American-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABBV",
  "BABA",
  null,
  "GOOGL",
  null,
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  "UP",
  "HD",
  null,
  null,
  null,
  null,
  null,
  "SCCO",
  null,
  "MUB",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "CIK",
  null,
  null,
  "MA",
  "MSFT",
  null,
  "GE",
  null,
  null,
  null,
  "FAST",
  "IWD",
  "ORCL",
  "VGIT",
  null,
  null,
  null,
  "PEP",
  "DNP",
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "VZ",
  null,
  "AMGN",
  "SCHX",
  null,
  null,
  null,
  "SPLG",
  "SBUX",
  "UBER",
  "VNQ",
  "VO",
  "RCL",
  "VWO",
  null,
  null,
  "VCIT",
  "VIG",
  "WY",
  "IWN",
  "IEF",
  null,
  null,
  null,
  null,
  "AFL",
  "VIGI",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "VUG",
  null,
  "VBK",
  "BNDX",
  "VTEB",
  "VOO",
  "WELL",
  null,
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "MGM",
  "SO",
  null,
  null,
  "IXUS",
  "GEV",
  null,
  null,
  null,
  null,
  null,
  null,
  "ADP",
  "BRK-B",
  "BA",
  "CCL",
  "CVX",
  "CSCO",
  "KO",
  "CRMD",
  "CRWD",
  "DAL",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  null,
  "EFA",
  "IWB",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 147
Total Value: 689273419
Accession Number: 0001667731-25-000565
Form Type: 13F-HR
CIK: american-financial-advisors
Manager Name: American-Financial-Advisors

Data Enrichment

61% identified

89 identified58 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

147 positions • $689.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908553

VNQ|922908553

Shares:9.8K

Value:$887.7K

% of Portfolio:0.1% ($887.7K/$689.3M)

464287309

IVW|464287309

Shares:8.8K

Value:$812.4K

% of Portfolio:0.1% ($812.4K/$689.3M)

464288877

Shares:13.5K

Value:$798.4K

% of Portfolio:0.1% ($798.4K/$689.3M)

464287655

IWM|464287655

Shares:3.9K

Value:$768.0K

% of Portfolio:0.1% ($768.0K/$689.3M)

464288513

Shares:9.4K

Value:$743.1K

% of Portfolio:0.1% ($743.1K/$689.3M)

78464A854

SPLG|78464A854

Shares:10.5K

Value:$692.2K

% of Portfolio:0.1% ($692.2K/$689.3M)

92203J407

BNDX|92203J407

Shares:14.0K

Value:$685.8K

% of Portfolio:0.1% ($685.8K/$689.3M)

464287762

Shares:10.8K

Value:$657.8K

% of Portfolio:0.1% ($657.8K/$689.3M)

464288646

Shares:12.5K

Value:$653.1K

% of Portfolio:0.1% ($653.1K/$689.3M)

46641Q332

Shares:10.3K

Value:$590.5K

% of Portfolio:0.1% ($590.5K/$689.3M)

14020Y201

Shares:21.6K

Value:$580.6K

% of Portfolio:0.1% ($580.6K/$689.3M)

464288562

Shares:6.7K

Value:$579.7K

% of Portfolio:0.1% ($579.7K/$689.3M)

92189F676

Shares:2.7K

Value:$578.6K

% of Portfolio:0.1% ($578.6K/$689.3M)

00214Q104

Shares:12.2K

Value:$578.4K

% of Portfolio:0.1% ($578.4K/$689.3M)

464287440

IEF|464287440

Shares:5.8K

Value:$550.0K

% of Portfolio:0.1% ($550.0K/$689.3M)

25434V724

Shares:13.2K

Value:$544.9K

% of Portfolio:0.1% ($544.9K/$689.3M)

81369Y803

XLK|81369Y803

Shares:2.6K

Value:$532.1K

% of Portfolio:0.1% ($532.1K/$689.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.1K

Value:$513.4K

% of Portfolio:0.1% ($513.4K/$689.3M)

464288414

MUB|464288414

Shares:4.8K

Value:$505.4K

% of Portfolio:0.1% ($505.4K/$689.3M)

Alphabet Inc.

GOOG|02079K107

Shares:3.1K

Value:$483.8K

% of Portfolio:0.1% ($483.8K/$689.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VNQcusip922908553)	9.8K	QoQ +3.50% (+332) YoY -7.62% (-809)	All Managers (Combined)	$887.7K	0.1% ($887.7K/$689.3M)	QoQ +5.19% (+$43.9K) YoY -3.29% (-$30.2K)
(IVWcusip464287309)	8.8K	QoQ -0.68% (-60) YoY -5.90% (-549)	All Managers (Combined)	$812.4K	0.1% ($812.4K/$689.3M)	QoQ -9.19% (-$82.3K) YoY +3.44% (-$27.0K)
(cusip464288877)✕	13.5K	QoQ 0.00% (+0) YoY -7.81% (-1.1K)	All Managers (Combined)	$798.4K	0.1% ($798.4K/$689.3M)	QoQ +12.33% (+$87.6K) YoY -0.11% (-$955)
(IWMcusip464287655)	3.9K	QoQ -0.59% (-23) YoY -23.95% (-1.2K)	All Managers (Combined)	$768.0K	0.1% ($768.0K/$689.3M)	QoQ -10.26% (-$87.8K) YoY -27.87% (-$296.8K)
(cusip464288513)✕	9.4K	QoQ -2.14% (-206) YoY -13.02% (-1.4K)	All Managers (Combined)	$743.1K	0.1% ($743.1K/$689.3M)	QoQ -1.84% (-$14.0K) YoY -11.72% (-$98.7K)
(SPLGcusip78464A854)	10.5K	QoQ +26.89% (+2.2K) YoY NEW(+10.5K)	All Managers (Combined)	$692.2K	0.1% ($692.2K/$689.3M)	QoQ +21.05% (+$120.4K) YoY NEW(+$692.2K)
(BNDXcusip92203J407)	14.0K	QoQ -1.83% (-262) YoY -38.72% (-8.9K)	All Managers (Combined)	$685.8K	0.1% ($685.8K/$689.3M)	QoQ -2.28% (-$16.1K) YoY -39.18% (-$441.9K)
(cusip464287762)✕	10.8K	QoQ -3.01% (-336) YoY -40.65% (-7.4K)	All Managers (Combined)	$657.8K	0.1% ($657.8K/$689.3M)	QoQ +1.35% (-$8.8K) YoY -41.62% (-$469.0K)
(cusip464288646)✕	12.5K	QoQ -1.52% (-193) YoY -5.24% (-690)	All Managers (Combined)	$653.1K	0.1% ($653.1K/$689.3M)	QoQ -0.24% (-$1.6K) YoY -3.22% (-$21.8K)
(cusip46641Q332)✕	10.3K	QoQ -1.97% (-208) YoY -16.90% (-2.1K)	All Managers (Combined)	$590.5K	0.1% ($590.5K/$689.3M)	QoQ -2.63% (-$16.0K) YoY -17.94% (-$129.1K)
(cusip14020Y201)✕	21.6K	QoQ +21.50% (+3.8K) YoY +105.86% (+11.1K)	All Managers (Combined)	$580.6K	0.1% ($580.6K/$689.3M)	QoQ +21.05% (+$101.0K) YoY +104.41% (+$296.6K)
(cusip464288562)✕	6.7K	QoQ +0.31% (+21) YoY -1.87% (-128)	All Managers (Combined)	$579.7K	0.1% ($579.7K/$689.3M)	QoQ +6.99% (+$37.9K) YoY +17.66% (-$87.0K)
(cusip92189F676)✕	2.7K	QoQ +2.62% (-70) YoY -4.23% (-121)	All Managers (Combined)	$578.6K	0.1% ($578.6K/$689.3M)	QoQ -10.38% (-$67.1K) YoY -9.97% (-$64.1K)
(cusip00214Q104)✕	12.2K	QoQ -69.70% (-28.0K) YoY -92.75% (-155.7K)	All Managers (Combined)	$578.4K	0.1% ($578.4K/$689.3M)	QoQ -74.61% (-$1.7M) YoY -93.11% (-$7.8M)
(IEFcusip464287440)	5.8K	QoQ +0.52% (+30) YoY +3.22% (+180)	All Managers (Combined)	$550.0K	0.1% ($550.0K/$689.3M)	QoQ +3.70% (+$19.7K) YoY +3.99% (+$21.1K)
(cusip25434V724)✕	13.2K	QoQ +0.19% (+26) YoY +0.83% (+109)	All Managers (Combined)	$544.9K	0.1% ($544.9K/$689.3M)	QoQ +0.90% (+$4.9K) YoY +1.59% (+$8.6K)
(XLKcusip81369Y803)	2.6K	QoQ +1.81% (-46) YoY -23.98% (-813)	All Managers (Combined)	$532.1K	0.1% ($532.1K/$689.3M)	QoQ -9.59% (-$56.5K) YoY -24.61% (-$173.8K)
JOHNSON & JOHNSON(JNJcusip478160104)	3.1K	QoQ +1.04% (+32) YoY -6.57% (-218)	All Managers (Combined)	$513.4K	0.1% ($513.4K/$689.3M)	QoQ +15.84% (+$70.2K) YoY -2.07% (-$10.9K)
(MUBcusip464288414)	4.8K	QoQ +0.43% (-21) YoY -32.36% (-2.3K)	All Managers (Combined)	$505.4K	0.1% ($505.4K/$689.3M)	QoQ -0.62% (-$3.2K) YoY -33.73% (-$257.3K)
Alphabet Inc.(GOOGcusip02079K107)	3.1K	QoQ -0.41% (-13) YoY -11.96% (-421)	All Managers (Combined)	$483.8K	0.1% ($483.8K/$689.3M)	QoQ -18.30% (-$108.4K) YoY -9.67% (-$51.8K)