Top 50 American Financial & Tax Strategies Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | 5.46% | 233.8K | $11.2M | -0.43%(-1.01K) | $48.71(-0.97%) | 2026-03-31 | |
| XSOE | WISDOMTREE TR | 4.78% | 245.3K | $9.8M | -2.23%(-5.59K) | $27.94(+68.40%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 4.28% | 80.4K | $8.8M | -0.03%(-22) | $73.23(+70.34%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 3.81% | 138.7K | $7.8M | -0.56%(-780) | $45.63(+35.08%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 3.35% | 110.1K | $6.9M | -1.30%(-1.45K) | $54.62(+16.78%) | 2026-03-31 | |
| QHY | WISDOMTREE TR | 3.31% | 149.7K | $6.8M | new | $45.99(-0.20%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 3.23% | 18.1K | $6.6M | +2.73%(+480) | $49.98(+74.09%) | 2026-03-31 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 2.91% | 81.9K | $6.0M | -2.23%(-1.87K) | $60.73(+26.36%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 2.82% | 59.2K | $5.8M | -2.04%(-1.23K) | $62.17(+88.52%) | 2026-03-31 | |
| COMB | GRANITESHARES ETF TR | 2.81% | 220.5K | $5.8M | -1.02%(-2.26K) | $20.40(+17.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.29% | +30.53% |
| Top 20 Holdings Unweighted | +9.19% | +30.19% |
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