Bright Financial Advisors

Bright Financial Advisors as of March 31, 2024

Portfolio Holdings for Bright Financial Advisors

Bright Financial Advisors holds 48 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 22.6 $30M 317k 95.44
Ishares Tr Core S&p Mcp Etf (IJH) 15.0 $20M 150k 133.34
Spdr Gold Tr Gold Shs (GLD) 9.6 $13M 60k 214.85
Ishares Tr Core S&p500 Etf (IVV) 8.0 $11M 23k 459.51
Ssga Active Etf Tr Globl Allo Etf (GAL) 5.2 $7.0M 165k 42.11
SYSCO Corporation (SYY) 4.2 $5.7M 17k 332.18
Ishares Tr Tips Bd Etf (TIP) 3.9 $5.2M 90k 57.66
Essex Property Trust (ESS) 2.8 $3.8M 12k 315.09
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $3.1M 12k 250.51
Apple (AAPL) 2.1 $2.8M 17k 172.00
World Gold Tr Spdr Gld Minis (GLDM) 2.0 $2.7M 59k 46.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $2.7M 6.3k 427.12
Ishares Tr Blackrock Ultra (ICSH) 2.0 $2.6M 15k 177.60
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.8 $2.4M 4.00 605210.00
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.7 $2.3M 45k 50.62
Ishares Core Msci Emkt (IEMG) 1.5 $2.1M 21k 98.08
Vanguard World Inf Tech Etf (VGT) 1.5 $2.0M 5.7k 354.49
NVIDIA Corporation (NVDA) 1.4 $1.9M 2.2k 848.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $1.7M 3.4k 505.54
Amazon (AMZN) 0.9 $1.1M 6.3k 182.95
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $1.1M 13k 84.34
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.7 $946k 29k 33.09
Ishares Gold Tr Ishares New (IAU) 0.6 $833k 19k 43.90
Ishares Tr Msci Eafe Etf (EFA) 0.5 $690k 8.9k 77.68
Vanguard World Health Car Etf (VHT) 0.5 $611k 2.4k 258.43
Exxon Mobil Corporation (XOM) 0.4 $556k 4.8k 116.93
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $530k 11k 49.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $487k 1.2k 401.02
First Ban (FNLC) 0.3 $402k 9.8k 41.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $373k 6.9k 54.28
Ishares Tr National Mun Etf (MUB) 0.3 $350k 3.3k 106.20
Microsoft Corporation (MSFT) 0.3 $337k 847.00 397.74
Procter & Gamble Company (PG) 0.2 $330k 2.0k 163.62
Ishares Tr U.s. Tech Etf (IYW) 0.2 $320k 5.3k 59.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $319k 686.00 464.64
Wal-Mart Stores (WMT) 0.2 $312k 5.3k 59.20
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $302k 8.3k 36.57
Spdr Ser Tr Aerospace Def (XAR) 0.2 $292k 2.1k 137.99
International Business Machines (IBM) 0.2 $256k 1.5k 165.60
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $252k 1.4k 175.69
Shopify Cl A (SHOP) 0.2 $252k 3.5k 71.31
Caterpillar (CAT) 0.2 $232k 692.00 335.42
Tesla Motors (TSLA) 0.2 $225k 1.2k 184.34
Target Corporation (TGT) 0.2 $219k 1.4k 158.77
Ishares Tr Global Energ Etf (IXC) 0.2 $214k 5.0k 42.79
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $211k 2.7k 77.93
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $13k 13k 1.02
Lgi Homes (LGIH) 0.0 $0 105k 0.00