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Portfolio (Quarterly) Guide ↗

Affiance Financial, LLC

· CIK 0001723681
13F Portfolio $695M AUM 111 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 26 Added 24 Reduced 3 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARES TR 990,470.0 $98.0M 14.10% +18K +1.9% $98.98 -1.6%
2 VTI VANGUARD INDEX FDS 237,334.0 $87.8M 12.63% +9K +4.2% $370.04 +2.2%
3 IEFA ISHARES TR 404,972.0 $39.1M 5.62% +24K +6.3% $96.58 +4.4%
4 IWF ISHARES TR 265,114.0 $32.9M 4.73% +204K +332.2% $124.17 -1.4%
5 VTV VANGUARD INDEX FDS 108,012.0 $23.5M 3.38% +4K +4.3% $217.93 +3.9%
6 SPEM SPDR INDEX SHS FDS 261,106.0 $13.5M 1.94% +12K +4.9% $51.78 +1.2%
7 BOND PIMCO ETF TR 126,883.0 $11.7M 1.68% +30K +30.4% $92.21 -1.9%
8 CGCP CAPITAL GRP FIXED INCM ETF T 369,532.0 $8.2M 1.18% +18K +5.0% $22.29 -1.3%
9 CGDV CAPITAL GROUP DIVIDEND VALUE 148,746.0 $7.3M 1.05% +6K +4.5% $49.28 +1.9%
10 IJR ISHARES TR 45,380.0 $6.7M 0.97% +2K +5.5% $148.31 -0.7%
11 ESGD ISHARES TR 39,390.0 $4.0M 0.58% +2K +5.1% $102.81 +4.4%
12 VO VANGUARD INDEX FDS 47,561.0 $3.8M 0.55% +36K +319.3% $80.57 +3.0%
13 EFIV SPDR SERIES TRUST 45,299.0 $3.3M 0.47% +705.0 +1.6% $72.93 +2.9%
14 VGT VANGUARD WORLD FD 22,449.0 $2.7M 0.39% +20K +728.7% $119.52 -0.9%
15 QQQ INVESCO QQQ TR Financial Services 3,583.0 $2.6M 0.38% +23.0 +0.7% $736.60 -3.1%
16 MMM 3M CO Industrials 10,082.0 $1.6M 0.23% +620.0 +6.5% $161.92 +10.5%
17 EFA ISHARES TR 15,267.0 $1.6M 0.23% +300.0 +2.0% $103.88 +4.2%
18 EVUS ISHARES TR 41,937.0 $1.5M 0.21% +770.0 +1.9% $35.11 +5.6%
19 JNJ JOHNSON & JOHNSON Healthcare 5,602.0 $1.4M 0.20% +2K +37.4% $253.99 +6.4%
20 NUSC NUSHARES ETF TR 15,624.0 $814K 0.12% +205.0 +1.3% $52.12 -0.3%
Page 1 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.8%
Financial Services 17.8%
Healthcare 13.9%
Consumer Cyclical 11.6%
Communication Services 9.7%
Industrials 7.7%
Consumer Defensive 7.4%
Basic Materials 1.4%
Utilities 1.3%
Energy 0.4%