American Financial & Tax Strategies

American Financial & Tax Strategies as of March 31, 2026

Portfolio Holdings for American Financial & Tax Strategies

American Financial & Tax Strategies holds 97 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.5 $11M 234k 48.05
Wisdomtree Tr Em Ex St-owned (XSOE) 4.8 $9.8M 245k 40.10
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 4.3 $8.8M 80k 109.69
Spdr Series Trust State Street Spd (SPYV) 3.8 $7.8M 139k 56.58
Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.3 $6.9M 110k 62.56
Wisdomtree Tr Us Hgh Yld Corp (QHY) 3.3 $6.8M 150k 45.54
Vanguard World Mega Grwth Ind (MGK) 3.2 $6.6M 18k 367.43
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.9 $6.0M 82k 73.14
Spdr Series Trust State Street Spd (SPYG) 2.8 $5.8M 59k 97.91
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 2.8 $5.8M 221k 26.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.8 $5.7M 114k 49.89
Fidelity Covington Trust Msci Rl Est Etf (FREL) 2.6 $5.4M 200k 26.91
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.3 $4.8M 74k 65.69
Ishares Tr Morningstar Grwt (ILCG) 2.3 $4.7M 50k 95.48
Ishares Tr Core High Dv Etf (HDV) 2.2 $4.6M 34k 135.72
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.1 $4.3M 49k 88.46
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.1 $4.2M 58k 73.64
Pacer Fds Tr Developed Mrkt (ICOW) 2.0 $4.0M 95k 42.44
Schwab Strategic Tr Fundamental Intl (FNDF) 1.8 $3.6M 74k 48.93
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.6 $3.3M 110k 30.50
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.6 $3.3M 15k 217.25
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.6 $3.3M 18k 184.28
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.6 $3.2M 11k 302.25
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 1.4 $3.0M 119k 24.79
Abrdn Etfs Bbrg All Comd K1 (BCI) 1.4 $2.9M 121k 24.29
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.4 $2.9M 11k 257.36
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.3 $2.8M 64k 43.45
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 1.3 $2.8M 121k 23.00
Ishares Tr Eafe Grwth Etf (EFG) 1.3 $2.6M 24k 111.37
Spdr Series Trust State Street Spd (SLYG) 1.1 $2.2M 22k 96.62
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $2.2M 28k 78.41
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.0 $2.1M 27k 78.41
Ishares Tr Eafe Value Etf (EFV) 1.0 $2.1M 28k 74.35
Pacer Fds Tr Us Small Cap Cas (CALF) 1.0 $2.0M 45k 44.87
Ishares Tr S&P SML 600 GWT (IJT) 1.0 $2.0M 14k 144.70
Exxon Mobil Corporation (XOM) 1.0 $2.0M 12k 169.66
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.9 $1.8M 18k 101.74
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.8 $1.7M 37k 46.74
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.8 $1.7M 77k 22.07
Spdr Series Trust State Street Spd (MDYG) 0.8 $1.7M 18k 95.96
Select Sector Spdr Tr State Street Mat (XLB) 0.7 $1.5M 31k 49.97
Cisco Systems (CSCO) 0.7 $1.5M 19k 77.59
Graniteshares Gold Tr Shs Ben Int (BAR) 0.7 $1.4M 31k 46.13
Spdr Index Shs Fds State Street Spd (SPEM) 0.6 $1.3M 28k 46.91
Philip Morris International (PM) 0.6 $1.3M 7.6k 165.34
Spdr Series Trust State Street Spd (MDYV) 0.6 $1.3M 15k 85.15
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $1.2M 14k 88.70
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $1.2M 11k 108.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.2M 2.7k 426.40
Spdr Series Trust State Street Spd (SLYV) 0.5 $1.1M 12k 94.58
Altria (MO) 0.5 $1.1M 16k 65.99
Apple (AAPL) 0.5 $1.1M 4.2k 253.80
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.5 $992k 44k 22.60
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.5 $942k 9.2k 101.95
Amazon (AMZN) 0.5 $941k 4.5k 208.27
Ishares Tr Core Intl Aggr (IAGG) 0.4 $869k 17k 50.04
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.4 $798k 3.5k 229.05
Spdr Series Trust State Street Spd (HYMB) 0.4 $756k 31k 24.80
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.4 $734k 21k 35.37
Vulcan Materials Company (VMC) 0.4 $732k 2.7k 272.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $705k 13k 54.05
Ishares Jp Mrg Em Crp Bd (CEMB) 0.3 $700k 16k 45.28
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $680k 7.2k 93.92
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $647k 4.9k 132.50
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $646k 7.0k 91.77
Tesla Motors (TSLA) 0.3 $602k 1.6k 371.75
Vanguard Index Fds Growth Etf (VUG) 0.3 $597k 1.4k 436.79
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $544k 5.4k 100.62
Ishares Tr Esg Awre Usd Etf (SUSC) 0.3 $542k 23k 23.14
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $518k 11k 45.50
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY) 0.2 $512k 5.0k 102.45
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.2 $508k 4.1k 125.03
Mondelez Intl Cl A (MDLZ) 0.2 $495k 8.6k 57.64
Vanguard Index Fds Small Cp Etf (VB) 0.2 $470k 1.8k 261.93
Coca-Cola Company (KO) 0.2 $446k 5.9k 76.05
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $400k 4.4k 90.94
Ishares Tr Select Divid Etf (DVY) 0.2 $387k 2.6k 151.41
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $385k 8.7k 44.45
Alphabet Cap Stk Cl A (GOOGL) 0.2 $370k 1.3k 287.66
Microsoft Corporation (MSFT) 0.2 $358k 968.00 370.17
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $350k 3.6k 97.23
Spdr Index Shs Fds State Street Spd (EFAX) 0.2 $345k 6.9k 49.77
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $337k 2.6k 128.12
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $335k 12k 29.13
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $321k 3.4k 95.62
Vaneck Etf Trust Green Bond Etf (GRNB) 0.2 $316k 13k 23.96
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $309k 4.1k 75.10
Ishares Tr Morningstar Valu (ILCV) 0.1 $298k 3.2k 93.14
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $290k 1.0k 287.21
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $287k 16k 18.29
Spdr Series Trust State Street Spd (SPSM) 0.1 $277k 5.7k 48.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $261k 545.00 479.20
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $244k 7.9k 30.96
Legg Mason Etf Invt Clearbridge Lrg (LRGE) 0.1 $244k 3.2k 75.20
NVIDIA Corporation (NVDA) 0.1 $225k 1.3k 174.40
Alphabet Cap Stk Cl C (GOOG) 0.1 $217k 755.00 286.86
Spdr Series Trust State Street Spd (SPMD) 0.1 $206k 3.5k 59.22