AF

Affiance Financial, LLC

13F
Affiance Financial, LLC
Last update 2025-04-10 102 Stocks (3 new)
Value $430.00 Mil Turnover 8 %
Countries:
Top Holdings: VOO(19.78%)AGG(15.03%)VTI(10.66%)VEA(5.84%)IEFA(4.36%)
Summary Stock Picks Current Portfolio
Affiance Financial, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
165,296
84,947.4
+5.11%
19.780
+0.96%
0.010
-0.39%
+1.00%
601,960.8
 
AGG 		iShares Core U.S. Aggregate Bond ETF
652,521
64,547.4
+13.13%
15.030
+1.74%
0.050
-0.45%
+2.30%
123,774.1
 
VTI 		Vanguard Total Stock Market ETF
166,545
45,773.4
-0.11%
10.660
-0.01%
0.010
-0.62%
+0.46%
450,158.7
 
VEA 		Vanguard FTSE Developed Markets ETF
493,260
25,072.4
+1.46%
5.840
+0.08%
0.020
+9.20%
+16.62%
145,404.4
 
IEFA 		iShares Core MSCI EAFE ETF
247,418
18,717.2
+4.66%
4.360
+0.19%
0.010
+9.41%
+17.34%
139,404.7
 
CGUS 		Capital Group Core Equity ETF
490,885
16,395.6
New Holding
3.820
+3.82%
0.300
-0.37%
+0.51%
5,418.1
 
IWF 		iShares Russell 1000 Growth ETF
34,095
12,311.4
+13.52%
2.870
+0.34%
0.010
+1.42%
-0.34%
105,940.0
 
VXF 		Vanguard Extended Market Index ETF
70,033
12,063.9
+4.05%
2.810
+0.11%
0.050
-1.93%
-3.04%
20,329.8
 
VTV 		Vanguard Value ETF
65,229
11,267.8
+7.77%
2.620
+0.19%
0.010
-3.37%
+1.67%
136,069.8
 
AAPL 		Apple Inc
47,063
10,454.3
-8.87%
2.430
-0.27%
0.000
-17.21%
-19.96%
2,986,418.4
Hardware

Affiance Financial, LLC's Historical Top Holdings Breakdowns

Affiance Financial, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CGUS 		Capital Group Core Equity ETF2025-03-31New Buy
+3.82%
●
33.08 ($35.13) 36.62
$35.06
-0.20%
New holding
490,885
490,885
AGG 		iShares Core U.S. Aggregate Bond ETF2025-03-31Add
+1.74%
●
95.85 ($97.76) 99.25
$97.86
0.10%
Add 13.13%
652,521
75,726
RHS 		Invesco S P 500 Equal Weight Consumer Staples ETF2025-03-31Reduce
-1.01%
●
29.04 ($29.91) 31.35
$166.46
456.54%
Reduce -93.15%
10,315
-140,220
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+0.96%
●
507.05 ($540.58) 563.67
$542.32
0.32%
Add 5.11%
165,296
8,039
XLV 		Health Care Select Sector SPDR2025-03-31Reduce
-0.95%
●
137.61 ($145.27) 149.68
$132.36
-8.89%
Reduce -80.49%
7,026
-28,984
IWF 		iShares Russell 1000 Growth ETF2025-03-31Add
+0.34%
●
360.07 ($394.62) 417.26
$399.77
1.31%
Add 13.52%
34,095
4,060
AAPL 		Apple Inc2025-03-31Reduce
-0.27%
●
209.68 ($231.67) 247.1
$199.95
-13.69%
Reduce -8.87%
47,063
-4,583
MUB 		iShares National Muni Bond ETF2025-03-31Reduce
-0.22%
●
104.71 ($106.35) 107.68
$103.99
-2.22%
Reduce -55.93%
6,770
-8,591
IEFA 		iShares Core MSCI EAFE ETF2025-03-31Add
+0.19%
●
69.57 ($74.78) 78.65
$82.47
10.28%
Add 4.66%
247,418
11,017
BOND 		PIMCO Active Bond ETF2025-03-31Add
+0.19%
●
89.27 ($91.32) 92.9
$90.75
-0.62%
Add 24.04%
44,925
8,706

Affiance Financial, LLC Total Holding History ($B)

To

Affiance Financial, LLC's Asset Allocation

To

Affiance Financial, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Affiance Financial, LLC's Hypothetical Growth since 2025-03-31

Affiance Financial, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Affiance Financial, LLC's Holdings Heat Map

Size field:

Affiance Financial, LLC's Holdings Bubble Chart

Affiance Financial, LLC News

  • 1

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