Financial Advisors

Financial Advisors as of March 31, 2020

Portfolio Holdings for Financial Advisors

Financial Advisors holds 60 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr usa min vo (USMV) 29.1 $43M 795k 54.01
Ishares Currency Hedged Msci A etp (HAWX) 20.6 $31M 1.4M 22.39
Ishares Tr eafe min volat (EFAV) 17.5 $26M 417k 62.05
Schwab U S Small Cap ETF (SCHA) 7.5 $11M 215k 51.52
iShares Russell 2000 Index (IWM) 2.3 $3.4M 30k 114.47
Microsoft Corporation (MSFT) 2.1 $3.1M 20k 157.71
Schwab Strategic Tr us lrg cap etf (SCHX) 1.9 $2.9M 47k 61.26
Ishares Tr hdg msci eafe (HEFA) 1.5 $2.2M 90k 24.21
iShares Russell 1000 Growth Index (IWF) 1.3 $1.9M 13k 150.65
Ishares Tr msci eafe esg (ESGD) 1.1 $1.7M 32k 53.16
Apple (AAPL) 1.0 $1.5M 5.9k 254.35
Johnson & Johnson (JNJ) 0.7 $986k 7.5k 131.08
Exxon Mobil Corporation (XOM) 0.7 $966k 26k 37.96
Alphabet Inc Class C cs (GOOG) 0.6 $883k 759.00 1163.37
Ishares Tr liquid inc etf (ICSH) 0.5 $811k 16k 49.92
Schwab U S Large Cap Growth ETF (SCHG) 0.5 $733k 9.2k 79.68
Verizon Communications (VZ) 0.5 $702k 13k 53.72
Ishares Inc ctr wld minvl (ACWV) 0.4 $604k 7.5k 80.30
iShares MSCI EAFE Index Fund (EFA) 0.4 $603k 11k 53.50
Becton, Dickinson and (BDX) 0.4 $593k 2.6k 229.67
Procter & Gamble Company (PG) 0.4 $572k 5.2k 109.94
At&t (T) 0.4 $561k 19k 29.16
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.4 $547k 10k 52.94
Alphabet Inc Class A cs (GOOGL) 0.4 $544k 468.00 1162.39
Intel Corporation (INTC) 0.3 $512k 9.5k 54.13
Amazon (AMZN) 0.3 $493k 253.00 1948.62
Analog Devices (ADI) 0.3 $491k 5.5k 89.63
Tor Dom Bk Cad (TD) 0.3 $488k 12k 42.42
Schwab Strategic Tr cmn (SCHV) 0.3 $482k 11k 44.30
Colgate-Palmolive Company (CL) 0.3 $403k 6.1k 66.33
Home Depot (HD) 0.3 $393k 2.1k 186.88
iShares S&P 500 Index (IVV) 0.3 $391k 1.5k 258.26
United Technologies Corporation 0.3 $387k 4.1k 94.23
SPDR MSCI ACWI ex-US (CWI) 0.3 $384k 20k 19.71
Abbott Laboratories (ABT) 0.3 $377k 4.8k 78.82
Amgen (AMGN) 0.2 $364k 1.8k 202.90
3M Company (MMM) 0.2 $362k 2.7k 136.45
Union Pacific Corporation (UNP) 0.2 $359k 2.5k 140.89
Abbvie (ABBV) 0.2 $351k 4.6k 76.29
Stryker Corporation (SYK) 0.2 $349k 2.1k 166.43
iShares MSCI ACWI ex US Index Fund (ACWX) 0.2 $346k 9.2k 37.70
iShares S&P SmallCap 600 Index (IJR) 0.2 $343k 6.1k 56.18
McDonald's Corporation (MCD) 0.2 $314k 1.9k 165.09
Automatic Data Processing (ADP) 0.2 $289k 2.1k 136.71
General Electric Company 0.2 $286k 36k 7.95
Chevron Corporation (CVX) 0.2 $284k 3.9k 72.54
Ball Corporation (BALL) 0.2 $279k 4.3k 64.76
Pepsi (PEP) 0.2 $272k 2.3k 120.30
Vanguard S&p 500 Etf idx (VOO) 0.2 $272k 1.1k 237.35
Bank of America Corporation (BAC) 0.2 $268k 13k 21.21
iShares NASDAQ Biotechnology Index (IBB) 0.2 $245k 2.3k 107.60
Bristol Myers Squibb (BMY) 0.2 $243k 4.4k 55.68
Berkshire Hathaway (BRK.B) 0.2 $243k 1.3k 182.84
Lowe's Companies (LOW) 0.1 $220k 2.6k 86.00
Oracle Corporation (ORCL) 0.1 $215k 4.5k 48.25
CSX Corporation (CSX) 0.1 $208k 3.6k 57.28
Schwab Strategic Tr us aggregate b (SCHZ) 0.1 $208k 3.8k 54.39
iShares Russell 1000 Value Index (IWD) 0.1 $205k 2.1k 99.37
Fulgent Genetics (FLGT) 0.1 $204k 19k 10.74
Boston Private Financial Holdings 0.1 $150k 21k 7.14