Highland Financial Advisors

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

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

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Portfolio Holdings for Highland Financial Advisors

Highland Financial Advisors holds 48 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 11.1 $16M 159k 101.70
Spdr Ser Tr Portfolio S&p500 (SPLG) 11.0 $16M 361k 44.34
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 8.4 $12M 219k 56.28
American Centy Etf Tr Us Eqt Etf (AVUS) 6.7 $9.7M 149k 65.04
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 6.6 $9.6M 365k 26.43
Ishares Tr Rus 1000 Grw Etf (IWF) 6.5 $9.4M 43k 218.71
Ishares Gold Tr Ishares New (IAU) 5.3 $7.8M 227k 34.31
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.8 $7.0M 135k 52.03
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.0 $5.8M 85k 68.36
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.7 $5.5M 107k 50.96
Vanguard Index Fds Total Stk Mkt (VTI) 3.3 $4.8M 26k 188.64
Goldman Sachs Etf Tr Innovat Eq Etf (GINN) 3.1 $4.5M 106k 42.08
American Centy Etf Tr Avantis Core Fi (AVIG) 3.0 $4.4M 103k 42.87
Vanguard Index Fds Real Estate Etf (VNQ) 2.9 $4.2M 46k 91.12

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Ark Etf Tr Innovation Etf (ARKK) 2.6 $3.8M 96k 39.88
Schwab Strategic Tr Us Tips Etf (SCHP) 1.9 $2.8M 50k 55.79
Vanguard Index Fds Value Etf (VTV) 1.6 $2.3M 18k 131.86
Ishares Tr Core Msci Eafe (IEFA) 1.4 $2.1M 35k 58.84
Goldman Sachs Etf Tr Access Hig Yld (GHYB) 1.1 $1.6M 39k 41.84
Kraneshares Tr Csi Chi Internet (KWEB) 1.0 $1.5M 45k 32.76
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $1.0M 10k 101.71
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $1.0M 43k 23.17
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $942k 19k 49.94
Ishares Core Msci Emkt (IEMG) 0.6 $849k 17k 49.08
JPMorgan Chase & Co. (JPM) 0.5 $792k 7.0k 112.63
Ishares Tr Msci China A (CNYA) 0.5 $722k 19k 38.04
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $707k 6.7k 105.37
Apple (AAPL) 0.5 $698k 5.1k 136.76
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $618k 26k 24.15
Spdr Gold Tr Gold Shs (GLD) 0.4 $579k 3.4k 168.46
Amazon (AMZN) 0.4 $531k 5.0k 106.20
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $486k 9.8k 49.53
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $470k 6.5k 72.43
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.3 $440k 11k 40.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $440k 7.6k 58.03
Kraneshares Tr Msci China Clean (KGRN) 0.3 $419k 10k 41.65
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $418k 18k 23.30
Microsoft Corporation (MSFT) 0.3 $408k 1.6k 256.60
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $404k 21k 19.04
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $400k 2.3k 171.82
Ishares Tr Self Drivng Ev (IDRV) 0.3 $368k 10k 36.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $342k 1.2k 280.33
Kraneshares Tr Msci Cn Esg Lead (KESG) 0.2 $334k 14k 23.32
Ark Etf Tr Genomic Rev Etf (ARKG) 0.2 $294k 9.3k 31.48
NVIDIA Corporation (NVDA) 0.2 $263k 1.7k 151.85
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $260k 12k 21.07
Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $218k 2.7k 80.06
Ishares Tr Esg Scrnd S&p500 (XVV) 0.1 $208k 7.3k 28.42

Past Filings by Highland Financial Advisors

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