account_balance
Investment manager · 13F filer · SEC CIK 2016899
AA Financial Advisors, LLC
Reported value$840Mas of Sep 30, 2026
Positions251 31 new, 10 sold out
Top 10 weight37.4%VB alone is 6%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VBVanguard Index FDS
5.7%Added +4%
CGDVCapital Group Dividend Value
5.5%Added +3%
CGGRCapital Group Growth ETF
5.4%Added +8%
IJHiShares Tr
3.8%Added +13%
CGUSCapital Group Core Equity Et
3.3%Added +5%
VCSHVanguard Scottsdale FDS
3.1%Added +18%
VTVanguard Intl Equity Index F
2.9%Added +13%
FDVVFidelity Covington Trust
2.7%Added +17%
DFICDimensional ETF Trust
2.5%Added +6%
VTIVanguard Index FDS
2.5%
VNQVanguard Index FDS
2.1%Added +10%
DFCFDimensional ETF Trust
1.8%+75%
VBVanguard Index FDS
5.7%Added +4%
CGDVCapital Group Dividend Value
5.5%Added +3%
CGGRCapital Group Growth ETF
5.4%Added +8%
IJHiShares Tr
3.8%Added +13%
CGUSCapital Group Core Equity Et
3.3%+5%
VCSHVanguard Scottsdale FDS
3.1%
VTVanguard Intl Equity Index F
2.9%
FDVVFidelity Covington Trust
2.7%
DFICDimensional ETF Trust
2.5%
VTI2.5%
VNQ2.1%
DFCF
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
VB Vanguard Index FDS 5.7% Added +4%
CGDV Capital Group Dividend Value 5.5% Added +3%
CGGR Capital Group Growth ETF 5.4% Added +8%
IJH iShares Tr 3.8% Added +13%
CGUS Capital Group Core Equity Et 3.3% Added +5%
VCSH Vanguard Scottsdale FDS 3.1% Added +18%
VT Vanguard Intl Equity Index F 2.9% Added +13%
FDVV Fidelity Covington Trust 2.7% Added +17%
DFIC Dimensional ETF Trust 2.5% Added +6%
VTI Vanguard Index FDS 2.5% Held
VNQ Vanguard Index FDS 2.1% Added +10%
DFCF Dimensional ETF Trust 1.8% Added +75%
What changed
Biggest moves since Jun 30, 2026
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