Bright Financial Advisors

Bright Financial Advisors as of June 30, 2024

Portfolio Holdings for Bright Financial Advisors

Bright Financial Advisors holds 49 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 22.2 $31M 324k 97.07
Spdr Gold Tr Gold Shs (GLD) 9.3 $13M 61k 215.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.1 $13M 78k 164.28
Ishares Tr Core S&p500 Etf (IVV) 7.7 $11M 20k 547.25
Ishares Tr Core S&p Scp Etf (IJR) 6.2 $8.7M 82k 106.66
Ssga Active Etf Tr Globl Allo Etf (GAL) 5.0 $7.1M 164k 43.23
Stryker Corporation (SYK) 4.1 $5.8M 17k 340.25
Ishares Tr Core S&p Mcp Etf (IJH) 3.8 $5.3M 91k 58.52
Eaton Corp SHS (ETN) 2.6 $3.7M 12k 313.55
Apple (AAPL) 2.5 $3.5M 17k 210.62
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $3.3M 12k 267.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $3.1M 6.5k 479.15
NVIDIA Corporation (NVDA) 1.9 $2.8M 22k 123.54
Ishares Tr Msci Usa Mmentm (MTUM) 1.9 $2.8M 14k 194.87
World Gold Tr Spdr Gld Minis (GLDM) 1.9 $2.7M 60k 46.09
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.7 $2.4M 4.00 612241.00
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.4 $2.0M 40k 50.67
Vanguard World Inf Tech Etf (VGT) 1.4 $2.0M 3.5k 576.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $1.9M 3.4k 544.22
Proshares Tr S&p 500 Dv Arist (NOBL) 1.3 $1.8M 19k 96.13
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.1 $1.6M 47k 33.38
Amazon (AMZN) 0.9 $1.2M 6.3k 193.25
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.8 $1.1M 5.8k 197.12
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $993k 12k 81.65
Ishares Gold Tr Ishares New (IAU) 0.6 $836k 19k 43.93
Ishares Tr Ishares Semicdtr (SOXX) 0.5 $756k 3.1k 246.63
Ishares Tr Msci Eafe Etf (EFA) 0.5 $695k 8.9k 78.33
Vanguard World Health Car Etf (VHT) 0.4 $629k 2.4k 266.00
Exxon Mobil Corporation (XOM) 0.4 $547k 4.8k 115.12
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $534k 11k 50.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $494k 1.2k 406.80
Microsoft Corporation (MSFT) 0.3 $379k 847.00 446.95
Wal-Mart Stores (WMT) 0.3 $357k 5.3k 67.71
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $344k 5.3k 64.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $343k 686.00 500.13
Ishares Tr National Mun Etf (MUB) 0.2 $333k 3.1k 106.55
Procter & Gamble Company (PG) 0.2 $332k 2.0k 164.94
Vanguard World Comm Srvc Etf (VOX) 0.2 $306k 2.2k 138.20
Spdr Ser Tr Aerospace Def (XAR) 0.2 $296k 2.1k 139.98
International Business Machines (IBM) 0.2 $268k 1.5k 172.95
Shopify Cl A (SHOP) 0.2 $260k 3.9k 66.05
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $254k 2.1k 119.32
Tesla Motors (TSLA) 0.2 $241k 1.2k 197.88
Caterpillar (CAT) 0.2 $230k 692.00 332.94
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $213k 2.7k 78.78
Ishares Tr Global Energ Etf (IXC) 0.1 $208k 5.0k 41.51
Target Corporation (TGT) 0.1 $204k 1.4k 148.04
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $203k 3.9k 52.07
Goldmining (GLDG) 0.0 $12k 13k 0.89