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  Name: AAFCPAs Wealth Management LLC
  City: WESTBOROUGH
  State: MA
  Zip: 01581
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $177,242,000
  Total Value Change : $10,621,000
  Securities Held Change : -3
   
All Securities Held : 43
  New Positions : 4
  Closed Positions : 7
  Increased Positions : 14
  Unchanged Positions : 8
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DXJ)1 Year Chart         DXJ WisdomTree Trust Japan Tota... 9 New $107.78 $5,677,000 52,323 3.2% 5,677,000 52,323 0.174    Closed - End Fund - E...
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 39 New $243.09 $205,000 853 0.12% 205,000 853 0.001    Closed - End Fund - E...
   (PG)1 Year Chart         PG Procter & Gamble Co 41 New $167.64 $202,000 1,245 0.11% 202,000 1,245 0    Cleaning Products
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 42 New $48.17 $201,000 4,034 0.11% 201,000 4,034 0    Networking & Communic...

      4 Records Found
  1    
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