AA Financial Advisors, LLC
Q2 2025 13F Holdings
- Locationcolumbus, OH
- Num holdings
186
- Value ($000)
$464,070
- Date Filed07/11/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $29.50M | 6 % | 124,484 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $27.12M | 6 % | 686,813 | ||
VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $22.62M | 5 % | 176,001 | ||
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $16.83M | 4 % | 747,854 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $16.63M | 4 % | 54,729 | ||
CGUS CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 | $14.08M | 3 % | 381,380 | ||
BSCR INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $11.16M | 2 % | 567,995 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $10.13M | 2 % | 76,009 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $9.77M | 2 % | 117,831 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $9.72M | 2 % | 335,772 |
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