Us Financial Advisors

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

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Positions held by US FINANCIAL ADVISORS consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Us Financial Advisors

Companies in the Us Financial Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 9.6 $32M NEW 150k 211.84
Ishares Tr Core S&p500 Etf (IVV) 7.6 $25M +4013% 67k 375.38
Ishares Tr Msci Eafe Etf (EFA) 5.9 $20M NEW 267k 72.96
Vanguard Index Fds Small Cp Etf (VB) 4.8 $16M +189% 81k 194.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.7 $15M +1322% 41k 373.89
Ishares Tr Rus 1000 Grw Etf (IWF) 4.6 $15M NEW 63k 241.14
Ishares Tr Core Us Aggbd Et (AGG) 4.3 $14M NEW 119k 118.19
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.3 $11M NEW 128k 86.38
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 3.2 $11M NEW 171k 62.00
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.8 $9.1M NEW 69k 132.97
Vanguard Index Fds Mid Cap Etf (VO) 2.7 $9.1M +19% 44k 206.76
Vanguard Index Fds Growth Etf (VUG) 2.4 $8.0M +633% 32k 253.34
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.4 $7.9M +690% 135k 58.55
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.3 $7.7M NEW 79k 97.14

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Ishares Tr S&p 500 Grwt Etf (IVW) 2.3 $7.7M NEW 121k 63.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $6.7M NEW 81k 83.25
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.8 $6.0M NEW 118k 50.72
Ishares Tr Msci Emg Mkt Etf (EEM) 1.7 $5.5M NEW 107k 51.67
Vanguard Index Fds Value Etf (VTV) 1.6 $5.2M +874% 43k 118.97
Ishares Tr Mbs Etf (MBB) 1.5 $4.8M NEW 44k 110.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.4 $4.5M NEW 49k 90.98
Thermo Fisher Scientific (TMO) 1.3 $4.3M NEW 9.1k 465.74
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.2 $3.9M +1237% 80k 49.28
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 1.2 $3.9M NEW 120k 32.10
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $3.2M +735% 47k 68.18
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.9 $3.1M +131% 67k 47.20
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $2.7M +170% 33k 82.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $2.7M NEW 74k 36.01
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $2.5M +790% 21k 121.83
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $2.4M NEW 79k 30.65
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.4M NEW 12k 194.60
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $2.3M NEW 42k 55.17
Apple (AAPL) 0.7 $2.3M NEW 17k 132.69
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $2.0M -38% 7.6k 267.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.9M -39% 5.4k 343.68
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $1.7M NEW 34k 51.11
Ishares Tr Tips Bd Etf (TIP) 0.5 $1.6M NEW 13k 127.61
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.6M NEW 12k 136.76
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.6M NEW 29k 55.21
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $1.6M NEW 13k 115.95
Microsoft Corporation (MSFT) 0.4 $1.4M +46% 6.4k 222.36
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $1.4M NEW 45k 31.41
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.4M NEW 15k 91.87
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $1.4M +154% 15k 92.84
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.4 $1.3M +260% 24k 54.06
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $1.3M NEW 21k 61.79
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.1M NEW 13k 86.20
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.1M -30% 16k 69.10
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $990k NEW 7.0k 141.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $927k +162% 19k 50.12
Boeing Company (BA) 0.3 $926k NEW 4.3k 214.15
Hartford Financial Services (HIG) 0.3 $833k 17k 48.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $822k NEW 2.6k 313.62
Select Sector Spdr Tr Technology (XLK) 0.2 $801k NEW 6.2k 130.05
Clorox Company (CLX) 0.2 $772k NEW 3.8k 201.83
Blackstone Group Com Cl A (BX) 0.2 $725k NEW 11k 64.81
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $703k -91% 2.0k 353.80
Ishares Core Msci Emkt (IEMG) 0.2 $677k -23% 11k 62.08
Ishares Tr Core Msci Total (IXUS) 0.2 $651k NEW 9.7k 67.20
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $632k -70% 4.4k 142.18
Johnson & Johnson (JNJ) 0.2 $605k NEW 3.8k 157.35
Amazon (AMZN) 0.2 $596k NEW 183.00 3256.83
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $582k NEW 9.7k 60.12
Exxon Mobil Corporation (XOM) 0.2 $574k +309% 14k 41.24
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $532k NEW 3.9k 138.00
Pepsi (PEP) 0.2 $525k NEW 3.5k 148.22
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $519k NEW 4.6k 113.39
Royal Caribbean Cruises (RCL) 0.1 $469k NEW 6.3k 74.76
MGM Resorts International. (MGM) 0.1 $457k NEW 15k 31.53
General Motors Company (GM) 0.1 $451k NEW 11k 41.62
Pvh Corporation (PVH) 0.1 $449k NEW 4.8k 93.99
Constellation Brands Cl A (STZ) 0.1 $438k NEW 2.0k 219.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $430k -60% 4.9k 88.17
Bridgebio Pharma (BBIO) 0.1 $427k NEW 6.0k 71.17
Northrop Grumman Corporation (NOC) 0.1 $421k NEW 1.4k 304.63
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $407k -48% 2.5k 164.78
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.1 $397k NEW 5.4k 73.52
Ishares Tr Eafe Value Etf (EFV) 0.1 $397k NEW 8.4k 47.16
Cheesecake Factory Incorporated (CAKE) 0.1 $391k NEW 11k 37.04
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $382k NEW 13k 29.47
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $378k NEW 3.0k 128.05
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $377k NEW 4.3k 88.50
Moderna (MRNA) 0.1 $360k NEW 3.4k 104.56
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $356k NEW 3.5k 100.88
Brinker International (EAT) 0.1 $354k NEW 6.3k 56.64
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $349k NEW 6.2k 56.04
Comcast Corp Cl A (CMCSA) 0.1 $341k NEW 6.5k 52.33
JPMorgan Chase & Co. (JPM) 0.1 $330k NEW 2.6k 127.02
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $325k +23% 3.0k 109.50
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $322k NEW 4.6k 69.98
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $310k NEW 4.1k 75.63
W.R. Berkley Corporation (WRB) 0.1 $308k NEW 4.6k 66.47
First Tr Value Line Divid In SHS (FVD) 0.1 $307k NEW 8.7k 35.11
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $304k NEW 725.00 419.31
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $303k NEW 3.3k 91.38
Raytheon Technologies Corp (RTX) 0.1 $303k NEW 4.2k 71.41
Spirit Airlines (SAVE) 0.1 $297k NEW 12k 24.41
Vanguard World Fds Health Car Etf (VHT) 0.1 $294k -93% 1.3k 224.09
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.1 $285k NEW 3.6k 79.56
Select Sector Spdr Tr Communication (XLC) 0.1 $283k NEW 4.2k 67.41
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $275k NEW 1.1k 246.42
Walt Disney Company (DIS) 0.1 $272k NEW 1.5k 181.33
Cisco Systems (CSCO) 0.1 $271k NEW 6.1k 44.76
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $271k NEW 1.7k 160.54
Spdr Ser Tr Spdr Bloomberg (BIL) 0.1 $269k NEW 2.9k 91.62
Procter & Gamble Company (PG) 0.1 $268k NEW 1.9k 139.29
Delta Air Lines Inc Del Com New (DAL) 0.1 $268k NEW 6.7k 40.20
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $261k NEW 7.3k 35.86
Alphabet Cap Stk Cl A (GOOGL) 0.1 $261k NEW 149.00 1751.68
Trane Technologies SHS (TT) 0.1 $261k NEW 1.8k 145.00
Wpx Energy (WPX) 0.1 $245k NEW 30k 8.17
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $245k NEW 5.3k 46.10
Tesla Motors (TSLA) 0.1 $239k NEW 338.00 707.10
Chevron Corporation (CVX) 0.1 $235k NEW 2.8k 84.50
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $233k NEW 2.6k 88.59
Bank of America Corporation (BAC) 0.1 $231k NEW 7.6k 30.32
Intel Corporation (INTC) 0.1 $228k NEW 4.6k 49.81
Macy's (M) 0.1 $225k NEW 20k 11.25
General Electric Company (GE) 0.1 $225k NEW 21k 10.79
Spdr Ser Tr S&p Biotech (XBI) 0.1 $216k NEW 1.5k 140.53
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $216k NEW 3.5k 62.09
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $216k -93% 3.4k 62.75
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $213k NEW 2.7k 79.95
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $213k NEW 926.00 230.02
Ishares Tr U.s. Tech Etf (IYW) 0.1 $213k NEW 2.5k 84.93
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $212k NEW 1.8k 115.97
Norfolk Southern (NSC) 0.1 $211k NEW 888.00 237.61
Facebook Cl A (FB) 0.1 $207k NEW 758.00 273.09
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $201k NEW 3.0k 67.43
Park Hotels & Resorts Inc-wi (PK) 0.1 $181k NEW 11k 17.19

Past Filings by Us Financial Advisors

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