Highland Financial Advisors

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Highland Financial Advisors

Highland Financial Advisors holds 54 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 12.2 $28M +10% 252k 111.63
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 9.0 $21M +9% 370k 55.90
 View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 8.7 $20M +8% 257k 78.02
 View chart
American Centy Etf Tr Us Eqt Etf (AVUS) 7.9 $18M +2% 223k 81.55
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 7.8 $18M +2% 538k 33.25
 View chart
American Centy Etf Tr Intl Eqt Etf (AVDE) 6.6 $15M +10% 250k 60.43
 View chart
American Centy Etf Tr Avantis Core Fi (AVIG) 6.1 $14M +4% 337k 41.83
 View chart
Goldman Sachs Etf Tr Innovat Eq Etf (GINN) 4.3 $9.9M +74% 189k 52.49
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.9 $9.0M +4% 100k 89.80
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 3.8 $8.7M 29k 303.18
 View chart
Ishares Gold Tr Ishares New (IAU) 3.6 $8.2M -3% 210k 39.03
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.9 $6.6M +672% 66k 100.26
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $6.3M +17% 26k 237.20
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $5.2M +4% 59k 88.36
 View chart
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.2 $5.0M -43% 90k 56.39
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.0 $4.7M 42k 110.66
 View chart
American Centy Etf Tr Avantis Respon U (AVSU) 1.5 $3.5M 62k 56.20
 View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 1.4 $3.2M NEW 106k 30.27
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $2.6M +48% 32k 82.95
 View chart
Ishares U S Etf Tr Blackrock Short (MEAR) 0.9 $2.0M +18% 41k 49.98
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.9M +5% 27k 70.37
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $1.8M +10% 35k 51.05
 View chart
Ishares Tr Msci India Sm Cp (SMIN) 0.7 $1.6M NEW 23k 69.80
 View chart
American Centy Etf Tr Avantis Responsi (AVSD) 0.7 $1.5M +5% 28k 53.89
 View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.5 $1.2M +8% 26k 47.04
 View chart
JPMorgan Chase & Co. (JPM) 0.5 $1.2M +19% 7.0k 170.14
 View chart
Apple (AAPL) 0.5 $1.1M -4% 5.7k 192.50
 View chart
Ark Etf Tr Innovation Etf (ARKK) 0.4 $929k -79% 18k 52.38
 View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $795k -3% 33k 24.10
 View chart
American Centy Etf Tr Avantis Responsi (AVSE) 0.3 $764k +7% 16k 47.93
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $740k +19% 7.5k 99.21
 View chart
Amazon (AMZN) 0.3 $669k -9% 4.4k 151.98
 View chart
Vanguard Index Fds Value Etf (VTV) 0.2 $474k 3.2k 149.53
 View chart
Ishares Core Msci Emkt (IEMG) 0.2 $444k +54% 8.8k 50.57
 View chart
Ishares Tr Esg Scrnd S&p500 (XVV) 0.2 $432k +4% 12k 36.35
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $417k 14k 29.25
 View chart
Ishares Tr Self Drivng Ev (IDRV) 0.2 $405k -11% 11k 35.71
 View chart
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $395k +2% 25k 15.56
 View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $383k -3% 4.6k 83.32
 View chart
Microsoft Corporation (MSFT) 0.1 $323k 858.00 376.46
 View chart
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $264k NEW 13k 20.72
 View chart
Meta Platforms Cl A (META) 0.1 $262k NEW 740.00 354.05
 View chart
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $256k NEW 11k 23.04
 View chart
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $255k NEW 10k 25.09
 View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $255k NEW 12k 21.80
 View chart
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $254k NEW 11k 23.95
 View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $254k NEW 11k 22.22
 View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $253k NEW 11k 22.38
 View chart
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $253k NEW 11k 23.92
 View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $252k NEW 11k 22.85
 View chart
Visa Com Cl A (V) 0.1 $240k 921.00 260.59
 View chart
Ishares Tr Esg Adv Invt Gra (ELQD) 0.1 $236k 2.8k 83.10
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $210k 4.3k 49.40
 View chart
Banc Of California (BANC) 0.1 $207k NEW 15k 13.41
 View chart

Past Filings by Highland Financial Advisors

SEC 13F filings are viewable for Highland Financial Advisors going back to 2022