AAF Wealth Management, LLC Q2 2021 Filing

Filed August 9, 2021

Portfolio Value

$129.6M

Holdings

22

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (22 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
73,867$31.8M24.51%
2
VTVVANGUARD INDEX FDS
139,748$19.2M14.82%
3
DONSPDR DOW JONES INDL AVERAGE
50,961$17.6M13.57%
4
IXUSISHARES TR
232,400$17.0M13.15%
5
VOVANGUARD INDEX FDS
51,464$12.2M9.42%
6
IJHISHARES TR
44,968$12.1M9.33%
7
IJRISHARES TR
49,056$5.5M4.27%
8
AGGISHARES TR
35,718$4.1M3.18%
9
AQLTISHARES TR
38,097$2.9M2.20%
10
AAPLAPPLE INC
11,865$1.6M1.25%
11
IWMISHARES TR
4,437$1.0M0.79%
12
IWFISHARES TR
2,568$697K0.54%
13
IWRISHARES TR
6,931$549K0.42%
14
SPYSPDR S&P 500 ETF TR
1,114$477K0.37%
15
VUGVANGUARD INDEX FDS
1,653$475K0.37%
16
FIXXEURHOMOLOGY MEDICINES INC
59,790$435K0.34%
17
IWDISHARES TR
2,541$403K0.31%
18
IEMGISHARES INC
5,575$373K0.29%
19
MSFTMICROSOFT CORP
1,247$338K0.26%
20
IWBISHARES TR
1,158$280K0.22%
21
OEFISHARES TR
1,380$271K0.21%
22
JNJJOHNSON & JOHNSON
1,458$239K0.18%