Holdings
Affiance Financial, LLC
As of Sep 30, 2026, Affiance Financial, LLC reported 105 positions worth US$699M. Largest: Vanguard S&P 500 ETF, iShares Core U.S. Aggregate Bond ETF and Vanguard Morningstar Total Stock Market ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard S&P 500 ETF | 194K | US$136M | new | Sep 30, 2026 |
| iShares Core U.S. Aggregate Bond ETF | 1.02M | US$96M | new | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 246K | US$92.1M | new | Sep 30, 2026 |
| iShares Core MSCI EAFE ETF | 425K | US$41.2M | new | Sep 30, 2026 |
| Vanguard FTSE Developed Markets ETF | 521K | US$36.8M | new | Sep 30, 2026 |
| iShares Russell 1000 Growth ETF | 275K | US$34.4M | new | Sep 30, 2026 |
| Vanguard Morningstar Value ETF | 112K | US$24.3M | new | Sep 30, 2026 |
| Akre Focus ETF | 345K | US$18.2M | new | Sep 30, 2026 |
| Vanguard Extended Market ETF | 69,619 | US$16.1M | new | Sep 30, 2026 |
| State Street SPDR Portfolio Emerging Markets ETF | 258K | US$13.4M | new | Sep 30, 2026 |