0001085146-24-002186.txt : 20240503 0001085146-24-002186.hdr.sgml : 20240503 20240502211930 ACCESSION NUMBER: 0001085146-24-002186 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240503 DATE AS OF CHANGE: 20240502 EFFECTIVENESS DATE: 20240503 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: 24910509 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 03-31-2024 03-31-2024 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 05-02-2024 0 18 23750321 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 BBG001S5N8V8 2340059 13646 SH SOLE 13646 0 0 CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 14020V108 BBG015D25YS8 3890887 124868 SH SOLE 124868 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 658909 5385 SH SOLE 5385 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 BBG0078X1341 4122802 90991 SH SOLE 90991 0 0 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 1556875 30172 SH SOLE 30172 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 2253563 33209 SH SOLE 33209 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 BBG001T3YV58 214385 3851 SH SOLE 3851 0 0 ISHARES TR TRS FLT RT BD 46434V860 BBG005YTNMS3 973197 19199 SH SOLE 19199 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 472840 2361 SH SOLE 2361 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 374862 891 SH SOLE 891 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 207659 397 SH SOLE 397 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 388685 6317 SH SOLE 6317 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 259024 3541 SH SOLE 3541 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 3348677 20562 SH SOLE 20562 0 0 VANGUARD MALVERN FDS CORE BD ETF 922020748 BBG01KH0XWG1 807039 10550 SH SOLE 10550 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 394529 2160 SH SOLE 2160 0 0 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 1175930 17092 SH SOLE 17092 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 310399 1083 SH SOLE 1083 0 0