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Affinia Financial Group, Llc

Portfolio Manager
Affinia Financial Group, Llc
Performance
0% (N/A)
AUM (13F)
$144.29M
# of Holdings
35
Performance Rank
N/A
Allocation (Top 20)
N/A

Affinia Financial Group, Llc Holdings Map

Top 35 Affinia Financial Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MOAT
VANECK ETF TRUST
20.81%367.1K$30.0Mโ€”โ€”โ€”2023-06-30
SPLG
SPDR SER TR
17.52%477.5K$25.3Mโ€”โ€”โ€”2023-06-30
SHV
ISHARES TR
15.95%209.3K$23.0Mโ€”โ€”โ€”2023-06-30
TDVG
T ROWE PRICE ETF INC
14.88%632.9K$21.5Mโ€”โ€”โ€”2023-06-30
SPY
SPDR S&P 500 ETF TR
13.75%44.1K$19.8Mโ€”โ€”โ€”2023-06-30
SPSM
SPDR SER TR
2.36%84.1K$3.4Mโ€”โ€”โ€”2023-06-30
IJH
ISHARES TR
2.23%12.0K$3.2Mโ€”โ€”โ€”2023-06-30
AAPL
APPLE INC
1.52%11.4K$2.2Mโ€”โ€”โ€”2023-06-30
SPTM
SPDR SER TR
1.38%36.0K$2.0Mโ€”โ€”โ€”2023-06-30
DSI
ISHARES TR
1.09%18.4K$1.6Mโ€”โ€”โ€”2023-06-30

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