AAFCPAs Wealth Management, LLC 13F Holdings
CIK 02820666 · WESTBOROUGH, MA
As of Jun 30, 2024, AAFCPAs Wealth Management, LLC reported 46 positions worth
CIK 02820666 · WESTBOROUGH, MA
As of Jun 30, 2024, AAFCPAs Wealth Management, LLC reported 46 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 74,240 | $40.6M | 21.10% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 365,305 | $24.0M | 12.46% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 104,357 | $20.6M | 10.69% |
| VANGUARD VALUE INDEX FUND | VTV | — | 127,442 | $20.4M | 10.62% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 289,898 | 7.0M | 8.81% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | VYMI | — | 177,297 | 2.2M | 6.31% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 68,133 | $9.9M | 5.16% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 73,896 | $7.9M | 4.09% |
| WISDOMTREE JAPAN HEDGED EQUITY FUND | DXJ | — | 55,559 | $6.3M | 3.26% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 66,771 | $4.9M | 2.52% |
| APPLE INC | AAPL | Technology | 20,540 | $4.3M | 2.25% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 13,329 | $3.2M | 1.68% |
| ALPHABET INC | GOOG | Equity | 13,144 | $2.4M | 1.25% |
| FIDELITY ENHANCED LARGE CAP CORE ETF | FELC | — | 73,222 | $2.2M | 1.16% |
| INVESCO EXCHANGE TRADED FD T | PID | — | 95,711 | .7M | 0.89% |
| META PLATFORMS INC | META | Communication Services | 2,340 | .2M | 0.61% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 3,055 | .1M | 0.58% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 2,194 | $820.5K | 0.43% |
| MICROSOFT CORP | MSFT | Technology | 1,774 | $792.7K | 0.41% |
| ALPHABET INC | GOOGL | Equity | 3,917 | $713.5K | 0.37% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 3,134 | $635.8K | 0.33% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 16,284 | $625.6K | 0.33% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,141 | $620.9K | 0.32% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 1 | $612.2K | 0.32% |
| AMAZON.COM INC | AMZN | Equity | 3,009 | $581.5K | 0.30% |