Financial Advisors

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 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