AA Financial Advisors, LLC: 13F holdings
CIK 20168992026Q2
| Positions | 230 |
|---|
| Reported value | $831.5m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 230 (+9 vs prior quarter) |
|---|
| Reported value | $831.5m (+17.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VB VANGUARD INDEX FDS | 160,869 | $48.8m | 5.9% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 924,313 | $45.6m | 5.5% |
| CGGR CAPITAL GROUP GROWTH ETF | 889,658 | $42.0m | 5.1% |
| DIMENSIONAL ETF TRUST | 729,792 | $32.4m | 3.9% |
| IJH ISHARES TR | 396,971 | $30.6m | 3.7% |
| CGUS CAPITAL GROUP CORE EQUITY ET | 597,760 | $26.6m | 3.2% |
| VCSH VANGUARD SCOTTSDALE FDS | 282,053 | $22.3m | 2.7% |
| ACWI VANGUARD INTL EQUITY INDEX F | 134,235 | $21.1m | 2.5% |
| VTI VANGUARD INDEX FDS | 55,335 | $20.5m | 2.5% |
| DFIC DIMENSIONAL ETF TRUST | 530,537 | $19.8m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2016899")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples