Us Financial Advisors

Us Financial Advisors as of June 30, 2023

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 70 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 12.3 $29M 119k 243.74
Ishares Tr Core S&p500 Etf (IVV) 10.1 $24M 53k 445.71
Spdr Ser Tr Portfli Intrmdit (SPTI) 5.9 $14M 489k 28.29
Ishares Tr Msci Eafe Etf (EFA) 5.5 $13M 178k 72.50
Vanguard Index Fds Small Cp Etf (VB) 4.7 $11M 56k 198.89
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.5 $11M 133k 79.79
Vanguard Index Fds Mid Cap Etf (VO) 4.2 $9.8M 45k 220.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $9.3M 21k 443.28
Ishares Tr Msci Usa Value (VLUE) 3.5 $8.2M 88k 93.79
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.4 $7.9M 168k 47.10
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.1 $7.3M 90k 81.08
Ishares Tr Rus 1000 Grw Etf (IWF) 3.1 $7.3M 26k 275.18
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.1 $7.2M 95k 75.66
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.8 $6.6M 72k 91.82
Ishares Tr Msci Emg Mkt Etf (EEM) 2.6 $6.1M 155k 39.56
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.3 $5.5M 70k 79.03
Thermo Fisher Scientific (TMO) 2.0 $4.7M 9.0k 521.75
Ishares Tr Usd Inv Grde Etf (USIG) 1.7 $4.0M 81k 50.09
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.5 $3.5M 70k 50.82
Ishares Tr Mbs Etf (MBB) 1.5 $3.5M 37k 93.26
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.4 $3.3M 17k 201.56
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.4 $3.3M 119k 27.77
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $3.0M 65k 46.18
Apple (AAPL) 1.2 $2.8M 14k 193.97
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.0 $2.5M 51k 48.88
Microsoft Corporation (MSFT) 0.9 $2.2M 6.4k 340.54
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $2.1M 43k 47.42
Ishares Tr Faln Angls Usd (FALN) 0.8 $1.9M 74k 25.37
Ishares Core Msci Emkt (IEMG) 0.7 $1.6M 33k 49.29
Ishares Tr Esg Scrnd S&p500 (XVV) 0.5 $1.1M 34k 33.82
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $1.1M 14k 78.35
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.5 $1.1M 26k 43.05
Sachem Cap (SACH) 0.5 $1.1M 318k 3.49
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $925k 22k 41.87
Global X Fds Conscious Cos (KRMA) 0.4 $923k 30k 31.02
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $913k 11k 86.54
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $737k 20k 36.99
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $704k 5.1k 138.38
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $680k 13k 54.44
Johnson & Johnson (JNJ) 0.3 $602k 3.6k 165.52
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $587k 8.1k 72.69
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.2 $569k 20k 28.96
Royalty Pharma Shs Class A (RPRX) 0.2 $567k 18k 30.74
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $547k 14k 38.84
Raytheon Technologies Corp (RTX) 0.2 $530k 5.4k 97.96
Ishares Esg Awr Msci Em (ESGE) 0.2 $498k 16k 31.63
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $484k 5.0k 97.46
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $484k 3.6k 134.87
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $463k 3.5k 132.73
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $458k 12k 39.03
Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.2 $364k 4.1k 88.04
Exxon Mobil Corporation (XOM) 0.2 $359k 3.3k 107.24
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $351k 19k 18.40
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $350k 4.3k 81.87
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $347k 725.00 478.91
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $324k 4.6k 70.48
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $295k 3.0k 97.84
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $286k 3.0k 94.29
Northrop Grumman Corporation (NOC) 0.1 $272k 596.00 455.80
Bank of America Corporation (BAC) 0.1 $265k 9.2k 28.69
Procter & Gamble Company (PG) 0.1 $252k 1.7k 151.71
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $252k 1.6k 161.19
NVIDIA Corporation (NVDA) 0.1 $245k 580.00 423.02
New England Rlty Assoc Ltd P Depositry Rcpt (NEN) 0.1 $228k 3.1k 72.97
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $218k 3.9k 56.39
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $217k 4.3k 50.32
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $213k 2.0k 106.07
Carrier Global Corporation (CARR) 0.1 $210k 4.2k 49.71
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $205k 7.0k 29.44
Alphabet Cap Stk Cl A (GOOGL) 0.1 $200k 1.7k 119.70