Affiance Financial, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
St. Louis Park, MN
CIK
0001723681
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 97 343,507 VOO, AGG, VTI, VEA 13F-HR 1/9/2024 000108514624000127
Q3 2023 92 196,895 VTI, IJR, VTV, IJH 13F-HR 10/11/2023 000108514623003700
Q2 2023 99 205,226 IJR, VTV, VTI, IJH 13F-HR 7/11/2023 000108514623002636
Q1 2023 94 188,970 IJR, VTV, IJH, VTI 13F-HR 4/18/2023 000108514623001737
Q4 2022 436 246,728 IWD, JAAA, RHS, IJR 13F-HR 1/20/2023 000139834423000776
Q3 2022 138 177,454 IWD, JAAA, IJR, RHS 13F-HR 10/27/2022 000139834422020807
Q2 2022 124 185,463 IWD, JAAA, IJR, IJH 13F-HR 7/14/2022 000139834422013376
Q1 2022 133 205,719 IJH, IJR, JAAA, VTI RESTATEMENT 4/19/2022 000139834422007525
Q4 2021 146 239,591 BSV, IJH, VTI, IWD 13F-HR 1/31/2022 000139834422001554
Q3 2021 155 229,949 BSV, IJH, VTI, IWD 13F-HR 10/12/2021 000139834421019798
Q2 2021 159 235,856 BSV, IJH, VTI, IWD 13F-HR 7/14/2021 000139834421014382
Q1 2021 154 224,308 BSV, IJH, VTI, IWD 13F-HR 4/20/2021 000139834421008266
Q4 2020 134 191,889 IJH, PTON, VTI, BSV 13F-HR 1/25/2021 000139834421001247
Q3 2020 138 173,131 IJH, PTON, BSV, VTI 13F-HR 10/13/2020 000139834420019967
Q2 2020 130 183,951 IJH, BSV, VTI, SMLV 13F-HR 7/13/2020 000139834420013662
Q1 2020 135 145,059 IJH, BSV, VTI, SMLV 13F-HR 4/14/2020 000139834420007944
Q4 2019 141 181,304 IJH, BSV, IJR, VTI 13F-HR 1/16/2020 000139834420000858
Q3 2019 94 164,735 IJH, BSV, IJR, VTI 13F-HR 10/11/2019 000139834419017757
Q2 2019 92 163,557 IJH, BSV, IJR, VTI 13F-HR 7/11/2019 000139834419011838
Q1 2019 91 158,849 IJH, BSV, IJR, VTI 13F-HR 4/15/2019 000139834419006586
Q4 2018 92 151,359 IJH, BSV, VTI, RHS 13F-HR 1/11/2019 000139834419000565
Q3 2018 89 151,694 IJH, BSV, IJR, VTI 13F-HR 10/15/2018 000139834418014925
Q2 2018 89 130,778 IJH, BSV, VTI, RHS 13F-HR 7/16/2018 000139834418010096
Q1 2018 77 113,181 IJH, BSV, XLP, VTI 13F-HR 4/17/2018 000139834418005643
Q4 2017 79 135,097 IJH, BSV, VNQ, XLP RESTATEMENT 1/19/2018 000139834418000732
Q3 2017 76 124,178 IJH, BSV, VNQ, XLP 13F-HR 12/8/2017 000139834417015690
Q2 2017 74 125,531 IJH, BSV, VNQ, XLP 13F-HR 12/8/2017 000139834417015693
Q1 2017 81 129,317 IJH, BSV, BND, XLP 13F-HR 12/8/2017 000139834417015699
Q4 2016 86 124,742 IJH, BSV, BND, XLP 13F-HR 12/8/2017 000139834417015694
Q3 2016 85 123,028 IJH, BSV, XLP, BND 13F-HR 12/8/2017 000139834417015700
Q2 2016 88 118,238 IJH, XLP, BSV, BND 13F-HR 12/8/2017 000139834417015704
Q1 2016 90 104,390 XLP, IJH, BSV, BND 13F-HR 12/8/2017 000139834417015705
Q4 2015 88 97,370 XLP, BSV, IJH, BND 13F-HR 12/11/2017 000139834417015742
Q3 2015 83 79,801 XLP, BSV, IJH, BND 13F-HR 12/8/2017 000139834417015688
Q2 2015 89 78,472 XLP, BSV, VNQ, XLV 13F-HR 12/8/2017 000139834417015710
Q1 2015 86 65,772 XLP, XLV, VNQ, EPD 13F-HR 12/8/2017 000139834417015707
Q4 2014 73 56,935 XLP, XLV, EPD, MUH 13F-HR 12/8/2017 000139834417015696
Additional filings from Affiance Financial, LLC that have since been restated