Affiance Financial, LLC
Q4 2024 13F Holdings
- Locationst. louis park, MN
- Num holdings
104
- Value ($000)
$418,451
- Date Filed01/21/2025
- Form type13F-HR
- CIK0001723681
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $84.73M | 20 % | 157,257 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $55.89M | 13 % | 576,795 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $48.32M | 12 % | 166,727 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $23.25M | 6 % | 486,169 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $16.61M | 4 % | 236,401 | ||
AAPL APPLE INC | COM | 037833100 | $12.93M | 3 % | 51,646 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $12.79M | 3 % | 67,307 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $12.06M | 3 % | 30,035 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $11.46M | 3 % | 183,862 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $10.25M | 2 % | 60,528 |
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