Bright Financial Advisors

Bright Financial Advisors as of Sept. 30, 2024

Portfolio Holdings for Bright Financial Advisors

Bright Financial Advisors holds 53 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 21.6 $34M 335k 101.27
Spdr Gold Tr Gold Shs (GLD) 9.4 $15M 61k 243.06
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.3 $15M 81k 179.16
Ishares Tr Core S&p500 Etf (IVV) 7.6 $12M 21k 576.81
Ishares Tr Core S&p Scp Etf (IJR) 6.2 $9.8M 83k 116.96
Ssga Active Etf Tr Globl Allo Etf (GAL) 4.6 $7.3M 160k 45.53
Stryker Corporation (SYK) 3.9 $6.2M 17k 361.26
Ishares Tr Core S&p Mcp Etf (IJH) 3.7 $5.9M 94k 62.32
Eaton Corp SHS (ETN) 2.6 $4.0M 12k 331.44
Apple (AAPL) 2.5 $3.9M 17k 233.00
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $3.5M 12k 283.16
World Gold Tr Spdr Gld Minis (GLDM) 2.1 $3.4M 65k 52.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $3.2M 6.5k 488.10
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.8 $2.9M 57k 50.77
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.8 $2.8M 4.00 691180.00
Ishares Tr Msci Usa Mmentm (MTUM) 1.7 $2.7M 13k 202.76
NVIDIA Corporation (NVDA) 1.7 $2.7M 22k 121.44
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.7 $2.7M 73k 36.38
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.3 $2.1M 10k 200.86
Vanguard World Inf Tech Etf (VGT) 1.3 $2.1M 3.5k 586.48
Proshares Tr S&p 500 Dv Arist (NOBL) 1.3 $2.0M 19k 106.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $2.0M 3.4k 573.76
Amazon (AMZN) 0.8 $1.2M 6.5k 186.33
Ishares Tr Msci Eafe Etf (EFA) 0.6 $993k 12k 83.63
Ishares Gold Tr Ishares New (IAU) 0.6 $930k 19k 49.70
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $897k 11k 83.15
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $707k 3.1k 230.59
Vanguard World Health Car Etf (VHT) 0.4 $667k 2.4k 282.20
Exxon Mobil Corporation (XOM) 0.4 $595k 5.1k 117.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $557k 1.2k 460.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $508k 9.9k 51.12
Wal-Mart Stores (WMT) 0.3 $425k 5.3k 80.75
Microsoft Corporation (MSFT) 0.3 $411k 956.00 430.30
International Business Machines (IBM) 0.2 $379k 1.7k 221.08
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $365k 5.4k 67.86
Procter & Gamble Company (PG) 0.2 $349k 2.0k 173.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $348k 659.00 527.67
Ishares Tr National Mun Etf (MUB) 0.2 $340k 3.1k 108.63
Spdr Ser Tr Aerospace Def (XAR) 0.2 $333k 2.1k 157.34
Vanguard World Comm Srvc Etf (VOX) 0.2 $322k 2.2k 145.39
Tesla Motors (TSLA) 0.2 $319k 1.2k 261.63
Caterpillar (CAT) 0.2 $319k 815.00 390.96
Shopify Cl A (SHOP) 0.2 $315k 3.9k 80.14
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $269k 2.1k 126.18
Alphabet Cap Stk Cl C (GOOG) 0.1 $234k 1.4k 167.19
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $228k 2.7k 84.17
Target Corporation (TGT) 0.1 $215k 1.4k 155.86
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $214k 2.1k 102.26
First Tr Exchange Traded Utilities Alph (FXU) 0.1 $214k 5.6k 38.48
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $210k 1.9k 112.94
Abbvie (ABBV) 0.1 $205k 1.0k 197.48
Ishares Tr Global Energ Etf (IXC) 0.1 $202k 5.0k 40.48
Goldmining (GLDG) 0.0 $12k 13k 0.94