Top 50 American Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 9.85% | 127.9K | $73.8M | -1.35%(-1.75K) | $230.28(+212.58%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 5.63% | 1.38M | $42.2M | -2.61%(-36.88K) | $24.89(+27.75%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 5.35% | 453.2K | $40.1M | -0.66%(-3.01K) | $79.48(+16.83%) | 2026-03-31 | |
| IWB | ISHARES TR | 5.15% | 108.3K | $38.6M | -2.39%(-2.65K) | $202.36(+101.40%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.05% | 79.0K | $37.9M | -1.42%(-1.14K) | $245.35(+97.29%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.97% | 173.1K | $37.2M | -2.48%(-4.41K) | $105.61(+118.60%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 4.75% | 117.7K | $35.6M | -2.67%(-3.23K) | $111.54(+209.51%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.59% | 415.6K | $34.4M | -0.02%(-78) | $80.03(+3.03%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.56% | 431.2K | $34.2M | +2.02%(+8.52K) | $81.19(-2.74%) | 2026-03-31 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 4.47% | 360.9K | $33.5M | -2.06%(-7.58K) | $59.55(+55.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.51% | +34.95% |
| Top 20 Holdings Unweighted | +8.85% | +28.98% |
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