&p500 Vl (SPYV) 4.1 $8.2M 148k 55.33
Vanguard World Ega Grwth Ind (MGK) 3.5 $7.0M 17k 402.41
Invesco Exch Traded Fd Tr Ii &p500 Low Vol (SPLV) 3.3 $6.5M 89k 73.48
Spdr Series Trust Rtflo S&p500 Gw (SPYG) 3.2 $6.5M 62k 104.51
Pacer Fds Tr S Cash Cows 100 (COWZ) 3.1 $6.2M 109k 57.47
Vanguard Mun Bd Fds Ax Exempt Bd (VTEB) 2.9 $5.7M 115k 50.07
Fidelity Covington Trust Sci Rl Est Etf (FREL) 2.8 $5.5M 199k 27.81
Ishares Tr Orningstar Grwt (ILCG) 2.6 $5.2M 50k 104.30
Graniteshares Etf Tr Bg Commd K 1 (COMB) 2.4 $4.9M 223k 21.80
Vanguard Whitehall Fds M Mk Gov Bd Etf (VWOB) 2.4 $4.7M 71k 66.90
Vanguard Whitehall Fds Ntl Dvd Etf (VIGI) 2.0 $4.1M 46k 89.57
Ishares Tr Ore High Dv Etf (HDV) 2.0 $4.0M 33k 122.45
Schwab Strategic Tr S Lcap Va Etf (SCHV) 2.0 $4.0M 136k 29.11
Vanguard Bd Index Fds Otal Bnd Mrkt (BND) 1.9 $3.9M 52k 74.37
Pacer Fds Tr Eveloped Mrkt (ICOW) 1.8 $3.6M 98k 36.42
Vanguard Index Fds Cap Gr Idxvip (VOT) 1.8 $3.6M 12k 293.80
Schwab Strategic Tr Undamental Intl (FNDF) 1.7 $3.4M 78k 42.96
Vanguard Index Fds Ml Cp Grw Etf (VBK) 1.6 $3.3M 11k 297.62
Ishares Tr Afe Grwth Etf (EFG) 1.6 $3.1M 27k 113.88
Franklin Templeton Etf Tr Ranklin Dyn Mun (FLMI) 1.6 $3.1M 126k 24.77
Vanguard Index Fds Cap Vl Idxvip (VOE) 1.6 $3.1M 18k 174.58
Vanguard Index Fds M Cp Val Etf (VBR) 1.6 $3.1M 15k 208.70
Franklin Templeton Etf Tr Enior Loan Etf (FLBL) 1.5 $2.9M 122k 24.02
Wisdomtree Tr Ield Enhancd Us (AGGY) 1.4 $2.8M 63k 44.27
Abrdn Etfs Brg All Comd K1 (BCI) 1.4 $2.8M 128k 21.54
Ishares Tr Afe Sml Cp Etf (SCZ) 1.2 $2.4M 31k 76.72
Vanguard Bd Index Fds Hort Trm Bond (BSV) 1.2 $2.3M 29k 78.91
Ishares Tr &P SML 600 GWT (IJT) 1.1 $2.2M 16k 141.50
Ishares Tr Afe Value Etf (EFV) 1.1 $2.2M 33k 67.83
Spdr Series Trust &P 600 SMCP GRW (SLYG) 1.0 $2.0M 22k 94.31
Vanguard Admiral Fds Mlcp 600 Val (VIOV) 1.0 $2.0M 21k 95.22
Pacer Fds Tr S Small Cap Cas (CALF) 1.0 $2.0M 45k 43.78
Invesco Exch Traded Fd Tr Ii Y Amt Fre Mun (PZT) 0.9 $1.8M 81k 22.24
Schwab Strategic Tr Ntl Sceqt Etf (SCHC) 0.8 $1.7M 37k 45.51
Spdr Series Trust &P 400 MDCP GRW (MDYG) 0.8 $1.6M 18k 91.56
Ishares Tr Us 1000 Grw Etf (IWF) 0.8 $1.6M 3.3k 468.41
Select Sector Spdr Tr Bi Materials (XLB) 0.7 $1.4M 16k 89.62
Cisco Sys Om (CSCO) 0.7 $1.4M 21k 68.42
Vanguard Index Fds Eal Estate Etf (VNQ) 0.7 $1.4M 16k 91.42
Graniteshares Gold Tr Hs Ben Int (BAR) 0.7 $1.4M 36k 38.06
Spdr Index Shs Fds Ortfolio Emg Mk (SPEM) 0.7 $1.3M 29k 46.81
Vanguard Admiral Fds Idcp 400 Val (IVOV) 0.7 $1.3M 13k 100.77
Exxon Mobil Corp Om (XOM) 0.7 $1.3M 12k 112.75
Philip Morris Intl Om (PM) 0.6 $1.2M 7.6k 162.20
Ishares Tr Boxx Inv Cp Etf (LQD) 0.6 $1.2M 11k 111.47
Spdr Series Trust &p 400 Mdcp Val (MDYV) 0.6 $1.2M 14k 83.41
Altria Group Om (MO) 0.5 $1.1M 16k 66.06
Spdr Series Trust &p 600 Smcp Val (SLYV) 0.5 $1.1M 12k 88.65
Dbx Etf Tr Track Intl Real (HAUZ) 0.5 $1.1M 45k 23.55
Apple Om (AAPL) 0.5 $1.1M 4.2k 254.64
Amazon Om (AMZN) 0.5 $992k 4.5k 219.57
Ishares Tr Ore Intl Aggr (IAGG) 0.4 $887k 17k 51.23
Vanguard Scottsdale Fds Ng Rus2000grw (VTWG) 0.4 $828k 3.5k 233.78
Vulcan Matls Om (VMC) 0.4 $827k 2.7k 307.62
Vanguard Intl Equity Index F Tse Emr Mkt Etf (VWO) 0.4 $724k 13k 54.18
Tesla Om (TSLA) 0.4 $720k 1.6k 444.72
Invesco Exch Traded Fd Tr Ii &p Intl Qulty (IDHQ) 0.4 $715k 21k 33.65
Ishares P Mrg Em Crp Bd (CEMB) 0.4 $705k 15k 46.22
Ishares Tr Pmorgan Usd Emg (EMB) 0.3 $695k 7.3k 95.20
Vanguard Index Fds Rowth Etf (VUG) 0.3 $678k 1.4k 479.73
Ishares Tr &p Mc 400vl Etf (IJJ) 0.3 $633k 4.9k 129.72
Vaneck Etf Trust Old Miners Etf (GDX) 0.3 $572k 7.5k 76.40
Mondelez Intl L A (MDLZ) 0.3 $536k 8.6k 62.47
Ishares Tr &p Mc 400gr Etf (IJK) 0.3 $518k 5.4k 95.89
Microsoft Corp Om (MSFT) 0.3 $509k 982.00 517.95
Vanguard Admiral Fds Idcp 400 Grth (IVOG) 0.2 $487k 4.1k 119.48
Vanguard Index Fds Mall Cp Etf (VB) 0.2 $469k 1.8k 254.28
Vanguard Intl Equity Index F Lb Ex Us Etf (VNQI) 0.2 $460k 9.6k 47.74
Coca Cola Om (KO) 0.2 $389k 5.9k 66.32
Ishares Tr Sg Awre Usd Etf (SUSC) 0.2 $381k 16k 23.56
Ishares Tr Us Md Cp Gr Etf (IWP) 0.2 $377k 2.6k 142.41
Schwab Strategic Tr S Lcap Gr Etf (SCHG) 0.2 $367k 12k 31.91
Ishares Tr Elect Divid Etf (DVY) 0.2 $363k 2.6k 142.10
Nushares Etf Tr Uveen Esg Lrgvl (NULV) 0.2 $360k 8.2k 43.83
Vanguard Ny Tax Free Fds Ax Exempt Bd (MUNY) 0.2 $357k 3.5k 102.94
Spdr Series Trust Uveen Ice High (HYMB) 0.2 $354k 14k 24.93
Ishares Tr Us Mid Cap Etf (IWR) 0.2 $348k 3.6k 96.55
Spdr Index Shs Fds Sci Eafe Fs Etf (EFAX) 0.2 $337k 6.8k 49.31
Nushares Etf Tr Uveen Esg Lrgcp (NULG) 0.2 $328k 3.3k 99.45
Vanguard Index Fds Id Cap Etf (VO) 0.2 $322k 1.1k 293.62
Alphabet Ap Stk Cl A (GOOGL) 0.2 $322k 1.3k 243.18
Vanguard Intl Equity Index F Llwrld Ex Us (VEU) 0.2 $312k 4.4k 71.36
Vaneck Etf Trust Reen Bond Etf (GRNB) 0.2 $310k 13k 24.43
Ishares Tr Orningstar Valu (ILCV) 0.1 $288k 3.2k 90.02
Spdr Series Trust Ortfolio S&p600 (SPSM) 0.1 $277k 6.0k 46.32
Berkshire Hathaway Inc Del L B New (BRK.B) 0.1 $274k 545.00 502.74
Nvidia Corporation Om (NVDA) 0.1 $241k 1.3k 186.58
Schwab Strategic Tr S Mid-cap Etf (SCHM) 0.1 $238k 8.0k 29.64
Ishares Tr L Clean Ene Etf (ICLN) 0.1 $228k 15k 15.48
Goldman Sachs Group Om (GS) 0.1 $221k 277.00 796.35