account_balance
Investment manager · 13F filer · SEC CIK 1723681
Affiance Financial, LLC
Reported value$700Mas of Sep 30, 2026
Positions110 6 new, 6 sold out
Top 10 weight72.6%VOO alone is 19%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
19.5%
AGGiShares Tr
13.7%Added +2%
VTIVanguard Index FDS
13.1%Added +4%
IEFAiShares Tr
5.9%Added +5%
VEAVanguard Tax-Managed FDS
5.3%
IWFiShares Tr
4.9%Added +4%
VTVVanguard Index FDS
3.5%Added +4%
AKREProfesionally Managed Portfo
2.6%−7%
VXFVanguard Index FDS
2.3%
SPEMSPDR Index SHS FDS
1.9%
VWOVanguard Intl Equity Index F
1.8%
IJH1.7%
VOOVanguard Index FDS
19.5%
AGGiShares Tr
13.7%Added +2%
VTIVanguard Index FDS
13.1%Added +4%
IEFA5.9%
VEAVanguard Tax-Managed FDS
5.3%
IWFiShares Tr
4.9%
VTVVanguard Index FDS
3.5%
AKRE2.6%
VXF
VWO
IJH
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 19.5% Held
AGG iShares Tr 13.7% Added +2%
VTI Vanguard Index FDS 13.1% Added +4%
IEFA iShares Tr 5.9% Added +5%
VEA Vanguard Tax-Managed FDS 5.3% Held
IWF iShares Tr 4.9% Added +4%
VTV Vanguard Index FDS 3.5% Added +4%
AKRE Profesionally Managed Portfo 2.6% Trimmed −7%
VXF Vanguard Index FDS 2.3% Held
SPEM SPDR Index SHS FDS 1.9% Held
VWO Vanguard Intl Equity Index F 1.8% Held
IJH iShares Tr 1.7% Held
What changed
Biggest moves since Jun 30, 2026
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