Us Financial Advisors

Us Financial Advisors as of Sept. 30, 2021

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 69 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 13.9 $28M 116k 241.71
Ishares Tr Core S&p500 Etf (IVV) 10.9 $22M 51k 430.81
Ishares Tr Msci Eafe Etf (EFA) 7.8 $16M 203k 78.01
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 5.2 $10M 143k 73.25
Vanguard Index Fds Small Cp Etf (VB) 4.8 $9.8M 45k 218.67
Ishares Tr 3 7 Yr Treas Bd (IEI) 4.8 $9.7M 75k 130.17
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.5 $9.1M 96k 94.41
Ishares Tr 1 3 Yr Treas Bd (SHY) 4.3 $8.8M 102k 86.15
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.2 $8.4M 102k 82.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.1 $8.3M 19k 429.12
Vanguard Index Fds Mid Cap Etf (VO) 4.0 $8.1M 34k 236.76
Ishares Tr Msci Emg Mkt Etf (EEM) 3.6 $7.4M 146k 50.38
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.7 $5.4M 106k 50.84
Thermo Fisher Scientific (TMO) 2.6 $5.2M 9.0k 571.30
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.4 $4.8M 145k 33.05
Ishares Tr Mbs Etf (MBB) 2.0 $4.1M 38k 108.13
First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.8 $3.7M 78k 47.47
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.6 $3.2M 57k 56.96
Ishares Tr Msci Usa Value (VLUE) 1.3 $2.6M 26k 100.68
Spdr Ser Tr S&p Kensho New (KOMP) 1.3 $2.6M 43k 60.90
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $2.3M 8.4k 274.09
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $1.7M 32k 52.57
Microsoft Corporation (MSFT) 0.8 $1.6M 5.5k 281.95
Apple (AAPL) 0.8 $1.5M 11k 141.47
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.1M 9.4k 114.86
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $918k 18k 50.49
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $887k 12k 73.90
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $858k 19k 46.03
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $854k 7.8k 110.05
Exxon Mobil Corporation (XOM) 0.3 $675k 12k 58.85
Blackstone Group Inc Com Cl A (BX) 0.3 $603k 5.2k 116.25
Johnson & Johnson (JNJ) 0.3 $588k 3.6k 161.41
Bank of America Corporation (BAC) 0.3 $560k 13k 42.43
Raytheon Technologies Corp (RTX) 0.2 $465k 5.4k 85.97
Boeing Company (BA) 0.2 $464k 2.1k 220.01
JPMorgan Chase & Co. (JPM) 0.2 $415k 2.5k 163.84
Devon Energy Corporation (DVN) 0.2 $406k 11k 35.49
Ishares Core Msci Emkt (IEMG) 0.2 $383k 6.2k 61.79
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $357k 6.7k 53.02
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $353k 880.00 401.14
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $349k 725.00 481.38
Wells Fargo & Company (WFC) 0.2 $346k 7.5k 46.37
Spdr Ser Tr S&p 600 Sml Cap 0.2 $343k 3.6k 94.75
General Motors Company (GM) 0.2 $334k 6.3k 52.73
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $324k 7.6k 42.54
MGM Resorts International. (MGM) 0.2 $323k 7.5k 43.10
Park Hotels & Resorts Inc-wi (PK) 0.2 $314k 16k 19.11
Brinker International (EAT) 0.2 $307k 6.3k 49.12
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $304k 9.7k 31.28
Steel Dynamics (STLD) 0.1 $296k 5.1k 58.38
Royal Caribbean Cruises (RCL) 0.1 $291k 3.3k 88.91
Delta Air Lines Inc Del Com New (DAL) 0.1 $284k 6.7k 42.60
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $256k 4.5k 56.30
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $249k 2.8k 88.49
Intel Corporation (INTC) 0.1 $244k 4.6k 53.31
Chevron Corporation (CVX) 0.1 $237k 2.3k 101.41
Pvh Corporation (PVH) 0.1 $234k 2.3k 102.77
Northrop Grumman Corporation (NOC) 0.1 $230k 638.00 360.50
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $226k 805.00 280.75
Spdr Ser Tr Spdr Bloomberg (BIL) 0.1 $220k 2.4k 91.67
Carrier Global Corporation (CARR) 0.1 $219k 4.2k 51.80
Comcast Corp Cl A (CMCSA) 0.1 $217k 3.9k 55.99
Starwood Property Trust (STWD) 0.1 $217k 8.9k 24.43
Cheesecake Factory Incorporated (CAKE) 0.1 $214k 4.6k 46.98
Procter & Gamble Company (PG) 0.1 $212k 1.5k 139.75
Constellation Brands Cl A (STZ) 0.1 $211k 1.0k 211.00
New England Rlty Assoc Ltd P Depositry Rcpt (NEN) 0.1 $210k 3.4k 61.10
Vanguard Index Fds Growth Etf (VUG) 0.1 $207k 712.00 290.73
General Electric Com New (GE) 0.1 $204k 2.0k 102.82