Notify me when Affiance Financial, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 104 | $621,269,248 | +$69,276,136 | -$5,889,832 | +$63,386,304 | VOO, AGG, VTI, AKRE, VEA | 13F-HR | 21 Jan 2026, 15:42 |
| Q3 2025 | 104 | $549,190,060 | +$31,684,554 | -$7,055,393 | +$24,629,161 | VOO, AGG, VTI, VEA, IEFA | 13F-HR | 14 Oct 2025, 14:40 |
| Q2 2025 | 103 | $492,169,613 | +$40,907,586 | -$11,107,133 | +$29,800,453 | VOO, AGG, VTI, VEA, IEFA | 13F-HR | 10 Jul 2025, 10:49 |
| Q1 2025 | 101 | $429,254,254 | +$35,968,947 | -$15,733,355 | +$20,235,592 | VOO, AGG, VTI, VEA, IEFA | 13F-HR | 09 Apr 2025, 14:40 |
| Q4 2024 | 102 | $418,113,898 | +$15,245,475 | -$3,932,603 | +$11,312,872 | VOO, AGG, VTI, VEA, IEFA | 13F-HR | 21 Jan 2025, 14:19 |
| Q3 2024 | 98 | $412,009,251 | +$9,226,947 | -$3,944,683 | +$5,282,264 | VOO, AGG, VTI, VEA, IEFA | 13F-HR | 11 Oct 2024, 10:14 |
| Q2 2024 | 96 | $383,204,236 | +$11,552,758 | -$2,354,808 | +$9,197,950 | VOO, AGG, VTI, VEA, IEFA | 13F-HR | 01 Aug 2024, 17:25 |
| Q1 2024 | 95 | $369,118,789 | +$38,619,560 | -$19,099,819 | +$19,519,741 | VOO, AGG, VTI, VEA, IEFA | 13F-HR | 15 Apr 2024, 16:21 |
| Q4 2023 | 95 | $343,507,234 | +$162,925,896 | -$37,294,638 | +$125,631,258 | VOO, AGG, VTI, VEA, IJH | 13F-HR | 09 Jan 2024, 18:30 |
| Q3 2023 | 92 | $196,895,353 | +$15,752,469 | -$5,788,286 | +$9,964,183 | VTI, IJR, VTV, IJH, RSPS | 13F-HR | 11 Oct 2023, 15:54 |
| Q2 2023 | 99 | $205,226,153 | +$11,474,263 | -$5,098,589 | +$6,375,674 | IJR, VTV, VTI, IJH, RSPS | 13F-HR | 11 Jul 2023, 18:02 |
| Q1 2023 | 94 | $188,970,251 | +$24,812,275 | -$91,038,027 | -$66,225,752 | IJR, VTV, IJH, VTI, RSPS | 13F-HR | 18 Apr 2023, 10:54 |
| Q4 2022 | 436 | $246,728,076 | +$69,308,188 | -$9,306,573 | +$60,001,615 | IWD, JAAA, RSPS, IJR, IJH | 13F-HR | 20 Jan 2023, 10:24 |
| Q3 2022 | 134 | $177,453,000 | +$13,568,377 | -$8,766,035 | +$4,802,342 | IWD, JAAA, IJR, RSPS, IJH | 13F-HR | 27 Oct 2022, 12:35 |
| Q2 2022 | 124 | $185,462,000 | +$21,775,429 | -$12,928,493 | +$8,846,936 | IWD, JAAA, IJR, IJH, VTI | 13F-HR | 14 Jul 2022, 16:15 |
| Q1 2022 | 133 | $205,718,000 | +$33,675,827 | -$56,892,341 | -$23,216,514 | IJH, IJR, JAAA, VTI, IWD | Restatement | 19 Apr 2022, 09:30 |
| Q4 2021 | 146 | $239,590,000 | +$4,129,469 | -$5,026,230 | -$896,761 | BSV, IJH, VTI, IWD, AAPL | 13F-HR | 31 Jan 2022, 19:33 |
| Q3 2021 | 155 | $229,948,000 | +$1,075,849 | -$2,142,267 | -$1,066,418 | BSV, IJH, VTI, IWD, VOO | 13F-HR | 12 Oct 2021, 10:12 |
| Q2 2021 | 159 | $235,856,000 | +$6,056,119 | -$6,718,158 | -$662,039 | BSV, IJH, VTI, IWD, PTON | 13F-HR | 14 Jul 2021, 17:26 |
| Q1 2021 | 153 | $224,308,000 | +$38,184,028 | -$12,439,511 | +$25,744,517 | BSV, IJH, VTI, IWD, PTON | 13F-HR | 20 Apr 2021, 19:52 |
| Q4 2020 | 134 | $191,889,000 | +$6,070,644 | -$13,788,671 | -$7,718,027 | IJH, PTON, VTI, BSV, RSPS | 13F-HR | 25 Jan 2021, 08:42 |
| Q3 2020 | 136 | $173,130,000 | +$18,334,656 | -$35,802,072 | -$17,467,416 | IJH, PTON, BSV, VTI, RSPS | 13F-HR | 13 Oct 2020, 09:25 |
| Q2 2020 | 130 | $183,951,000 | +$18,582,614 | -$7,058,787 | +$11,523,827 | IJH, BSV, VTI, SMLV, RSPS | 13F-HR | 13 Jul 2020, 11:45 |
| Q1 2020 | 132 | $145,057,000 | +$20,311,530 | -$22,461,089 | -$2,149,559 | IJH, BSV, VTI, SMLV, RSPS | 13F-HR | 14 Apr 2020, 16:53 |
| Q4 2019 | 141 | $181,304,000 | +$12,525,629 | -$5,041,061 | +$7,484,568 | IJH, BSV, IJR, VTI, FFC | 13F-HR | 16 Jan 2020, 17:12 |
| Q3 2019 | 94 | $164,735,000 | +$3,764,542 | -$4,368,106 | -$603,564 | IJH, BSV, IJR, VTI, FFC | 13F-HR | 10 Oct 2019, 17:44 |
| Q2 2019 | 92 | $163,557,000 | +$4,577,413 | -$3,201,762 | +$1,375,651 | IJH, BSV, IJR, VTI, RSPS | 13F-HR | 11 Jul 2019, 13:49 |
| Q1 2019 | 91 | $158,849,000 | +$9,396,907 | -$18,232,771 | -$8,835,864 | IJH, BSV, IJR, VTI, RSPS | 13F-HR | 15 Apr 2019, 13:25 |
| Q4 2018 | 92 | $151,359,000 | +$23,305,361 | -$6,079,915 | +$17,225,446 | IJH, BSV, VTI, RSPS, FFC | 13F-HR | 11 Jan 2019, 12:37 |
| Q3 2018 | 89 | $151,694,000 | +$18,384,196 | -$2,133,438 | +$16,250,758 | IJH, BSV, IJR, VTI, RSPS | 13F-HR | 15 Oct 2018, 16:46 |
| Q2 2018 | 89 | $130,778,000 | +$26,160,563 | -$10,513,082 | +$15,647,481 | IJH, BSV, VTI, RSPS, FFC | 13F-HR | 16 Jul 2018, 12:00 |
| Q1 2018 | 77 | $113,181,000 | +$9,994,598 | -$27,466,889 | -$17,472,291 | IJH, BSV, XLP, VTI, VNQ | 13F-HR | 17 Apr 2018, 16:44 |
| Q4 2017 | 79 | $135,097,000 | +$8,694,633 | -$2,201,809 | +$6,492,824 | IJH, BSV, VNQ, XLP, BND | Restatement | 19 Jan 2018, 08:41 |
| Q3 2017 | 76 | $124,178,000 | +$3,935,437 | -$7,566,720 | -$3,631,283 | IJH, BSV, VNQ, XLP, BND | 13F-HR | 08 Dec 2017, 15:41 |
| Q2 2017 | 74 | $125,531,000 | +$2,921,854 | -$8,960,633 | -$6,038,779 | IJH, BSV, VNQ, XLP, IVV | 13F-HR | 08 Dec 2017, 15:44 |
| Q1 2017 | 81 | $129,317,000 | +$7,450,245 | -$6,431,410 | +$1,018,835 | IJH, BSV, BND, XLP, VNQ | 13F-HR | 08 Dec 2017, 15:47 |
| Q4 2016 | 86 | $124,742,000 | +$11,363,983 | -$8,298,405 | +$3,065,578 | IJH, BSV, BND, XLP, VNQ | 13F-HR | 08 Dec 2017, 15:45 |
| Q3 2016 | 85 | $123,028,000 | +$7,658,014 | -$3,554,130 | +$4,103,884 | IJH, BSV, XLP, BND, VNQ | 13F-HR | 08 Dec 2017, 15:48 |
| Q2 2016 | 88 | $118,238,000 | +$14,884,629 | -$3,908,615 | +$10,976,014 | IJH, XLP, BSV, BND, VNQ | 13F-HR | 08 Dec 2017, 15:51 |
| Q1 2016 | 90 | $104,390,000 | +$10,123,350 | -$5,576,713 | +$4,546,637 | XLP, IJH, BSV, BND, PFF | 13F-HR | 08 Dec 2017, 15:52 |
| Q4 2015 | 88 | $97,370,000 | +$20,715,728 | -$5,942,833 | +$14,772,895 | XLP, BSV, IJH, BND, EFG | 13F-HR | 11 Dec 2017, 08:52 |
| Q3 2015 | 83 | $79,801,000 | +$11,508,884 | -$6,368,455 | +$5,140,429 | XLP, BSV, IJH, BND, MUH | 13F-HR | 08 Dec 2017, 15:40 |
| Q2 2015 | 89 | $78,472,000 | +$17,799,653 | -$3,173,095 | +$14,626,558 | XLP, BSV, VNQ, XLV, IJH | 13F-HR | 08 Dec 2017, 16:00 |
| Q1 2015 | 86 | $65,772,000 | +$10,621,540 | -$1,784,216 | +$8,837,324 | XLP, XLV, VNQ, EPD, MUH | 13F-HR | 08 Dec 2017, 15:57 |
| Q4 2014 | 73 | $56,935,000 | $0 | $0 | $0 | XLP, XLV, EPD, MUH, VNQ | 13F-HR | 08 Dec 2017, 15:46 |