American Institute for Advanced Investment Management, LLP
CIK 1805824 · Holdings on Dec 31, 2023 · First reported Jan 23, 2024
Top ten holdings
Q4 2023- IWF7.55%
- IWD4.98%
- SPY4.73%
- AAPL4.67%
- MSFT3.20%
- MINT3.01%
- VIG2.95%
- VTI2.85%
- IWM2.52%
- ITW1.85%
Share classes counted separately38.31%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $8.55M | 7.55% | 28.22K shares | — | ↗▾ | |
| 02 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $5.64M | 4.98% | 34.15K shares | — | ↗▾ | |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $5.35M | 4.73% | 11.26K shares | — | ↗▾ | |
| 04 | AAPLAPPLE INC View history and evidence | $5.29M | 4.67% | 27.48K shares | — | ↗▾ | |
| 05 | MSFTMICROSOFT CORP View history and evidence | $3.63M | 3.20% | 9.65K shares | — | ↗▾ | |
| 06 | MINTPIMCO ENHANCED SHORT MATURITENHAN SHRT MA AC View history and evidence | $3.40M | 3.01% | 34.11K shares | — | ↗▾ | |
| 07 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $3.34M | 2.95% | 19.59K shares | — | ↗▾ | |
| 08 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $3.23M | 2.85% | 13.61K shares | — | ↗▾ | |
| 09 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $2.86M | 2.52% | 14.24K shares | — | ↗▾ | |
| 10 | ITWILLINOIS TOOL WORKS View history and evidence | $2.09M | 1.85% | 8.00K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 46138J866 INVESCO EXCH TRD SLF IDX FD | Non-derivative | — | — | SEC filing ↗ | |
| SMMU PIMCO SHRT TRM MUNI BND ETF | Non-derivative | — | — | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1805824 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 113232007
}Research all 120 reported holdings.
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