0001085146-24-000410.txt : 20240123 0001085146-24-000410.hdr.sgml : 20240123 20240123141021 ACCESSION NUMBER: 0001085146-24-000410 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240123 DATE AS OF CHANGE: 20240123 EFFECTIVENESS DATE: 20240123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AFS Financial Group, LLC CENTRAL INDEX KEY: 0001879345 ORGANIZATION NAME: IRS NUMBER: 271254218 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21362 FILM NUMBER: 24551990 BUSINESS ADDRESS: STREET 1: 7700 OLD GEORGETOWN RD. STREET 2: SUITE 630 CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 301-951-2642 MAIL ADDRESS: STREET 1: 7700 OLD GEORGETOWN RD. STREET 2: SUITE 630 CITY: BETHESDA STATE: MD ZIP: 20814 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001879345 XXXXXXXX 12-31-2023 12-31-2023 false AFS Financial Group, LLC

7700 OLD GEORGETOWN RD. SUITE 630 BETHESDA MD 20814

13F HOLDINGS REPORT 028-21362 N Alp Atabek 301-961-8400 /s/Alp Atabek Bethesda MD 01-23-2024 0 55 106512995 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 650373 4412 SH SOLE 4412 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 906321 6431 SH SOLE 6431 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 364504 2399 SH SOLE 2399 0 0 APPLE INC COM 037833100 BBG001S5N8V8 10578503 54945 SH SOLE 54945 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 316199 1951 SH SOLE 1951 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1114647 33105 SH SOLE 33105 0 0 CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 14020V108 BBG015D25YS8 1300696 45961 SH SOLE 45961 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 508039 3406 SH SOLE 3406 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 273515 5414 SH SOLE 5414 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 421232 7148 SH SOLE 7148 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 1022173 11321 SH SOLE 11321 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 514505 5146 SH SOLE 5146 0 0 FIDELITY COVINGTON TRUST ENHANCED INTL 31609A404 BBG01K4JLZG0 306423 11563 SH SOLE 11563 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 BBG0078X1341 19107253 415014 SH SOLE 415014 0 0 GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 201676 1588 SH SOLE 1588 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 631505 1637 SH SOLE 1637 0 0 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 6282274 124205 SH SOLE 124205 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 300091 4346 SH SOLE 4346 0 0 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 208068 3866 SH SOLE 3866 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 8322230 128172 SH SOLE 128172 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 10159325 21270 SH SOLE 21270 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 BBG001T3YV58 220685 4149 SH SOLE 4149 0 0 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 1574438 14523 SH SOLE 14523 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 293154 1774 SH SOLE 1774 0 0 JD.COM INC SPON ADR CL A 47215P106 BBG005YHY0R6 244684 8470 SH SOLE 8470 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1070460 6830 SH SOLE 6830 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 2641948 15532 SH SOLE 15532 0 0 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 263899 570 SH SOLE 570 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 749534 6875 SH SOLE 6875 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 3103571 8253 SH SOLE 8253 0 0 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 376059 5192 SH SOLE 5192 0 0 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 635706 6817 SH SOLE 6817 0 0 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 647944 10668 SH SOLE 10668 0 0 PEPSICO INC COM 713448108 BBG001S695T1 393803 2319 SH SOLE 2319 0 0 PFIZER INC COM 717081103 BBG001S5V466 613812 21320 SH SOLE 21320 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 553676 3778 SH SOLE 3778 0 0 SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 687751 4822 SH SOLE 4822 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1116266 2349 SH SOLE 2349 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 2189847 39174 SH SOLE 39174 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 230377 3541 SH SOLE 3541 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 470146 4897 SH SOLE 4897 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 303146 1220 SH SOLE 1220 0 0 UNDER ARMOUR INC CL A 904311107 BBG001SJLLQ7 112653 12816 SH SOLE 12816 0 0 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 440928 2804 SH SOLE 2804 0 0 UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 345561 8451 SH SOLE 8451 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 322792 2226 SH SOLE 2226 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1779380 4074 SH SOLE 4074 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 12188552 81529 SH SOLE 81529 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 753198 18326 SH SOLE 18326 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 514890 10086 SH SOLE 10086 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 610046 3580 SH SOLE 3580 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 641903 5750 SH SOLE 5750 0 0 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 5461173 82135 SH SOLE 82135 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 926780 3571 SH SOLE 3571 0 0 WALMART INC COM 931142103 BBG001S5XH92 544681 3455 SH SOLE 3455 0 0