Affiance Financial, LLC: 13F holdings
CIK 17236812026Q2
| Positions | 110 |
|---|---|
| Reported value | $695.4m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 194,493 | $133.6m | 19.2% |
| AGG ISHARES TR | 990,470 | $98.0m | 14.1% |
| VTI VANGUARD INDEX FDS | 237,334 | $87.8m | 12.6% |
| IEFA ISHARES TR | 404,972 | $39.1m | 5.6% |
| VEA VANGUARD TAX-MANAGED FDS | 520,621 | $37.1m | 5.3% |
| IWF ISHARES TR | 265,114 | $32.9m | 4.7% |
| VTV VANGUARD INDEX FDS | 108,012 | $23.5m | 3.4% |
| PROFESIONALLY MANAGED PORTFO | 370,045 | $19.7m | 2.8% |
| VXF VANGUARD INDEX FDS | 70,004 | $17.2m | 2.5% |
| SPEM SPDR INDEX SHS FDS | 261,106 | $13.5m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1723681")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.