AMERICAN FINANCIAL & TAX STRATEGIES INC - Portfolio overview

AMERICAN FINANCIAL & TAX STRATEGIES INC has 98 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. BNDX - VANGUARD CHARLOTTE FDS, 5.45%
2. XSOE - WISDOMTREE TR, 4.77%
3. VONG - VANGUARD SCOTTSDALE FDS, 4.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.