First Affirmative Financial Network

data from 30/09/2025

Capitalization

$ 212.547 M 9.26 %

Average holding period

9 ans

Performance

$ 39.563 M 29.73 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in First Affirmative Financial Network

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SHE SPDR SERIES TRUST 5.59% 11.881 M $ 93214 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPTS SPDR SERIES TRUST 4.24% 9.003 M $ 307054 2021/09/30 6.836 K $ 0.10 %
2025/09/30 NVDA NVIDIA CORPORATION 3.86% 8.208 M $ 43992 2021/09/30 1.255 M $ 18.10 %
2025/09/30 AAPL APPLE INC 3.46% 7.348 M $ 28856 2021/09/30 1.384 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 3.18% 6.754 M $ 13041 2021/09/30 263.836 K $ 4.13 %
2025/09/30 VGIT VANGUARD SCOTTSDALE FDS 3.14% 6.676 M $ 111216 2021/09/30 36.622 K $ 0.37 %
2025/09/30 DSI ISHARES TR 2.53% 5.369 M $ 42625 2021/09/30 419.491 K $ 8.43 %
2025/09/30 GOOGL ALPHABET INC 2.05% 4.362 M $ 17944 2021/09/30 1.231 M $ 37.95 %
2025/09/30 JSTC TIDAL TRUST I 2.04% 4.334 M $ 213200 2025/06/30 221.581 K $ 2.73 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.51% 3.205 M $ 11475 2021/09/30 588.192 K $ 23.31 %
2025/09/30 GOOG ALPHABET INC 1.45% 3.074 M $ 12621 2021/09/30 863.189 K $ 37.30 %
2025/09/30 AMZN AMAZON COM INC 1.34% 2.848 M $ 12970 2021/09/30 2.385 K $ 0.08 %
2025/09/30 MA MASTERCARD INCORPORATED 1.32% 2.813 M $ 4946 2022/03/31 32.316 K $ 1.22 %
2025/09/30 CSCO CISCO SYS INC 0.98% 2.090 M $ 30543 2021/09/30 -25.351 K $ -1.38 %
2025/09/30 V VISA INC 0.97% 2.058 M $ 6028 2021/09/30 -77.932 K $ -3.85 %
2025/09/30 AVGO BROADCOM INC 0.94% 1.997 M $ 6054 2023/06/30 328.327 K $ 19.69 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.94% 1.992 M $ 12962 2021/09/30 -67.784 K $ -3.56 %
2025/09/30 SAP SAP SE 0.92% 1.948 M $ 7291 2021/09/30 -252.770 K $ -12.13 %
2025/09/30 NFLX NETFLIX INC 0.82% 1.744 M $ 1455 2023/06/30 -208.071 K $ -10.47 %
2025/09/30 EMNT PIMCO ETF TR 0.78% 1.649 M $ 16683 2021/09/30 2.401 K $ 0.11 %
2025/09/30 META META PLATFORMS INC 0.76% 1.623 M $ 2210 2021/09/30 -8.666 K $ -0.50 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.75% 1.592 M $ 4792 2021/09/30 61.563 K $ 4.13 %
2025/09/30 AMAT APPLIED MATLS INC 0.71% 1.506 M $ 7357 2021/09/30 166.252 K $ 11.84 %
2025/09/30 CHT CHUNGHWA TELECOM CO LTD 0.70% 1.480 M $ 33932 2022/09/30 -97.342 K $ -6.41 %
2025/09/30 ORCL ORACLE CORP 0.68% 1.448 M $ 5149 2023/03/31 354.372 K $ 28.64 %
2025/09/30 NVS NOVARTIS AG 0.66% 1.406 M $ 10962 2021/09/30 73.485 K $ 5.97 %
2025/09/30 TBX PROSHARES TR 0.65% 1.376 M $ 49284 2021/09/30 -12.257 K $ -0.89 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.65% 1.372 M $ 7401 2021/09/30 253.453 K $ 21.39 %
2025/09/30 ASML ASML HOLDING N V 0.62% 1.313 M $ 1356 2021/09/30 219.877 K $ 20.79 %
2025/09/30 LLY ELI LILLY & CO 0.60% 1.277 M $ 1673 2021/12/31 -27.786 K $ -2.12 %
2025/09/30 CHGX EA SERIES TRUST 0.59% 1.245 M $ 45592 2025/06/30 56.053 K $ 4.72 %
2025/09/30 ABBV ABBVIE INC 0.58% 1.229 M $ 5307 2021/09/30 226.615 K $ 24.74 %
2025/09/30 SYK STRYKER CORPORATION 0.56% 1.191 M $ 3223 2021/09/30 -81.566 K $ -6.56 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.54% 1.148 M $ 3913 2021/09/30 -58.705 K $ -4.83 %
2025/09/30 UL UNILEVER PLC 0.51% 1.082 M $ 18249 2021/09/30 -32.664 K $ -3.09 %
2025/09/30 TSLA TESLA INC 0.51% 1.074 M $ 2416 2021/09/30 349.669 K $ 40.00 %
2025/09/30 HD HOME DEPOT INC 0.48% 1.020 M $ 2517 2021/09/30 94.948 K $ 10.52 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.46% 987.841 K $ 1067 2022/09/30 -52.284 K $ -6.49 %
2025/09/30 TAXF AMERICAN CENTY ETF TR 0.46% 974.082 K $ 19392 2021/09/30 18.075 K $ 2.66 %
2025/09/30 AZN ASTRAZENECA PLC 0.46% 973.197 K $ 12685 2022/06/30 78.687 K $ 9.79 %
2025/09/30 LIN LINDE PLC 0.44% 934.791 K $ 1968 2023/03/31 11.220 K $ 1.24 %
2025/09/30 DHR DANAHER CORPORATION 0.44% 925.660 K $ 4669 2021/09/30 2.993 K $ 0.36 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.42% 891.549 K $ 1838 2021/09/30 156.494 K $ 19.62 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.41% 870.945 K $ 5383 2023/12/31 99.171 K $ 14.02 %
2025/09/30 SUB ISHARES TR 0.40% 846.276 K $ 7925 2021/09/30 3.468 K $ 0.41 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.40% 840.736 K $ 2980 2022/06/30 -38.314 K $ -4.28 %
2025/09/30 CRM SALESFORCE INC 0.39% 831.227 K $ 3507 2023/09/30 -104.750 K $ -13.09 %
2025/09/30 INTU INTUIT 0.39% 828.831 K $ 1214 2021/09/30 -108.385 K $ -13.30 %
2025/09/30 TEF TELEFONICA S A 0.39% 822.097 K $ 161830 2022/12/31 -24.165 K $ -2.87 %
2025/09/30 NOW SERVICENOW INC 0.39% 820.995 K $ 892 2023/06/30 -94.540 K $ -10.48 %
2025/09/30 LRCX LAM RESEARCH CORP 0.38% 815.049 K $ 6087 2024/12/31 236.177 K $ 37.56 %
2025/09/30 KO COCA COLA CO 0.37% 791.201 K $ 11930 2023/12/31 -46.492 K $ -6.26 %
2025/09/30 TM TOYOTA MOTOR CORP 0.37% 779.387 K $ 4079 2021/09/30 61.630 K $ 10.93 %
2025/09/30 PVI INVESCO EXCH TRADED FD TR II 0.36% 768.629 K $ 30956 2021/09/30 1.237 K $ 0.16 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.35% 745.685 K $ 3662 2021/09/30 -3.628 K $ -0.50 %
2025/09/30 PUK PRUDENTIAL PLC 0.35% 738.337 K $ 26379 2024/09/30 71.764 K $ 11.87 %
2025/09/30 CGW INVESCO EXCH TRADED FD TR II 0.35% 735.792 K $ 11454 2022/06/30 61.502 K $ 2.78 %
2025/09/30 EQIX EQUINIX INC 0.34% 727.200 K $ 928 2021/09/30 -11.080 K $ -1.54 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.34% 726.936 K $ 2305 2023/06/30 65.586 K $ 8.80 %
2025/09/30 CB CHUBB LIMITED 0.34% 726.782 K $ 2575 2021/09/30 -19.832 K $ -2.58 %
2025/09/30 AWK AMERICAN WTR WKS CO INC NEW 0.34% 719.420 K $ 5169 2021/09/30 435.000 $ 0.06 %
2025/09/30 NEW YORK LIFE INVTS ACTIVE E 0.33% 706.793 K $ 33053 2025/06/30 5.845 K $ 0.28 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.33% 704.292 K $ 2701 2021/09/30 37.382 K $ 5.46 %
2025/09/30 ABT ABBOTT LABS 0.33% 690.771 K $ 5157 2021/09/30 -9.043 K $ -1.52 %
2025/09/30 WAB WABTEC 0.32% 688.650 K $ 3435 2023/09/30 -27.643 K $ -4.24 %
2025/09/30 QCOM QUALCOMM INC 0.32% 687.325 K $ 4132 2023/03/31 27.505 K $ 4.46 %
2025/09/30 MRK MERCK & CO INC 0.32% 683.937 K $ 8149 2021/09/30 38.140 K $ 6.03 %
2025/09/30 SHM SPDR SERIES TRUST 0.32% 671.061 K $ 13917 2021/09/30 5.425 K $ 0.82 %
2025/09/30 O REALTY INCOME CORP 0.32% 671.041 K $ 11039 2021/09/30 30.880 K $ 5.52 %
2025/09/30 CMCSA COMCAST CORP NEW 0.31% 657.935 K $ 20940 2023/03/31 -94.144 K $ -11.96 %
2025/09/30 LOW LOWES COS INC 0.30% 647.647 K $ 2577 2021/09/30 72.834 K $ 13.27 %
2025/09/30 TU TELUS CORPORATION 0.30% 645.418 K $ 40927 2023/06/30 -11.361 K $ -1.81 %
2025/09/30 PEP PEPSICO INC 0.30% 642.939 K $ 4578 2023/09/30 39.975 K $ 6.36 %
2025/09/30 ING ING GROEP N.V. 0.30% 642.225 K $ 24625 2024/09/30 97.566 K $ 19.25 %
2025/09/30 ANET ARISTA NETWORKS INC 0.30% 636.410 K $ 4368 2024/12/31 185.361 K $ 42.42 %
2025/09/30 SPGI S&P GLOBAL INC 0.30% 633.833 K $ 1302 2021/09/30 -58.394 K $ -7.69 %
2025/09/30 ARCC ARES CAPITAL CORP 0.30% 632.452 K $ 30987 2024/09/30 -37.148 K $ -7.06 %
2025/09/30 TEL TE CONNECTIVITY PLC 0.29% 617.530 K $ 2813 2024/09/30 139.458 K $ 30.16 %
2025/09/30 WMT WALMART INC 0.29% 613.579 K $ 5954 2024/09/30 39.283 K $ 5.40 %
2025/09/30 TAK TAKEDA PHARMACEUTICAL CO LTD 0.29% 612.710 K $ 41852 2024/09/30 -29.378 K $ -5.30 %
2025/09/30 CME CME GROUP INC 0.29% 609.634 K $ 2256 2023/06/30 -10.783 K $ -1.97 %
2025/09/30 ADI ANALOG DEVICES INC 0.29% 606.411 K $ 2468 2023/06/30 21.150 K $ 3.23 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.28% 604.493 K $ 1433 2023/06/30 -22.526 K $ -3.53 %
2025/09/30 TMUS T-MOBILE US INC 0.28% 598.367 K $ 2500 2024/03/31 3.113 K $ 0.47 %
2025/09/30 CTAS CINTAS CORP 0.28% 595.481 K $ 2901 2021/09/30 -52.231 K $ -7.90 %
2025/09/30 ADBE ADOBE INC 0.28% 593.464 K $ 1682 2022/12/31 -64.915 K $ -8.82 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.28% 588.837 K $ 3519 2023/12/31 168.127 K $ 35.76 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.28% 586.056 K $ 1668 2023/06/30 75.959 K $ 13.99 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.27% 580.685 K $ 108 2021/09/30 -43.676 K $ -6.75 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.27% 580.029 K $ 1297 2022/12/31 -111.664 K $ -17.70 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.27% 576.780 K $ 4639 2021/09/30 -21.374 K $ -3.55 %
2025/09/30 CP CANADIAN PACIFIC KANSAS CITY 0.27% 573.147 K $ 7694 2023/06/30 -36.198 K $ -6.03 %
2025/09/30 PGR PROGRESSIVE CORP 0.27% 569.809 K $ 2307 2023/12/31 -47.664 K $ -7.46 %
2025/09/30 AMGN AMGEN INC 0.27% 567.512 K $ 2011 2023/09/30 6.066 K $ 1.07 %
2025/09/30 BAC BANK AMERICA CORP 0.27% 567.281 K $ 10996 2022/12/31 48.912 K $ 9.02 %
2025/09/30 CNI CANADIAN NATL RY CO 0.26% 547.068 K $ 5801 2021/09/30 -50.910 K $ -9.36 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 0.26% 545.489 K $ 4961 2021/09/30 20.398 K $ 4.10 %
2025/09/30 TXN TEXAS INSTRS INC 0.26% 543.994 K $ 2961 2022/09/30 -70.332 K $ -11.51 %
2025/09/30 ECL ECOLAB INC 0.25% 536.288 K $ 1958 2021/09/30 9.856 K $ 1.64 %
2025/09/30 KLAC KLA CORP 0.25% 535.079 K $ 496 2024/06/30 91.795 K $ 20.43 %