AA Financial Advisors, LLC
Q4 2024 13F Holdings
- Locationcolumbus, OH
- Num holdings
168
- Value ($000)
$375,034
- Date Filed01/23/2025
- Form type13F-HR
- CIK0002016899
- 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 |
|---|---|---|---|---|---|---|---|
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $25.82M | 7 % | 107,472 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $17.86M | 5 % | 61,638 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $17.04M | 5 % | 333,226 | ||
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $13.16M | 4 % | 592,975 | ||
CGUS CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 | $11.07M | 3 % | 316,532 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $9.45M | 3 % | 407,772 | ||
BSCR INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $9.26M | 3 % | 475,466 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $9.18M | 2 % | 260,418 | ||
PJAN INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C508 | $8.08M | 2 % | 191,209 | ||
POCT INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C797 | $8.03M | 2 % | 202,880 |
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