Affinia Financial Group

Affinia Financial Group as of Dec. 31, 2022

Portfolio Holdings for Affinia Financial Group

Affinia Financial Group holds 30 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 24.0 $28M 414k 68.11
Spdr Portfolio S&p 500 Etf Etf (SPLG) 22.6 $27M 579k 45.93
T. Rowe Price Dividend Growth Etf Etf (TDVG) 18.9 $22M 699k 31.88
Spdr S&p 500 Etf Trust Etf (SPY) 15.5 $18M 47k 390.58
Ishares Short Treasury Bond Etf Etf (SHV) 2.8 $3.2M 30k 109.99
Spdr S&p 600 Small Cap Etf Etf 2.1 $2.5M 29k 85.31
Ishares Core S&p Mid-cap Etf Etf (IJH) 2.0 $2.4M 9.4k 250.44
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 1.6 $1.9M 40k 48.37
Apple Stock (AAPL) 1.1 $1.3M 10k 130.74
Ishares Msci Kld 400 Social Etf Etf (DSI) 1.1 $1.3M 18k 73.42
Ishares Msci Usa Esg Select Etf Etf (SUSA) 1.1 $1.3M 15k 84.48
Cgi Inc Cl A Sub Vtg Stock (GIB) 1.0 $1.2M 14k 85.30
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.9 $1.1M 46k 23.93
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.5 $630k 7.7k 81.53
Analog Devices Stock (ADI) 0.4 $470k 2.8k 169.22
Cvs Health Corp Stock (CVS) 0.4 $468k 5.2k 90.65
Exxon Mobil Corp Stock (XOM) 0.4 $447k 4.1k 110.09
Microsoft Corp Stock (MSFT) 0.4 $434k 1.9k 228.85
Spdr Msci Usa Strategicfactors Etf Etf (QUS) 0.4 $423k 3.8k 112.62
Home Depot Stock (HD) 0.3 $392k 1.2k 320.53
Spdr S&p Dividend Etf Etf (SDY) 0.3 $392k 3.1k 127.94
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.3 $325k 3.7k 88.42
New Jersey Res Corp Stock (NJR) 0.3 $299k 5.9k 50.96
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $291k 921.00 316.35
Invesco Qqq Trust Etf (QQQ) 0.2 $285k 1.0k 272.83
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.2 $279k 8.2k 34.18
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $258k 2.9k 89.24
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.2 $240k 4.8k 50.19
Parsons Corp Del Stock (PSN) 0.2 $221k 5.0k 43.85
Vanguard Russell 1000 Etf Etf (VONE) 0.2 $203k 1.1k 177.71