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American Financial & Tax Strategies Inc

Portfolio Manager
American Financial & Tax Strategies Inc
Performance
+0.01% (2026 Q1)
AUM (13F)
$205.76M
# of Holdings
97
Performance Rank
Allocation (Top 20)
58.5%

American Financial & Tax Strategies Inc Holdings Map

Top 50 American Financial & Tax Strategies Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BNDX
VANGUARD CHARLOTTE FDS
5.46%233.8K$11.2M
-0.43%(-1.01K)
2025-Q1: 229.8K shares2025-Q2: 218.7K shares2025-Q3: 225.5K shares2025-Q4: 234.8K shares2026-Q1: 233.8K shares
$48.71(-0.97%)
2026-03-31
XSOE
WISDOMTREE TR
4.78%245.3K$9.8M
-2.23%(-5.59K)
2025-Q1: 282.9K shares2025-Q2: 274.7K shares2025-Q3: 260.6K shares2025-Q4: 250.8K shares2026-Q1: 245.3K shares
$27.94(+68.40%)
2026-03-31
VONG
VANGUARD SCOTTSDALE FDS
4.28%80.4K$8.8M
-0.03%(-22)
2025-Q1: 86.5K shares2025-Q2: 84.8K shares2025-Q3: 80.7K shares2025-Q4: 80.4K shares2026-Q1: 80.4K shares
$73.23(+70.34%)
2026-03-31
SPYV
SPDR SERIES TRUST
3.81%138.7K$7.8M
-0.56%(-780)
2025-Q1: 148.3K shares2025-Q2: 150.5K shares2025-Q3: 148.1K shares2025-Q4: 139.5K shares2026-Q1: 138.7K shares
$45.63(+35.08%)
2026-03-31
COWZ
PACER FDS TR
3.35%110.1K$6.9M
-1.30%(-1.45K)
2025-Q1: 100.0K shares2025-Q2: 105.9K shares2025-Q3: 108.7K shares2025-Q4: 111.5K shares2026-Q1: 110.1K shares
$54.62(+16.78%)
2026-03-31
QHY
WISDOMTREE TR
3.31%149.7K$6.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 149.7K shares
$45.99(-0.20%)
2026-03-31
MGK
VANGUARD WORLD FD
3.23%18.1K$6.6M
+2.73%(+480)
2025-Q1: 18.3K shares2025-Q2: 18.2K shares2025-Q3: 17.4K shares2025-Q4: 17.6K shares2026-Q1: 18.1K shares
$49.98(+74.09%)
2026-03-31
SPLV
INVESCO EXCH TRADED FD TR II
2.91%81.9K$6.0M
-2.23%(-1.87K)
2025-Q1: 95.4K shares2025-Q2: 89.9K shares2025-Q3: 89.1K shares2025-Q4: 83.8K shares2026-Q1: 81.9K shares
$60.73(+26.36%)
2026-03-31
SPYG
SPDR SERIES TRUST
2.82%59.2K$5.8M
-2.04%(-1.23K)
2025-Q1: 92.8K shares2025-Q2: 68.6K shares2025-Q3: 61.9K shares2025-Q4: 60.4K shares2026-Q1: 59.2K shares
$62.17(+88.52%)
2026-03-31
COMB
GRANITESHARES ETF TR
2.81%220.5K$5.8M
-1.02%(-2.26K)
2025-Q1: 215.6K shares2025-Q2: 221.0K shares2025-Q3: 223.4K shares2025-Q4: 222.8K shares2026-Q1: 220.5K shares
$20.40(+17.95%)
2026-03-31

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