Affiance Financial, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Investing in the stock market requires careful analysis of various factors, including the holdings of investment funds. One such analysis is the quarterly comparison of 13F holdings, which provides valuable insights into changes in the portfolios of fund managers. In this article, we will delve into the Q3 2023 and Q4 2023 13F holdings of Affiance Financial, LLC, and examine the significant changes in their holdings.

VANGUARD INDEX FDS - VOO

Vanguard Index Funds, one of the top mutual fund providers, saw a substantial increase in their holdings from Q3 to Q4 2023. The number of shares held in VOO jumped from 19,029 to an impressive 149,308, representing a staggering 672.7% change. The value of these shares also increased from $7,472,000 to $65,217,000.

ISHARES TR - AGG

Another notable change in holdings was observed in Ishares TR's AGG. The number of shares surged from 26,499 to a significant 488,985, indicating a remarkable 1847.5% increase. The value also rose from $2,491,000 to $48,531,000.

VANGUARD INDEX FDS - VTI

Vanguard Index Funds continued to make waves with their VTI holdings. The number of shares held in VTI soared from 94,547 to 123,476, marking a considerable 45.9% growth. The value appreciated from $20,082,000 to $29,291,000.

VANGUARD TAX-MANAGED FDS - VEA

Vanguard Tax-Managed Funds showed a significant change in their holdings of VEA. While no shares were held in Q3 2023, the number of shares surged to 428,454 in Q4 2023. The updated value reached $20,522,000.

ISHARES TR - IJH

Ishares TR experienced a minor decline in their holdings of IJH from Q3 to Q4 2023. The number of shares decreased from 62,845 to 53,487, representing a 5.4% decline. The value also saw a slight dip from $15,670,000 to $14,823,000.

ISHARES TR - IEFA

On the other hand, Ishares TR's IEFA holdings witnessed a substantial increase. The number of shares skyrocketed from 37,486 to 154,493, indicating an impressive 350.6% growth. The value surged from $2,412,000 to $10,868,000.

VANGUARD INDEX FDS - VXF

VXF, managed by Vanguard Index Funds, showed a noteworthy change in holdings. While no shares were held in Q3 2023, the number of shares surged to 59,244 in Q4 2023, with a value of $9,740,000.

These examples demonstrate the diverse changes in holdings observed in the Affiance Financial, LLC Q3 vs. Q4 2023 13F comparison. Fund managers are continuously adjusting their portfolios to maximize returns and minimize risks based on market conditions, emerging trends, and other factors. Analyzing these changes can help investors and analysts gain insights into the strategies and investment decisions of these funds.

It's important to note that the data provided represents a fraction of the holdings analyzed in the complete 13F, and individual investors should conduct thorough research and seek professional advice before making any investment decisions.

In conclusion, the Q3 vs. Q4 2023 13F holdings of Affiance Financial, LLC showcased significant changes in various funds, such as Vanguard Index Funds and Ishares TR. These changes reflect the dynamic nature of the stock market and the constant adjustments made by fund managers. Stay tuned for the next 13F filing to gain more insights into the ever-evolving world of investment holdings.