Financial Advisors as of March 31, 2019
Portfolio Holdings for Financial Advisors
Financial Advisors holds 60 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr usa min vo (USMV) | 24.6 | $36M | 612k | 58.80 | |
Ishares Tr eafe min volat (EFAV) | 17.1 | $25M | 347k | 72.00 | |
Ishares Core Intl Stock Etf core (IXUS) | 15.1 | $22M | 381k | 58.07 | |
Ishares Currency Hedged Msci A etp (HAWX) | 9.8 | $14M | 545k | 26.40 | |
iShares Russell 2000 Index (IWM) | 6.7 | $9.7M | 64k | 153.09 | |
Schwab U S Small Cap ETF (SCHA) | 4.6 | $6.8M | 97k | 69.93 | |
Exxon Mobil Corporation (XOM) | 1.7 | $2.5M | 31k | 80.80 | |
Microsoft Corporation (MSFT) | 1.6 | $2.4M | 20k | 117.96 | |
Ishares Tr msci eafe esg (ESGD) | 1.3 | $1.9M | 31k | 63.17 | |
iShares Russell 1000 Growth Index (IWF) | 1.3 | $1.9M | 13k | 151.35 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 1.2 | $1.7M | 25k | 67.61 | |
Apple (AAPL) | 0.7 | $1.1M | 5.6k | 190.04 | |
Ishares Tr hdg msci eafe (HEFA) | 0.6 | $892k | 31k | 28.85 | |
Johnson & Johnson (JNJ) | 0.6 | $817k | 5.8k | 139.83 | |
Alphabet Inc Class C cs (GOOG) | 0.5 | $787k | 671.00 | 1172.88 | |
iShares MSCI EAFE Index Fund (EFA) | 0.5 | $731k | 11k | 64.85 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.5 | $675k | 8.5k | 79.44 | |
Becton, Dickinson and (BDX) | 0.4 | $641k | 2.6k | 249.90 | |
3M Company (MMM) | 0.4 | $620k | 3.0k | 207.84 | |
Chevron Corporation (CVX) | 0.4 | $605k | 4.9k | 123.12 | |
iShares S&P 500 Index (IVV) | 0.4 | $605k | 2.1k | 284.71 | |
At&t (T) | 0.4 | $587k | 19k | 31.35 | |
Schwab Strategic Tr cmn (SCHV) | 0.4 | $573k | 11k | 54.74 | |
Analog Devices (ADI) | 0.4 | $546k | 5.2k | 105.26 | |
Procter & Gamble Company (PG) | 0.4 | $538k | 5.2k | 104.02 | |
United Technologies Corporation | 0.4 | $543k | 4.2k | 128.80 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.3 | $513k | 9.8k | 52.16 | |
Intel Corporation (INTC) | 0.3 | $504k | 9.4k | 53.70 | |
iShares S&P SmallCap 600 Index (IJR) | 0.3 | $467k | 6.0k | 77.22 | |
SPDR MSCI ACWI ex-US (CWI) | 0.3 | $463k | 13k | 36.19 | |
Home Depot (HD) | 0.3 | $460k | 2.4k | 191.99 | |
Stryker Corporation (SYK) | 0.3 | $447k | 2.3k | 197.44 | |
Amazon (AMZN) | 0.3 | $454k | 255.00 | 1780.39 | |
General Electric Company | 0.3 | $445k | 45k | 10.00 | |
Colgate-Palmolive Company (CL) | 0.3 | $439k | 6.4k | 68.51 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $438k | 372.00 | 1177.42 | |
Union Pacific Corporation (UNP) | 0.3 | $420k | 2.5k | 167.00 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.3 | $376k | 8.1k | 46.33 | |
McDonald's Corporation (MCD) | 0.2 | $371k | 2.0k | 190.06 | |
Abbott Laboratories (ABT) | 0.2 | $373k | 4.7k | 79.85 | |
Bank of America Corporation (BAC) | 0.2 | $347k | 13k | 27.59 | |
Abbvie (ABBV) | 0.2 | $356k | 4.4k | 80.52 | |
Automatic Data Processing (ADP) | 0.2 | $338k | 2.1k | 159.89 | |
Amgen (AMGN) | 0.2 | $337k | 1.8k | 190.07 | |
Pepsi (PEP) | 0.2 | $336k | 2.7k | 122.45 | |
Berkshire Hathaway (BRK.B) | 0.2 | $307k | 1.5k | 200.92 | |
Lowe's Companies (LOW) | 0.2 | $287k | 2.6k | 109.54 | |
Ball Corporation (BALL) | 0.2 | $294k | 5.1k | 57.78 | |
Stanley Black & Decker (SWK) | 0.2 | $283k | 2.1k | 136.06 | |
Verizon Communications (VZ) | 0.2 | $275k | 4.7k | 59.11 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.2 | $271k | 2.4k | 111.94 | |
Vanguard S&p 500 Etf idx (VOO) | 0.2 | $275k | 1.1k | 259.68 | |
CSX Corporation (CSX) | 0.2 | $269k | 3.6k | 74.72 | |
Boston Private Financial Holdings | 0.2 | $269k | 25k | 10.96 | |
iShares Russell 1000 Value Index (IWD) | 0.2 | $255k | 2.1k | 123.61 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $236k | 2.3k | 101.33 | |
Oracle Corporation (ORCL) | 0.2 | $235k | 4.4k | 53.63 | |
Barnes (B) | 0.1 | $215k | 4.2k | 51.44 | |
Dowdupont | 0.1 | $226k | 4.2k | 53.33 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.1 | $202k | 3.9k | 51.79 |