AFS Financial Group, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001879345 · Bethesda, MD

As of Sep 30, 2024, AFS Financial Group, LLC reported 4 positions worth .2M in its SEC Form 13F filing.

Top 4 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
FIDELITY TOTAL BOND ETF	FBND	—	8,859	$414.1K	35.92%
VANGUARD DIVIDEND APPREC ETF	VIG	—	1,384	$274.0K	23.77%
ISHARES TREASURY FLOATING RATE BOND ETF	TFLO	—	4,673	$236.5K	20.51%
ISHARES CORE 60/40 BALANCED ALLOCATION ETF	AOR	—	3,851	$228.1K	19.79%