Universe · entity
Affiance Financial, LLC
Institutional manager (13F) · CIK 1723681
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $590M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $116M | 194,643 |
| 2 | ISHARES TR | $97M | 972,104 |
| 3 | VANGUARD INDEX FDS | $73M | 227,871 |
| 4 | ISHARES TR | $34M | 380,964 |
| 5 | VANGUARD TAX-MANAGED FDS | $33M | 522,437 |
| 6 | ISHARES TR | $26M | 61,344 |
| 7 | VANGUARD INDEX FDS | $20M | 103,560 |
| 8 | PROFESIONALLY MANAGED PORTFO | $20M | 372,314 |
| 9 | VANGUARD INDEX FDS | $15M | 70,713 |
| 10 | SPDR INDEX SHS FDS | $12M | 248,912 |
| 11 | VANGUARD INTL EQUITY INDEX F | $11M | 212,527 |
| 12 | ISHARES TR | $11M | 168,174 |
| 13 | APPLE INC | $10M | 39,038 |
| 14 | PIMCO ETF TR | $9M | 97,316 |
| 15 | CAPITAL GRP FIXED INCM ETF T | $8M | 351,792 |
| 16 | CAPITAL GROUP DIVIDEND VALUE | $6M | 142,312 |
| 17 | ISHARES TR | $6M | 8,773 |
| 18 | ISHARES TR | $5M | 43,007 |
| 19 | VANGUARD INTL EQUITY INDEX F | $5M | 33,719 |
| 20 | ALPHABET INC | $4M | 14,148 |
| 21 | MICROSOFT CORP | $4M | 10,933 |
| 22 | STATE STR SPDR S&P 500 ETF T | $4M | 6,130 |
| 23 | ISHARES TR | $4M | 37,468 |
| 24 | AMAZON COM INC | $4M | 17,118 |
| 25 | VANGUARD INDEX FDS | $3M | 11,343 |
| 26 | VANGUARD SPECIALIZED FUNDS | $3M | 13,915 |
| 27 | SPDR SERIES TRUST | $3M | 44,594 |
| 28 | ALPHABET INC | $3M | 9,452 |
| 29 | ISHARES TR | $3M | 23,980 |
| 30 | META PLATFORMS INC | $3M | 4,554 |
| 31 | NVIDIA CORPORATION | $3M | 14,648 |
| 32 | JPMORGAN CHASE & CO | $3M | 8,532 |
| 33 | ISHARES INC | $2M | 51,356 |
| 34 | WALMART INC | $2M | 18,522 |
| 35 | ISHARES TR | $2M | 10,247 |
| 36 | CAPITAL GROUP CORE EQUITY ET | $2M | 56,803 |
| 37 | BERKSHIRE HATHAWAY INC DEL | $2M | 4,356 |
| 38 | INVESCO QQQ TR | $2M | 3,560 |
| 39 | VANGUARD STAR FDS | $2M | 26,086 |
| 40 | VANGUARD WORLD FD | $2M | 2,709 |
| 41 | SELECT SECTOR SPDR TR | $2M | 19,869 |
| 42 | UNITEDHEALTH GROUP INC | $2M | 5,897 |
| 43 | ISHARES TR | $1M | 14,967 |
| 44 | ISHARES TR | $1M | 24,755 |
| 45 | 3M CO | $1M | 9,462 |
| 46 | ISHARES TR | $1M | 41,167 |
| 47 | ELI LILLY & CO | $1M | 1,405 |
| 48 | ISHARES TR | $1M | 22,276 |
| 49 | MCDONALDS CORP | $1M | 4,032 |
| 50 | MARRIOTT INTL INC NEW | $1M | 3,765 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.