Affinia Financial Group as of March 31, 2020
Portfolio Holdings for Affinia Financial Group
Affinia Financial Group holds 16 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 27.2 | $29M | 114k | 257.75 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 22.3 | $24M | 764k | 31.45 | |
| SPDR DJ Wilshire Large Cap (SPLG) | 21.1 | $23M | 752k | 30.25 | |
| iShares Lehman Short Treasury Bond (SHV) | 11.8 | $13M | 115k | 111.02 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 9.4 | $10M | 118k | 86.67 | |
| Ishares Tr eafe min volat (EFAV) | 2.7 | $3.0M | 48k | 62.05 | |
| Invesco Qqq Trust Series 1 (QQQ) | 2.2 | $2.4M | 12k | 190.40 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.9 | $936k | 43k | 21.85 | |
| Apple (AAPL) | 0.6 | $661k | 2.6k | 254.13 | |
| Microsoft Corporation (MSFT) | 0.3 | $343k | 2.2k | 157.77 | |
| Home Depot (HD) | 0.3 | $283k | 1.5k | 186.92 | |
| iShares FTSE KLD Select Scil Idx (SUSA) | 0.3 | $274k | 2.5k | 109.60 | |
| iShares FTSE KLD 400 Social Idx (DSI) | 0.3 | $271k | 2.8k | 97.52 | |
| iShares Lehman Aggregate Bond (AGG) | 0.2 | $229k | 2.0k | 115.19 | |
| Verizon Communications (VZ) | 0.2 | $226k | 4.2k | 53.76 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $223k | 192.00 | 1161.46 |
