AA Financial Advisors, LLC
Q1 2025 13F Holdings
- Locationcolumbus, OH
- Num holdings
173
- Value ($000)
$409,904
- Date Filed04/17/2025
- Form type13F-HR
- CIK0002016899
- 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 |
|---|---|---|---|---|---|---|---|
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $25.48M | 6 % | 114,922 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $22.31M | 5 % | 626,013 | ||
VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $18.16M | 4 % | 156,583 | ||
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $16.91M | 4 % | 753,186 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $14.68M | 4 % | 53,421 | ||
CGUS CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 | $12.80M | 3 % | 383,265 | ||
BSCR INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $11.09M | 3 % | 566,075 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $10.09M | 3 % | 109,967 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $9.73M | 2 % | 118,975 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $8.73M | 2 % | 67,662 |
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