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Us Financial Advisors

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

Top 5 stock holdings are IWB, IVV, EFA, VB, MOAT, and represent 37.32% of Us Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VCIT, IWB, IVV, USFR, EFA, VO, VLUE, VB, MOAT, SPTI.
Started 2 new stock positions in SUSB, VONG.
Reduced shares in these 10 stocks: VTIP, BIL, BAC, RTX, QUAL, JNJ, SPY, SPTM, ITOT, XOM.
Sold out of its position in BAC.
Us Financial Advisors was a net buyer of stock by $6.8M.
Us Financial Advisors has $268M in assets under management (AUM), dropping by 11.51%.
Central Index Key (CIK): 0001640420

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Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 72 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
Ishares Tr Rus 1000 Etf (IWB)	12.7	$34M	+3%	130k	262.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	10.0	$27M	+2%	56k	477.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	5.5	$15M	+4%	194k	75.35	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.7	$13M	+3%	59k	213.33	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	4.5	$12M	+3%	142k	84.87	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.2	$11M	+4%	48k	232.64	View chart
Ishares Tr Msci Usa Value (VLUE)	3.8	$10M	+4%	101k	101.16	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	3.7	$10M	+3%	352k	28.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.7	$9.8M		21k	475.30	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	3.5	$9.5M	+2%	184k	51.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.2	$8.5M	+2%	28k	303.17	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.0	$8.1M	+22%	100k	81.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.0	$8.0M		104k	77.37	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.6	$7.1M	-11%	77k	91.39	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.6	$7.0M	+4%	173k	40.21	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.2	$5.8M	+2%	49k	117.13	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.8	$4.8M	+2%	58k	82.04	View chart
Thermo Fisher Scientific (TMO)	1.7	$4.7M		8.8k	530.79	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.6	$4.3M	+2%	84k	51.26	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.5	$4.0M	+2%	79k	50.62	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.5	$3.9M		136k	28.78	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.4	$3.7M		17k	216.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$3.3M	+2%	69k	47.90	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	1.2	$3.3M		112k	29.05	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.2	$3.2M	+22%	63k	50.24	View chart
Apple (AAPL)	1.1	$2.9M	+8%	15k	192.53	View chart
Microsoft Corporation (MSFT)	0.8	$2.3M		6.0k	376.04	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$2.1M	+7%	23k	94.08	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.8	$2.1M	+2%	45k	46.36	View chart
Ishares Tr Faln Angls Usd (FALN)	0.7	$2.0M		75k	26.40	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.7M	+2%	34k	50.58	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.6	$1.5M	+2%	30k	49.80	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.5	$1.4M	+8%	39k	36.39	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.5	$1.4M	+6%	17k	85.06	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.5	$1.4M	+8%	31k	46.20	View chart
Sachem Cap (SACH)	0.5	$1.4M	+9%	362k	3.74	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$1.3M		27k	49.36	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$1.1M	+4%	13k	89.06	View chart
Global X Fds Conscious Cos (KRMA)	0.4	$1.1M	+7%	33k	33.40	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.4	$1.1M		26k	41.93	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$875k	+6%	22k	39.10	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$811k	+4%	5.6k	145.00	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.3	$692k	+7%	24k	29.42	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$638k	-4%	11k	58.45	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$601k		14k	42.18	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$599k	+8%	19k	32.06	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.2	$577k	+7%	14k	42.33	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$509k	+7%	3.7k	136.38	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$471k	-2%	4.5k	104.92	View chart
Spdr Ser Tr Spdr Msci Usa Ge (SHE)	0.2	$463k	+7%	4.9k	95.00	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$455k	-75%	9.6k	47.49	View chart
Johnson & Johnson (JNJ)	0.2	$450k	-21%	2.9k	156.74	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.2	$443k	+9%	10k	42.85	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$403k	+62%	17k	23.27	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$385k	+14%	25k	15.57	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$368k		725.00	507.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$337k	-2%	4.5k	75.09	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$322k	-31%	2.2k	147.14	View chart
Exxon Mobil Corporation (XOM)	0.1	$322k	-3%	3.2k	99.99	View chart
NVIDIA Corporation (NVDA)	0.1	$302k	+5%	610.00	495.22	View chart
Raytheon Technologies Corp (RTX)	0.1	$299k	-33%	3.6k	84.14	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$279k	+8%	4.6k	60.86	View chart
Northrop Grumman Corporation (NOC)	0.1	$279k		596.00	468.14	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$276k		2.9k	95.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$269k	-7%	2.6k	105.23	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$256k	NEW	3.3k	78.01	View chart
Procter & Gamble Company (PG)	0.1	$245k		1.7k	146.54	View chart
Carrier Global Corporation (CARR)	0.1	$243k		4.2k	57.45	View chart
Royalty Pharma Shs Class A (RPRX)	0.1	$229k		8.2k	28.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$227k		1.6k	139.69	View chart
New England Rlty Assoc Ltd P Depositry Rcpt (NEN)	0.1	$218k		3.1k	69.70	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$211k	NEW	8.6k	24.48	View chart

Past Filings by Us Financial Advisors

SEC 13F filings are viewable for Us Financial Advisors going back to 2014

Us Financial Advisors 2023 Q4 filed Feb. 8, 2024
Us Financial Advisors 2023 Q3 filed Nov. 13, 2023
Us Financial Advisors 2023 Q2 filed Aug. 10, 2023
Us Financial Advisors 2023 Q1 filed May 4, 2023
Us Financial Advisors 2022 Q4 filed Jan. 26, 2023
Us Financial Advisors 2022 Q3 filed Oct. 13, 2022
Us Financial Advisors 2022 Q2 filed Aug. 15, 2022
Us Financial Advisors 2022 Q1 filed May 13, 2022
Us Financial Advisors 2021 Q4 filed Feb. 14, 2022
Us Financial Advisors 2021 Q3 filed Oct. 26, 2021
Us Financial Advisors 2021 Q2 filed Aug. 10, 2021
Us Financial Advisors 2021 Q1 filed April 30, 2021
Us Financial Advisors 2020 Q4 filed Feb. 18, 2021
Us Financial Advisors 2016 Q2 filed Aug. 12, 2016
Us Financial Advisors 2016 Q1 filed May 5, 2016
Us Financial Advisors 2015 Q4 filed Feb. 16, 2016

View all past filings

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