AAFMAA Wealth Management & Trust LLC
CIK 1846160 · Holdings on Dec 31, 2024 · First reported Jan 13, 2025
Top ten holdings
Q4 2024- VCSH15.36%
- HYG5.52%
- SPY5.23%
- LQD4.89%
- IUSG4.54%
- VIG4.29%
- VUG3.11%
- AIQ2.95%
- XLK2.94%
- MBB2.87%
Share classes counted separately51.70%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VCSHWeight increased · +0.39 pp14.97% → 15.36%Shares +21.72K (+5.08%)
- IUSGWeight increased · +0.30 pp4.24% → 4.54%Shares +1.42K (+1.95%)
- VUGWeight increased · +0.30 pp2.81% → 3.11%Shares +698 (+4.20%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $35.05M | 15.36% | 449.27K shares | 14.97% → 15.36%+0.39 pp +21.72K (+5.08%) | Added | ↗▾ |
| 02 | HYGISHR IBX USD HIYLD CB ETF-UIIBOXX HI YD ETF View history and evidence | $12.60M | 5.52% | 160.21K shares | 5.47% → 5.52%+0.05 pp +5.74K (+3.72%) | Added | ↗▾ |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $11.93M | 5.23% | 20.36K shares | 5.11% → 5.23%+0.12 pp +186 (+0.92%) | Added | ↗▾ |
| 04 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $11.15M | 4.89% | 104.34K shares | 4.86% → 4.89%+0.03 pp +6.70K (+6.87%) | Added | ↗▾ |
| 05 | IUSGISHARES CORE S&P U.S. GROWTHCORE S&P US GWT View history and evidence | $10.35M | 4.54% | 74.31K shares | 4.24% → 4.54%+0.30 pp +1.42K (+1.95%) | Added | ↗▾ |
| 06 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $9.79M | 4.29% | 49.97K shares | 4.18% → 4.29%+0.11 pp +2.10K (+4.38%) | Added | ↗▾ |
| 07 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $7.10M | 3.11% | 17.30K shares | 2.81% → 3.11%+0.30 pp +698 (+4.20%) | Added | ↗▾ |
| 08 | AIQGLOBAL X ART INTEL & TECHARTIFICIAL ETF View history and evidence | $6.74M | 2.95% | 174.31K shares | 2.81% → 2.95%+0.14 pp +2.94K (+1.72%) | Added | ↗▾ |
| 09 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $6.71M | 2.94% | 28.85K shares | 2.82% → 2.94%+0.12 pp +532 (+1.88%) | Added | ↗▾ |
| 10 | MBBISHARES MBS ETFMBS ETF View history and evidence | $6.56M | 2.87% | 71.53K shares | 2.83% → 2.87%+0.04 pp +4.64K (+6.93%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1846160 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 228157524
}Research all 67 reported holdings.
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