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  Name: AA Financial Advisors LLC
  City: Columbus
  State: OH
  Zip: 43215
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $247,835,000
  Total Value Change : $97,587,000
  Securities Held Change : 90
   
All Securities Held : 153
  New Positions : 90
  Closed Positions : 0
  Increased Positions : 35
  Unchanged Positions : 12
  Decreased Positions : 16

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Holdings Found : 16     View All Holdings Currently Viewing:  Decreased 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
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 3 - $62.78 $8,363,000 134,752 3.37% 643,000 -2,123 0.005    Closed - End Fund - Debt
   (POCT)1 Year Chart         POCT Innovator S&p 500 Power Buf... 7 - $0.00 $6,533,000 174,267 2.64% 231,000 -220 0.194    N/A
   (PJUL)1 Year Chart         PJUL Innovator S&p 500 Power Buf... 9 - $0.00 $6,357,000 167,390 2.57% 298,000 -44 0.186    N/A
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... 10 - $67.48 $6,316,000 93,724 2.55% 376,000 -2,171 0.008    N/A
   (VOOV)1 Year Chart         VOOV Vanguard S&P 500 Value Etf 11 - $180.49 $5,846,000 32,394 2.36% 287,000 -702 0.264    N/A
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 13 - $77.07 $5,009,000 64,789 2.02% -303,000 -3,863 0.016    N/A
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 14 - $0.00 $4,982,000 54,268 2.01% -266,000 -3,155 0.006    Closed - End Fund - E...
   (CGGO)1 Year Chart         CGGO Capital Group Global Growth... 23 - $0.00 $3,373,000 117,101 1.36% -88,000 -17,423 0.13    N/A
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 27 - $132.46 $2,912,000 22,190 1.17% -3,900,000 -32,320 0.014    Closed - End Fund - E...
   (BSCO)1 Year Chart         BSCO Invesco BulletShares 2024 C... 33 - $21.07 $2,226,000 106,165 0.9% -433,000 -21,169 0.02    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 42 - $48.16 $1,715,000 35,818 0.69% -83,000 -2,051 0.002    N/A
   (BSJO)1 Year Chart         BSJO Invesco Bulletshares 2024 H... 45 - $22.80 $1,630,000 71,696 0.66% -420,000 -18,567 0.08    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 62 - $451.76 $1,028,000 2,315 0.41% 63,000 -41 0    Closed - End Fund - Debt
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 125 - $110.39 $291,000 2,632 0.12% 5,000 -7 0.001    Closed - End Fund - E...
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 128 - $45.69 $290,000 6,903 0.12% 6,000 -382 0    Closed - End Fund - E...
   (VTHR)1 Year Chart         VTHR Vangard Russell 3000 141 - $235.10 $245,000 1,052 0.1% -5,000 -123 0    N/A
      16 Records Found
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