Us Financial Advisors

Us Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 69 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 12.4 $25M 118k 210.52
Ishares Tr Core S&p500 Etf (IVV) 9.8 $19M 51k 384.21
Spdr Ser Tr Portfli Intrmdit (SPTI) 6.6 $13M 465k 28.24
Ishares Tr Msci Eafe Etf (EFA) 5.5 $11M 168k 65.64
Vanguard Index Fds Small Cp Etf (VB) 4.9 $9.8M 53k 183.54
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.4 $8.8M 136k 64.91
Vanguard Index Fds Mid Cap Etf (VO) 4.2 $8.4M 41k 203.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $7.8M 20k 382.42
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.5 $7.1M 87k 81.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.4 $6.8M 91k 75.19
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.4 $6.7M 153k 43.92
Ishares Tr Rus 1000 Grw Etf (IWF) 3.2 $6.4M 30k 214.24
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $5.0M 64k 77.51
Thermo Fisher Scientific (TMO) 2.5 $4.9M 9.0k 550.69
Ishares Tr Msci Emg Mkt Etf (EEM) 2.4 $4.8M 127k 37.90
Ishares Tr Usd Inv Grde Etf (USIG) 1.8 $3.7M 75k 49.11
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.7 $3.4M 68k 50.33
Ishares Tr Mbs Etf (MBB) 1.6 $3.3M 35k 92.75
Ishares Tr Msci Usa Value (VLUE) 1.6 $3.1M 34k 91.14
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.4 $2.9M 107k 27.02
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.4 $2.7M 49k 55.12
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.3 $2.6M 15k 174.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $2.6M 62k 41.97
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.2 $2.3M 49k 47.43
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $2.0M 43k 46.71
Apple (AAPL) 0.9 $1.8M 14k 129.93
Ishares Tr Faln Angls Usd (FALN) 0.9 $1.7M 71k 24.61
Microsoft Corporation (MSFT) 0.8 $1.7M 7.0k 239.82
Ishares Core Msci Emkt (IEMG) 0.8 $1.5M 32k 46.70
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.5 $995k 27k 36.66
Ishares Tr Esg Scrnd S&p500 (XVV) 0.5 $988k 35k 28.43
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $981k 15k 65.86
Royalty Pharma Shs Class A (RPRX) 0.5 $899k 23k 39.52
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $866k 21k 40.90
Global X Fds Conscious Cos (KRMA) 0.4 $809k 29k 27.69
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $798k 32k 25.13
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $788k 9.3k 84.59
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $646k 19k 34.18
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $646k 4.8k 135.25
Johnson & Johnson (JNJ) 0.3 $612k 3.5k 176.65
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $565k 7.9k 71.84
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $548k 12k 47.29
Raytheon Technologies Corp (RTX) 0.3 $546k 5.4k 100.92
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.3 $526k 20k 25.80
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $462k 4.1k 113.96
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $462k 5.5k 84.75
Ishares Esg Awr Msci Em (ESGE) 0.2 $453k 15k 30.07
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $441k 3.2k 135.85
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $403k 11k 35.20
Sachem Cap (SACH) 0.2 $395k 120k 3.30
Exxon Mobil Corporation (XOM) 0.2 $355k 3.2k 110.30
Northrop Grumman Corporation (NOC) 0.2 $348k 638.00 545.61
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $341k 17k 19.85
Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.2 $337k 4.3k 78.79
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.2 $323k 4.6k 69.96
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $321k 725.00 442.79
Bank of America Corporation (BAC) 0.2 $306k 9.2k 33.12
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $297k 5.1k 58.50
Spdr Ser Tr S&p 600 Sml Cap 0.1 $295k 3.6k 82.21
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $277k 3.1k 90.00
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $262k 3.1k 84.80
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $240k 750.00 319.41
Procter & Gamble Company (PG) 0.1 $227k 1.5k 151.59
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $227k 1.6k 145.07
New England Rlty Assoc Ltd P Depositry Rcpt (NEN) 0.1 $222k 3.1k 71.00
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $222k 2.4k 91.48
Pfizer (PFE) 0.1 $209k 4.1k 51.24
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $206k 4.0k 51.54
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $204k 7.0k 29.38