0001907820-22-000001.txt : 20220211 0001907820-22-000001.hdr.sgml : 20220211 20220211170104 ACCESSION NUMBER: 0001907820-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CENTRAL INDEX KEY: 0001907820 IRS NUMBER: 851495676 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21857 FILM NUMBER: 22622394 BUSINESS ADDRESS: STREET 1: 2 ESSINGTON DRIVE CITY: HINGHAM STATE: MA ZIP: 02043 BUSINESS PHONE: (781) 741-2540 MAIL ADDRESS: STREET 1: 2 ESSINGTON DRIVE CITY: HINGHAM STATE: MA ZIP: 02043 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001907820 XXXXXXXX 12-31-2021 12-31-2021 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
2 ESSINGTON DRIVE HINGHAM MA 02043
13F HOLDINGS REPORT 028-21857 N
BRIAN M. KENNEY CHIEF COMPLIANCE OFFICER 7817412540 BRIAN M. KENNEY HINGHAM MA 02-11-2022 0 78 142387 false
INFORMATION TABLE 2 AFG13F_Q42021.xml INVESCO EXCH TRADED FD TR II S&P SMLCP ENGY S&P SMLCP ENGY 46138E164 75 10748 SH SOLE 0 0 10748 SPDR S&P MIDCAP 400 ETF UTSER1 S&PDCRP 78467Y107 208 401 SH SOLE 0 0 401 GILDAN ACTIVEWEAR INC COM ISIN #CA3759161035 SEDOL #2254645 COM 375916103 212 5000 SH SOLE 0 0 5000 J P MORGAN EXCHANGE-TRADED FD ULTRA SHRT INC ULTRA SHRT INC 46641Q837 215 4258 SH SOLE 0 0 4258 VANGUARD BD INDEX FDS LONG TERM BOND LONG TERM BOND 921937793 221 2150 SH SOLE 0 0 2150 CHEVRON CORP NEW COM COM 166764100 222 1894 SH SOLE 0 0 1894 SPDR SER TR S&P REGL BKG S&P REGL BKG 78464A698 223 3153 SH SOLE 0 0 3153 AFFIRM HLDGS INC COM CL A COM CL A 00827B106 226 2250 SH SOLE 0 0 2250 ISHARES TR RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 232 759 SH SOLE 0 0 759 ISHARES RUSSELL MID-CAP VALUE ETF RUS MDCP VAL ETF 464287473 239 1955 SH SOLE 0 0 1955 VERIZON COMMUNICATIONS INC COM 92343V104 247 4760 SH SOLE 0 0 4760 NICE LTD ADR-EACH CNV INTO 1 ORD ILS1 SPONSORED ADR 653656108 255 840 SH SOLE 0 0 840 ISHARES S&P 500 CORE S&P500 ETF 464287200 257 538 SH SOLE 0 0 538 ISHARES TIPS BOND ETF TIPS BD ETF 464287176 258 2000 SH SOLE 0 0 2000 JPMORGAN CHASE & CO COM 46625H100 261 1647 SH SOLE 0 0 1647 FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF NASDAQ CYB ETF 33734X846 265 5024 SH SOLE 0 0 5024 BLOCK INC CL A CL A 852234103 269 1663 SH SOLE 0 0 1663 KRANESHARES TR CSI CHINA INTERNET ETF CSI CHI INTERNET 500767306 283 7750 SH SOLE 0 0 7750 PROSHARES TR S&P MDCP 400 DIV S&P MDCP 400 DIV 74347B680 317 4301 SH SOLE 0 0 4301 PROSPECT CAP CORP BOND CALL Note 74348TAT9 323 295000 SH SOLE 0 0 295000 SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF PORTFOLIO SHORT 78464A474 324 10473 SH SOLE 0 0 10473 ISHARES TR PFD AND INCM SEC PFD AND INCM SEC 464288687 334 8483 SH SOLE 0 0 8483 PROLOGIS INC. COM COM 74340W103 337 2000 SH SOLE 0 0 2000 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 351 3027 SH SOLE 0 0 3027 ISHARES TR RUS MID CAP ETF RUS MID CAP ETF 464287499 360 4336 SH SOLE 0 0 4336 MICROSOFT CORP COM 594918104 385 1144 SH SOLE 0 0 1144 INMODE LTD COM ILS0.01 SHS M5425M103 389 5513 SH SOLE 0 0 5513 VANECK ETF TR FALLEN ANGEL HIGH YLD BD EFT FALLEN ANGEL HG 92189F437 424 12870 SH SOLE 0 0 12870 INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM S&P MDCP MOMNTUM 46137V464 426 4679 SH SOLE 0 0 4679 ISHARES TR ISHARES SEMICDTR ishares semicdtr 464287523 434 800 SH SOLE 0 0 800 ISHARES NATIONAL MUNI BOND ETF NATIONAL MUN ETF 464288414 453 3899 SH SOLE 0 0 3899 ISHARES TR MRGSTR MD CP GRW MRGSTR MD CP GRW 464288307 494 6750 SH SOLE 0 0 6750 SELECT SECTOR SPDR TR ENERGY Energy 81369Y506 494 8894 SH SOLE 0 0 8894 EXXON MOBIL CORP COM 30231G102 517 8449 SH SOLE 0 0 8449 ARK ETF TR INNOVATION ETF INNOVATION ETF 00214Q104 552 5835 SH SOLE 0 0 5835 ROBLOX CORP CL A CL A 771049103 567 5500 SH SOLE 0 0 5500 GRID DYNAMICS HLDGS INC CL A CL A 39813G109 570 15000 SH SOLE 0 0 15000 UTILITIES SELECT SECTOR SPDR FUND SBI INT-UTILS 81369Y886 590 8249 SH SOLE 0 0 8249 SPDR BLOOMBERG HIGH YIELD BOND ETF BLOOMBERG HIGH Y 78468R622 591 5448 SH SOLE 0 0 5448 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 607 2729 SH SOLE 0 0 2729 FLYWIRE CORPORATION COM VTG COM VTG 302492103 673 17675 SH SOLE 0 0 17675 VANGUARD BD INDEX FDS SHORT TRM BOND SHORT TRM BOND 921937827 683 8447 SH SOLE 0 0 8447 NVIDIA CORPORATION COM COM 67066G104 689 2341 SH SOLE 0 0 2341 CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND SBI CONS DISCR 81369Y407 743 3635 SH SOLE 0 0 3635 SPDR SER TR S&P DIVID ETF S&P DIVID ETF 78464A763 787 6093 SH SOLE 0 0 6093 ENPHASE ENERGY INC COM USD0.00001 COM 29355A107 834 4559 SH SOLE 0 0 4559 LUCID GROUP INC COM COM 549498103 856 22500 SH SOLE 0 0 22500 VANGUARD IDX FUND TOTAL STK MKT 922908769 875 3625 SH SOLE 0 0 3625 MATERIALS SELECT SECTOR SPDR SBI MATERIALS 81369Y100 895 9875 SH SOLE 0 0 9875 ISHARES TRUST MSCI EMG MKTS ETF USD DIS MSCI EMG MKT ETF 464287234 911 18658 SH SOLE 0 0 18658 COINBASE GLOBAL INC COM CL A COM CL A 19260Q107 1009 4000 SH SOLE 0 0 4000 SPDR SER TR S&P BIOTECH S&P BIOTECH 78464A870 1056 9436 SH SOLE 0 0 9436 ISHARES INC MSCI PAC JP ETF MSCI PAC JP ETF 464286665 1081 22629 SH SOLE 0 0 22629 VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF FTSE EUROPE ETF 922042874 1199 17572 SH SOLE 0 0 17572 CLOUDFLARE INC CL A COM CL A COM 18915M107 1246 9476 SH SOLE 0 0 9476 INDUSTRIAL SELECT SECTOR SPDR FUND SBI INT-INDS 81369Y704 1353 12783 SH SOLE 0 0 12783 CONSUMER STAPLES SELECT SECTOR SPDR EQUITY 81369Y308 1406 18235 SH SOLE 0 0 18235 EXCHANGE TRADED CONCEPTS TRUST EMQQ EMG MKTS INTERNET &ECOMMERCE ETF EMQQ EM INTERN 301505889 1527 35598 SH SOLE 0 0 35598 VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF INT-TERM CORP 92206C870 1566 16878 SH SOLE 0 0 16878 SELECT SECTOR SPDR TR FINANCIAL FINANCIAL 81369Y605 1668 42711 SH SOLE 0 0 42711 APPLE INC Com 037833100 1674 9426 SH SOLE 0 0 9426 WISDOMTREE TR EM EX ST-OWNED EM EX ST-OWNED 97717X578 1789 48539 SH SOLE 0 0 48539 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF FTSE DEV MKT ETF 921943858 1856 36343 SH SOLE 0 0 36343 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF BLOOMBERG CONV 78464A359 1930 23260 SH SOLE 0 0 23260 ADVANCED MICRO DEVICES INC COM 007903107 2143 14891 SH SOLE 0 0 14891 VANGUARD WHITEHALL FDS EMERG MKT BD ETF EMERG MKT BD ETF 921946885 2143 27592 SH SOLE 0 0 27592 ISHARES TR IBOXX HI YD ETF IBOXX HI YD ETF 464288513 2972 34154 SH SOLE 0 0 34154 PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD ENHAN SHRT MA AC 72201R833 3339 32878 SH SOLE 0 0 32878 VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 3520 71161 SH SOLE 0 0 71161 AMAZON.COM INC COM 023135106 3824 1147 SH SOLE 0 0 1147 ISHARES CORE US AGGREGATE BOND ETF CORE US AGGBD ET 464287226 4237 37140 SH SOLE 0 0 37140 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 4538 39633 SH SOLE 0 0 39633 INVESCO QQQ TR UNIT SER 1 UNIT SER 1 46090E103 4807 12083 SH SOLE 0 0 12083 SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS TECHNOLOGY 81369Y803 4842 27850 SH SOLE 0 0 27850 SPDR BLOOMBERG 1-10 YEAR TIPS ETF BLOOMBERG 1 10 Y 78468R861 6991 331025 SH SOLE 0 0 331025 VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS INT-TERM CORP 92206C409 10709 131792 SH SOLE 0 0 131792 ISHARES S&P MIDCAP 400 INDEX FUND CORE S&P MCP ETF 464287507 11288 39877 SH SOLE 0 0 39877 SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT TR UNIT 78462F103 34721 73103 SH SOLE 0 0 73103