AAFMAA Wealth Management & Trust LLC
Q1 2025 13F Holdings
- Locationfayetteville, NC
- Num holdings
77
- Value ($000)
$220,274
- Date Filed04/11/2025
- Form type13F-HR
- CIK0001846160
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $50.40M | 23 % | 638,470 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.41M | 5 % | 20,393 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $9.08M | 4 % | 71,457 | ||
MBB ISHARES TR | MBS ETF | 464288588 | $6.88M | 3 % | 73,337 | ||
HYG ISHARES TR | IBOXX HI YD ETF | 464288513 | $6.85M | 3 % | 86,852 | ||
AIQ GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 | $5.37M | 2 % | 147,522 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $4.69M | 2 % | 94,217 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.93M | 2 % | 36,274 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $3.90M | 2 % | 35,857 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.86M | 2 % | 10,283 |
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