Long-term investor
Affiance Financial, LLC @affiancefinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001723681).
Record
- Tracked since 2025-06-30 (441 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months n/a · 1 year +14.8% · all +14.8%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 19.2% · long · since 2025-06-30
- AGG · 14.1% · long · since 2025-06-30
- VTI · 12.6% · long · since 2025-06-30
- IEFA · 5.6% · long · since 2025-06-30
- VEA · 5.3% · long · since 2025-06-30
- IWF · 4.7% · long · since 2025-06-30
- VTV · 3.4% · long · since 2025-06-30
- AKRE · 2.8% · long · since 2025-12-31
- VXF · 2.5% · long · since 2025-06-30
- SPEM · 1.9% · long · since 2025-06-30
- VWO · 1.8% · long · since 2025-06-30
- IJH · 1.8% · long · since 2025-06-30