test

Daniel McLaughlin

@Aafmaa Wealth Management & Trust Llc

Latest period2024 - Q4ReportedManaged Assets$228.158MTotal holdings67
Assets growth rate0.62%Assets growth rate (2-Q avg)6.09%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Aafmaa Wealth Management & Trust Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 67 positions.

Assets under management

The assets under management (AUM) of Aafmaa Wealth Management & Trust Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 228.158M in assets, with a quarterly growth rate of 0.62% and a 2-quarter average growth rate of 6.09%. The portfolio is managed by Daniel McLaughlin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 5.08%
15.37%
$35.047M
449,266 shares@ $78.02 avg price
HYGIshares Tr
Recent Activity
Increased 3.72%
5.53%
$12.6M
160,208 shares@ $78.66 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.93%
5.24%
$11.935M
20,364 shares@ $586.09 avg price
LQDIshares Tr
Recent Activity
Increased 6.87%
4.89%
$11.148M
104,343 shares@ $106.84 avg price
IUSGIshares Tr
Recent Activity
Increased 1.95%
4.54%
$10.355M
74,309 shares@ $139.35 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 4.38%
4.29%
$9.786M
49,974 shares@ $195.84 avg price
VUGVanguard Index Fds
Recent Activity
Increased 4.21%
3.12%
$7.1M
17,299 shares@ $410.45 avg price
AIQGlobal X Fds
Recent Activity
Increased 1.72%
2.96%
$6.735M
174,310 shares@ $38.65 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.88%
2.94%
$6.708M
28,848 shares@ $232.53 avg price
MBBIshares Tr
Recent Activity
Increased 6.94%
2.88%
$6.558M
71,534 shares@ $91.68 avg price