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First Affirmative Financial Network13F | |
| First Affirmative Financial Network | |
| Last update 2025-04-11 | 269 Stocks (24 new) |
| Value $163.00 Mil | Turnover 5 % |
First Affirmative Financial Ne... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 163,200 | 9,694.1 | +2.02% | 5.940 | +0.12% | 0.030 | +0.58% | +3.87% | 31,494.2 | ||
SPTS |
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
| 221,525 | 6,477.4 | +4.44% | 3.970 | +0.17% | 0.110 | +0.54% | +2.44% | 5,745.0 | ||
AAPL | Apple Inc | 26,247 | 5,830.2 | -3.68% | 3.570 | -0.14% | 0.000 | +21.96% | -15.93% | 3,136,672.8 | Hardware | |
NVDA | NVIDIA Corp | 43,840 | 4,751.4 | -1.79% | 2.910 | -0.06% | 0.000 | +66.17% | +19.17% | 3,902,204.2 | Semiconductors | |
MSFT | Microsoft Corp | 12,617 | 4,736.3 | -9.05% | 2.900 | -0.30% | 0.000 | +40.32% | +18.28% | 3,691,149.9 | Software | |
DSI | iShares ESG MSCI KLD 400 ETF | 40,502 | 4,147.8 | -35.78% | 2.540 | -1.43% | 0.100 | +27.65% | +6.36% | 4,707.9 | ||
GOOGL | Alphabet Inc | 18,057 | 2,792.3 | -1.89% | 1.710 | -0.04% | 0.000 | +20.64% | -7.67% | 2,119,960.9 | Interactive Media | |
AMZN | Amazon.com Inc | 13,352 | 2,540.4 | -2.42% | 1.560 | -0.04% | 0.000 | +28.54% | -0.01% | 2,328,803.1 | Retail - Cyclical | |
MA | Mastercard Inc | 4,576 | 2,508.1 | +5.32% | 1.540 | +0.08% | 0.000 | +17.38% | +7.14% | 510,741.7 | Credit Services | |
GOOG | Alphabet Inc | 13,168 | 2,057.2 | +1.59% | 1.260 | +0.02% | 0.000 | +19.64% | -7.81% | 2,120,452.2 | Interactive Media |
First Affirmative Financial Network's Historical Top Holdings Breakdowns
First Affirmative Financial Network's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DSI | iShares ESG MSCI KLD 400 ETF | 2025-03-31 | Reduce Reduce | -1.43% | 101.98 ($109.1) 115.66 | $116.68 | 6.95% | Reduce -35.78% | 40,502 | -22,562 | |
SYK | Stryker Corp | 2025-03-31 | Reduce Reduce | -0.37% | 355.18 ($380.56) 399.9 | $389.50 | 2.35% | Reduce -36.15% | 3,177 | -1,799 | |
DFSU |
Dimensional US Sustainability Core 1 ETF
Dimensional US Sustainability Core 1 ETF
| 2025-03-31 | New Buy New Buy | +0.34% | 35.3 ($37.97) 39.61 | $39.64 | 4.40% | New holding | 15,442 | 15,442 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.30% | 375.39 ($407.71) 447.2 | $496.62 | 21.81% | Reduce -9.05% | 12,617 | -1,255 | |
LIN | Linde PLC | 2025-03-31 | Reduce Reduce | -0.22% | 412.91 ($450.21) 468.77 | $469.95 | 4.38% | Reduce -34.23% | 1,720 | -895 | |
AMGN | Amgen Inc | 2025-03-31 | Reduce Reduce | -0.21% | 258.59 ($295.3) 327.36 | $297.00 | 0.58% | Reduce -40.32% | 2,069 | -1,398 | |
TGT | Target Corp | 2025-03-31 | Sold Out Sold Out | -0.21% | 103.65 ($124.98) 142.5 | $102.01 | -18.38% | Sold Out | 0 | -2,643 | |
TMUS | T-Mobile US Inc | 2025-03-31 | Reduce Reduce | -0.19% | 211.3 ($246.5) 272.83 | $235.97 | -4.27% | Reduce -33.12% | 2,930 | -1,451 | |
DHR | Danaher Corp | 2025-03-31 | Reduce Reduce | -0.18% | 201.62 ($218.33) 250.59 | $200.68 | -8.08% | Reduce -25% | 4,088 | -1,363 | |
PEP | PepsiCo Inc | 2025-03-31 | Reduce Reduce | -0.18% | 142.64 ($148.84) 156.42 | $135.04 | -9.27% | Reduce -32.11% | 4,357 | -2,061 |
First Affirmative Financial Network Total Holding History ($B)
First Affirmative Financial Network's Asset Allocation
First Affirmative Financial Network Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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First Affirmative Financial Network's Hypothetical Growth since 2025-03-31
First Affirmative Financial Network's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
First Affirmative Financial Network's Holdings Heat Map
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First Affirmative Financial Network's Holdings Bubble Chart
First Affirmative Financial Network News
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