Financial Advisors

Financial Advisors as of Dec. 31, 2019

Portfolio Holdings for Financial Advisors

Financial Advisors holds 61 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr usa min vo (USMV) 26.9 $48M 725k 65.60
Ishares Currency Hedged Msci A etp (HAWX) 22.6 $40M 1.4M 28.13
Ishares Tr eafe min volat (EFAV) 17.7 $31M 418k 74.54
Schwab U S Small Cap ETF (SCHA) 7.8 $14M 181k 75.64
iShares Russell 2000 Index (IWM) 3.4 $5.9M 36k 165.68
Microsoft Corporation (MSFT) 1.8 $3.1M 20k 157.70
Schwab Strategic Tr us lrg cap etf (SCHX) 1.7 $2.9M 38k 76.82
iShares Russell 1000 Growth Index (IWF) 1.2 $2.2M 13k 175.91
Ishares Tr msci eafe esg (ESGD) 1.2 $2.2M 32k 68.74
Exxon Mobil Corporation (XOM) 1.0 $1.8M 25k 69.78
Apple (AAPL) 1.0 $1.7M 6.0k 293.72
Alphabet Inc Class C cs (GOOG) 0.8 $1.4M 1.0k 1336.58
Johnson & Johnson (JNJ) 0.6 $1.1M 7.7k 145.90
Ishares Tr hdg msci eafe (HEFA) 0.5 $943k 31k 30.50
Schwab U S Large Cap Growth ETF (SCHG) 0.5 $824k 8.9k 92.92
Verizon Communications (VZ) 0.5 $804k 13k 61.37
iShares S&P 500 Index (IVV) 0.4 $774k 2.4k 323.17
iShares MSCI EAFE Index Fund (EFA) 0.4 $783k 11k 69.46
At&t (T) 0.4 $753k 19k 39.08
Becton, Dickinson and (BDX) 0.4 $702k 2.6k 271.88
Analog Devices (ADI) 0.4 $651k 5.5k 118.84
Schwab Strategic Tr cmn (SCHV) 0.4 $650k 11k 60.10
Procter & Gamble Company (PG) 0.4 $640k 5.1k 125.00
Alphabet Inc Class A cs (GOOGL) 0.4 $627k 468.00 1339.74
United Technologies Corporation 0.3 $615k 4.1k 149.74
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.3 $553k 10k 53.52
Intel Corporation (INTC) 0.3 $518k 8.7k 59.83
iShares S&P SmallCap 600 Index (IJR) 0.3 $507k 6.1k 83.77
SPDR MSCI ACWI ex-US (CWI) 0.3 $520k 20k 25.76
3M Company (MMM) 0.3 $486k 2.8k 176.53
Amazon (AMZN) 0.3 $492k 266.00 1849.62
Chevron Corporation (CVX) 0.3 $472k 3.9k 120.56
Home Depot (HD) 0.3 $463k 2.1k 218.60
Union Pacific Corporation (UNP) 0.3 $461k 2.5k 180.93
Bank of America Corporation (BAC) 0.2 $449k 13k 35.25
Abbott Laboratories (ABT) 0.2 $444k 5.1k 86.89
Stryker Corporation (SYK) 0.2 $440k 2.1k 209.82
Amgen (AMGN) 0.2 $432k 1.8k 240.80
Colgate-Palmolive Company (CL) 0.2 $418k 6.1k 68.84
General Electric Company 0.2 $410k 37k 11.16
Abbvie (ABBV) 0.2 $398k 4.5k 88.48
McDonald's Corporation (MCD) 0.2 $361k 1.8k 197.59
Automatic Data Processing (ADP) 0.2 $360k 2.1k 170.29
Pepsi (PEP) 0.2 $316k 2.3k 136.68
Vanguard S&p 500 Etf idx (VOO) 0.2 $313k 1.1k 295.56
JPMorgan Chase & Co. (JPM) 0.2 $298k 2.1k 139.38
Berkshire Hathaway (BRK.B) 0.2 $301k 1.3k 226.49
Stanley Black & Decker (SWK) 0.2 $294k 1.8k 165.54
Lowe's Companies (LOW) 0.2 $306k 2.6k 119.62
Bristol Myers Squibb (BMY) 0.2 $280k 4.4k 64.25
iShares Russell 1000 Value Index (IWD) 0.2 $282k 2.1k 136.69
iShares NASDAQ Biotechnology Index (IBB) 0.2 $285k 2.4k 120.71
Ball Corporation (BALL) 0.2 $279k 4.3k 64.76
CSX Corporation (CSX) 0.1 $263k 3.6k 72.43
Boston Private Financial Holdings 0.1 $267k 22k 12.01
Barnes (B) 0.1 $247k 4.0k 62.06
State Street Corporation (STT) 0.1 $223k 2.8k 79.08
American Express Company (AXP) 0.1 $225k 1.8k 124.72
Oracle Corporation (ORCL) 0.1 $236k 4.5k 52.96
iShares MSCI ACWI ex US Index Fund (ACWX) 0.1 $228k 4.7k 49.02
Schwab Strategic Tr us aggregate b (SCHZ) 0.1 $201k 3.8k 53.40