Bright Financial Advisors

Bright Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Bright Financial Advisors

Bright Financial Advisors holds 55 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 19.5 $31M 321k 96.90
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.3 $15M 85k 175.23
Spdr Gold Tr Gold Shs (GLD) 9.1 $15M 60k 242.13
Ishares Tr Core S&p500 Etf (IVV) 7.3 $12M 20k 588.68
Ishares Tr Core S&p Scp Etf (IJR) 6.2 $9.8M 86k 115.22
Ssga Active Etf Tr Globl Allo Etf (GAL) 4.3 $6.8M 155k 44.18
Stryker Corporation (SYK) 4.0 $6.3M 18k 360.06
Ishares Tr Core S&p Mcp Etf (IJH) 3.6 $5.7M 91k 62.31
Apple (AAPL) 3.0 $4.8M 19k 250.42
Vanguard Index Fds Total Stk Mkt (VTI) 2.8 $4.5M 16k 289.81
First Tr Exchange-traded Smid Risng Etf (SDVY) 2.5 $4.1M 113k 35.85
Eaton Corp SHS (ETN) 2.5 $4.0M 12k 331.87
World Gold Tr Spdr Gld Minis (GLDM) 2.2 $3.6M 68k 51.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.1 $3.3M 6.5k 511.20
NVIDIA Corporation (NVDA) 1.9 $3.0M 22k 134.29
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.8 $2.8M 55k 50.59
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.7 $2.7M 4.00 680920.00
Ishares Tr Msci Usa Mmentm (MTUM) 1.7 $2.7M 13k 206.92
Vanguard World Inf Tech Etf (VGT) 1.4 $2.2M 3.5k 621.75
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.3 $2.1M 10k 210.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $2.0M 3.4k 586.08
Proshares Tr S&p 500 Dv Arist (NOBL) 1.1 $1.7M 17k 99.55
Amazon (AMZN) 0.7 $1.1M 5.0k 219.39
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $1.0M 23k 44.87
Ishares Gold Tr Ishares New (IAU) 0.6 $905k 18k 49.51
Zoetis Cl A (ZTS) 0.5 $850k 5.2k 162.93
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $826k 10k 81.98
Ishares Tr Msci Eafe Etf (EFA) 0.5 $720k 9.5k 75.61
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $661k 3.1k 215.50
Vanguard World Health Car Etf (VHT) 0.4 $600k 2.4k 253.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $546k 1.2k 453.28
Tesla Motors (TSLA) 0.3 $491k 1.2k 403.84
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $488k 9.7k 50.13
Wal-Mart Stores (WMT) 0.3 $476k 5.3k 90.35
Exxon Mobil Corporation (XOM) 0.3 $444k 4.1k 107.56
Microsoft Corporation (MSFT) 0.3 $438k 1.0k 421.50
Shopify Cl A (SHOP) 0.3 $419k 3.9k 106.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $413k 766.00 538.81
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $375k 16k 23.18
Spdr Ser Tr Aerospace Def (XAR) 0.2 $351k 2.1k 165.82
International Business Machines (IBM) 0.2 $350k 1.6k 219.83
Vanguard World Comm Srvc Etf (VOX) 0.2 $343k 2.2k 154.96
Procter & Gamble Company (PG) 0.2 $338k 2.0k 167.68
Ishares Tr National Mun Etf (MUB) 0.2 $333k 3.1k 106.55
Caterpillar (CAT) 0.2 $296k 815.00 362.61
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $275k 2.1k 128.82
Alphabet Cap Stk Cl C (GOOG) 0.2 $267k 1.4k 190.44
First Tr Exchange Traded Cloud Computing (SKYY) 0.2 $249k 2.1k 119.12
Abbvie (ABBV) 0.1 $229k 1.3k 177.70
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $226k 3.1k 71.91
Kellogg Company (K) 0.1 $225k 2.8k 80.98
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $214k 1.9k 115.18
First Tr Exchange Traded Utilities Alph (FXU) 0.1 $210k 5.6k 37.83
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $206k 2.7k 76.14
Goldmining (GLDG) 0.0 $10k 13k 0.81