AAF Wealth Management, LLC
Q4 2024 13F Holdings
- Locationwestborough, MA
- Num holdings
47
- Value ($000)
$196,773
- Date Filed02/18/2025
- Form type13F-HR
- CIK0001726609
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $44.28M | 23 % | 75,215 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $25.28M | 13 % | 392,044 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $22.55M | 12 % | 133,179 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $21.25M | 11 % | 100,965 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $18.09M | 9 % | 290,345 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $12.65M | 6 % | 186,324 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $7.55M | 4 % | 17,752 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $5.74M | 3 % | 23,711 | ||
AAPL APPLE INC | COM | 037833100 | $4.83M | 3 % | 19,284 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $4.61M | 2 % | 65,645 |
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