Financial Advisors

Financial Advisors as of June 30, 2020

Portfolio Holdings for Financial Advisors

Financial Advisors holds 62 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Min Vol Etf (USMV) 30.4 $55M 899k 60.63
Ishares Tr Msci Acwi Exus (HAWX) 19.5 $35M 1.4M 25.83
Ishares Tr Min Vol Eafe Etf (EFAV) 16.1 $29M 437k 66.06
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 8.9 $16M 244k 65.34
Microsoft Corporation (MSFT) 2.2 $4.0M 20k 203.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.0 $3.6M 49k 74.10
Ishares Tr Hdg Msci Eafe (HEFA) 1.8 $3.2M 114k 27.59
Ishares Tr Russell 2000 Etf (IWM) 1.6 $3.0M 21k 143.20
Ishares Tr Rus 1000 Grw Etf (IWF) 1.4 $2.5M 13k 191.98
Apple (AAPL) 1.2 $2.1M 5.8k 364.72
Ishares Tr Ultr Sh Trm Bd (ICSH) 1.0 $1.8M 36k 50.55
Ishares Tr Esg Msci Eafe (ESGD) 1.0 $1.8M 29k 60.57
Exxon Mobil Corporation (XOM) 0.6 $1.1M 25k 44.72
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.1M 761.00 1413.93
Johnson & Johnson (JNJ) 0.6 $1.1M 7.5k 140.67
Ishares Min Vol Gbl Etf (ACWV) 0.5 $916k 11k 87.62
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $727k 7.2k 101.61
Verizon Communications (VZ) 0.4 $715k 13k 55.14
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.4 $697k 14k 51.50
Amazon (AMZN) 0.4 $673k 244.00 2758.20
Analog Devices (ADI) 0.4 $672k 5.5k 122.67
Ishares Tr Core S&p500 Etf (IVV) 0.3 $627k 2.0k 309.94
Procter & Gamble Company (PG) 0.3 $622k 5.2k 119.48
Becton, Dickinson and (BDX) 0.3 $618k 2.6k 239.35
At&t (T) 0.3 $583k 19k 30.21
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $559k 10k 54.10
Intel Corporation (INTC) 0.3 $554k 9.3k 59.84
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $551k 11k 50.07
Alphabet Cap Stk Cl A (GOOGL) 0.3 $539k 380.00 1418.42
Home Depot (HD) 0.3 $527k 2.1k 250.24
Ishares Tr Msci Eafe Etf (EFA) 0.3 $506k 8.3k 60.82
Abbvie (ABBV) 0.3 $452k 4.6k 98.24
Abbott Laboratories (ABT) 0.2 $437k 4.8k 91.37
Union Pacific Corporation (UNP) 0.2 $432k 2.6k 169.15
Amgen (AMGN) 0.2 $423k 1.8k 235.79
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $417k 6.1k 68.27
Colgate-Palmolive Company (CL) 0.2 $416k 5.7k 73.24
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $390k 9.0k 43.26
3M Company (MMM) 0.2 $359k 2.3k 156.09
Raytheon Company 0.2 $358k 5.8k 61.68
Stryker Corporation (SYK) 0.2 $354k 2.0k 180.24
Toronto Dominion Bk Ont Com New (TD) 0.2 $351k 7.9k 44.62
Lowe's Companies (LOW) 0.2 $346k 2.6k 135.26
McDonald's Corporation (MCD) 0.2 $339k 1.8k 184.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $325k 1.1k 283.60
Automatic Data Processing (ADP) 0.2 $315k 2.1k 149.01
Ishares Tr Nasdaq Biotech (IBB) 0.2 $311k 2.3k 136.58
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.2 $308k 14k 22.66
Fulgent Genetics (FLGT) 0.2 $304k 19k 16.00
Bank of America Corporation (BAC) 0.2 $300k 13k 23.75
Pepsi (PEP) 0.2 $293k 2.2k 132.28
Ball Corporation (BALL) 0.2 $270k 3.9k 69.53
Chevron Corporation (CVX) 0.1 $256k 2.9k 89.23
CSX Corporation (CSX) 0.1 $253k 3.6k 69.68
Stanley Black & Decker (SWK) 0.1 $248k 1.8k 139.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $247k 1.4k 178.86
Oracle Corporation (ORCL) 0.1 $242k 4.4k 55.23
Ishares Tr Edge Msci Minm (SMMV) 0.1 $241k 8.3k 29.00
Bristol Myers Squibb (BMY) 0.1 $239k 4.1k 58.68
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $232k 2.1k 112.46
JPMorgan Chase & Co. (JPM) 0.1 $229k 2.4k 93.93
Disney Walt Com Disney (DIS) 0.1 $226k 2.0k 111.38