Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICAN FINANCIAL ADVISORS LLC | 01-31-2024 | 12-31-2023 | 145 | 675,895,903 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 1 | $55,491,610 | 135,504 | 0.01 | 0.01 | -11,110 | -7.58 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2 | $37,252,505 | 218,618 | 0.01 | 0.01 | 5,185 | 2.43 | 12-31-2023 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 3 | $35,478,368 | 146,744 | 0.01 | 0.01 | -6,754 | -4.40 | 12-31-2023 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 4 | $31,919,176 | 402,309 | 0.00 | 0.00 | -19,844 | -4.70 | 12-31-2023 |
