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Bright Financial Advisors

Latest statistics and disclosures from Bright Financial Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002022456

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Positions held by Bright Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Bright Financial Advisors

Bright Financial Advisors holds 48 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	22.6	$30M	317k	95.44	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	15.0	$20M	150k	133.34	View chart
Spdr Gold Tr Gold Shs (GLD)	9.6	$13M	60k	214.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	8.0	$11M	23k	459.51	View chart
Ssga Active Etf Tr Globl Allo Etf (GAL)	5.2	$7.0M	165k	42.11	View chart
SYSCO Corporation (SYY)	4.2	$5.7M	17k	332.18	View chart
Ishares Tr Tips Bd Etf (TIP)	3.9	$5.2M	90k	57.66	View chart
Essex Property Trust (ESS)	2.8	$3.8M	12k	315.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$3.1M	12k	250.51	View chart
Apple (AAPL)	2.1	$2.8M	17k	172.00	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.0	$2.7M	59k	46.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$2.7M	6.3k	427.12	View chart
Ishares Tr Blackrock Ultra (ICSH)	2.0	$2.6M	15k	177.60	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.8	$2.4M	4.00	605210.00	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	1.7	$2.3M	45k	50.62	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$2.1M	21k	98.08	View chart
Vanguard World Inf Tech Etf (VGT)	1.5	$2.0M	5.7k	354.49	View chart
NVIDIA Corporation (NVDA)	1.4	$1.9M	2.2k	848.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$1.7M	3.4k	505.54	View chart
Amazon (AMZN)	0.9	$1.1M	6.3k	182.95	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.8	$1.1M	13k	84.34	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.7	$946k	29k	33.09	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$833k	19k	43.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$690k	8.9k	77.68	View chart
Vanguard World Health Car Etf (VHT)	0.5	$611k	2.4k	258.43	View chart
Exxon Mobil Corporation (XOM)	0.4	$556k	4.8k	116.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$530k	11k	49.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$487k	1.2k	401.02	View chart
First Ban (FNLC)	0.3	$402k	9.8k	41.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$373k	6.9k	54.28	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$350k	3.3k	106.20	View chart
Microsoft Corporation (MSFT)	0.3	$337k	847.00	397.74	View chart
Procter & Gamble Company (PG)	0.2	$330k	2.0k	163.62	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$320k	5.3k	59.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$319k	686.00	464.64	View chart
Wal-Mart Stores (WMT)	0.2	$312k	5.3k	59.20	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$302k	8.3k	36.57	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.2	$292k	2.1k	137.99	View chart
International Business Machines (IBM)	0.2	$256k	1.5k	165.60	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$252k	1.4k	175.69	View chart
Shopify Cl A (SHOP)	0.2	$252k	3.5k	71.31	View chart
Caterpillar (CAT)	0.2	$232k	692.00	335.42	View chart
Tesla Motors (TSLA)	0.2	$225k	1.2k	184.34	View chart
Target Corporation (TGT)	0.2	$219k	1.4k	158.77	View chart
Ishares Tr Global Energ Etf (IXC)	0.2	$214k	5.0k	42.79	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$211k	2.7k	77.93	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$13k	13k	1.02	View chart
Lgi Homes (LGIH)	0.0	$0	105k	0.00	View chart

Past Filings by Bright Financial Advisors

SEC 13F filings are viewable for Bright Financial Advisors going back to 2024

Bright Financial Advisors 2024 Q1 filed May 9, 2024

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