Advus Financial Partners

Advus Financial Partners as of March 31, 2022

Portfolio Holdings for Advus Financial Partners

Advus Financial Partners holds 55 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 25.4 $38M 83k 453.70
Ishares Tr Msci Usa Qlt Fct (QUAL) 11.1 $16M 121k 134.63
Ishares Tr Core Msci Intl (IDEV) 9.1 $13M 211k 63.63
Ishares Tr Msci Intl Qualty (IQLT) 5.0 $7.3M 198k 36.87
Ishares Tr Msci Eafe Min Vl (EFAV) 4.3 $6.3M 88k 72.14
Ishares Tr Core S&p Scp Etf (IJR) 3.7 $5.5M 51k 107.88
Vanguard Index Fds Total Stk Mkt (VTI) 3.7 $5.4M 24k 227.67
Ishares Tr Core Total Usd (IUSB) 3.4 $5.1M 102k 49.63
Ishares Tr Core S&p Mcp Etf (IJH) 3.4 $5.0M 19k 268.33
Ishares Tr Esg Awr Msci Usa (ESGU) 2.6 $3.9M 39k 101.35
Ishares Tr Us Treas Bd Etf (GOVT) 2.5 $3.7M 149k 24.91
Ishares Tr Eafe Value Etf (EFV) 1.7 $2.5M 49k 50.26
Ishares Tr Core S&p Ttl Stk (ITOT) 1.6 $2.4M 24k 100.94
Ishares Tr Core Div Grwth (DGRO) 1.4 $2.0M 38k 53.41
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $2.0M 38k 51.55
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.2 $1.7M 36k 48.03
Ishares Tr Core S&p Us Gwt (IUSG) 1.1 $1.7M 16k 105.66
Ishares Tr Core S&p Us Vlu (IUSV) 1.1 $1.6M 21k 75.87
Ishares Core Msci Emkt (IEMG) 0.9 $1.4M 25k 55.55
Ishares Tr Faln Angls Usd (FALN) 0.9 $1.4M 49k 27.76
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.9 $1.4M 2.8k 491.66
Apple (AAPL) 0.9 $1.3M 7.5k 174.61
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $1.3M 4.6k 277.63
Ishares Tr Mbs Etf (MBB) 0.8 $1.1M 11k 101.87
Ishares Tr Tips Bd Etf (TIP) 0.7 $1.1M 8.8k 124.57
Ishares Tr National Mun Etf (MUB) 0.7 $1.0M 9.5k 109.64
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $1.0M 11k 96.27
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.6 $927k 23k 40.05
Ishares Tr Russell 2000 Etf (IWM) 0.6 $905k 4.4k 205.29
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $761k 7.1k 107.10
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $726k 9.5k 76.38
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $719k 11k 66.21
Ishares Esg Awr Msci Em (ESGE) 0.5 $709k 19k 36.73
Ishares Tr Global Tech Etf (IXN) 0.5 $680k 12k 58.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $594k 1.4k 415.17
Ishares Tr U.s. Energy Etf (IYE) 0.4 $529k 13k 40.92
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $529k 1.00 528921.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $467k 1.0k 453.01
Ishares Tr Core Msci Total (IXUS) 0.3 $447k 6.7k 66.58
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $445k 2.0k 222.81
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $382k 2.9k 132.08
Ishares Tr Msci Usa Value (VLUE) 0.3 $379k 3.6k 104.57
Ishares Tr Rus 1000 Etf (IWB) 0.3 $377k 1.5k 250.03
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.2 $343k 4.6k 75.03
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $333k 2.5k 134.61
Blackstone Group Inc Com Cl A (BX) 0.2 $331k 2.6k 126.94
Microsoft Corporation (MSFT) 0.2 $325k 1.1k 308.31
Enterprise Products Partners (EPD) 0.2 $323k 13k 25.81
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $313k 4.0k 78.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $301k 852.00 352.91
Amazon (AMZN) 0.2 $287k 88.00 3259.95
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $286k 5.5k 52.27
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $273k 1.7k 162.15
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $256k 3.3k 77.57
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $223k 1.9k 119.64