account_balance
Investment manager · 13F filer · SEC CIK 911927
American Financial & Tax Strategies Inc
Reported value$217Mas of Sep 30, 2026
Positions101 0 new, 1 sold out
Top 10 weight37.1%XSOE alone is 5%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XSOEWisdomtree Tr
5.2%
BNDXVanguard Charlotte FDS
5.1%
VONGVanguard Scottsdale FDS
4.5%
SPYVSPDR Series Trust
3.9%
MGKVanguard World Fd
3.4%Trimmed −5%
COWZPacer FDS Tr
3.4%
SPYGSPDR Series Trust
3.1%
QHYWisdomtree Tr
3.0%
COMBGraniteshares ETF Tr
2.8%
SPLVInvesco Exch Traded Fd Tr II
2.6%
FRELFidelity Covington Trust
2.5%
VTEBVanguard Mun Bd FDS
2.4%
XSOEWisdomtree Tr
5.2%
BNDXVanguard Charlotte FDS
5.1%
VONGVanguard Scottsdale FDS
4.5%
SPYVSPDR Series Trust
3.9%
MGKVanguard World Fd
3.4%−5%
COWZPacer FDS Tr
3.4%
SPYGSPDR Series Trust
3.1%
QHYWisdomtree Tr
3.0%
COMBGraniteshares ETF Tr
2.8%
SPLVInvesco Exch Traded Fd Tr II
2.6%
FRELFidelity Covington Trust
2.5%
VTEBVanguard Mun Bd FDS
2.4%
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
XSOE Wisdomtree Tr 5.2% Held
BNDX Vanguard Charlotte FDS 5.1% Held
VONG Vanguard Scottsdale FDS 4.5% Held
SPYV SPDR Series Trust 3.9% Held
MGK Vanguard World Fd 3.4% Trimmed −5%
COWZ Pacer FDS Tr 3.4% Held
SPYG SPDR Series Trust 3.1% Held
QHY Wisdomtree Tr 3.0% Held
COMB Graniteshares ETF Tr 2.8% Held
SPLV Invesco Exch Traded Fd Tr II 2.6% Held
FREL Fidelity Covington Trust 2.5% Held
VTEB Vanguard Mun Bd FDS 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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