Financial Advisors

Financial Advisors as of Sept. 30, 2020

Portfolio Holdings for Financial Advisors

Financial Advisors holds 70 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Min Vol (USMV) 29.6 $56M 882k 63.73
Ishares Tr Msci Acwi Exus (HAWX) 19.3 $37M 1.4M 26.54
Ishares Tr Msci Eafe Min Vl (EFAV) 16.0 $31M 447k 68.13
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 9.1 $17M 254k 68.32
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.2 $4.3M 53k 80.62
Microsoft Corporation (MSFT) 2.2 $4.2M 20k 210.32
Ishares Tr Hdg Msci Eafe (HEFA) 1.7 $3.1M 114k 27.54
Ishares Tr Russell 2000 Etf (IWM) 1.6 $3.1M 21k 149.80
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $2.8M 13k 216.88
Apple (AAPL) 1.4 $2.7M 24k 115.80
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.0 $2.0M 31k 63.47
Johnson & Johnson (JNJ) 0.6 $1.1M 7.6k 148.94
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.1M 767.00 1469.36
Intel Corporation (INTC) 0.5 $997k 19k 51.77
Ishares Msci Gbl Min Vol (ACWV) 0.5 $911k 9.9k 91.89
Exxon Mobil Corporation (XOM) 0.5 $876k 26k 34.35
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $841k 7.3k 115.22
Ishares Tr Core S&p500 Etf (IVV) 0.4 $792k 2.4k 336.02
Verizon Communications (VZ) 0.4 $772k 13k 59.51
Amazon (AMZN) 0.4 $768k 244.00 3147.54
Procter & Gamble Company (PG) 0.4 $724k 5.2k 139.02
Analog Devices (ADI) 0.3 $613k 5.3k 116.70
Becton, Dickinson and (BDX) 0.3 $605k 2.6k 232.51
Fulgent Genetics (FLGT) 0.3 $601k 15k 40.07
Home Depot (HD) 0.3 $585k 2.1k 277.78
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $581k 11k 52.20
Ishares Tr Msci Eafe Etf (EFA) 0.3 $569k 8.9k 63.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $563k 10k 54.49
Alphabet Cap Stk Cl A (GOOGL) 0.3 $557k 380.00 1465.79
At&t (T) 0.3 $552k 19k 28.53
Abbott Laboratories (ABT) 0.3 $537k 4.9k 108.86
Union Pacific Corporation (UNP) 0.3 $504k 2.6k 196.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $500k 1.8k 277.78
Amgen (AMGN) 0.2 $456k 1.8k 254.18
Lam Research Corporation (LRCX) 0.2 $448k 1.4k 331.85
Colgate-Palmolive Company (CL) 0.2 $439k 5.7k 77.23
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $437k 8.5k 51.57
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $429k 6.1k 70.21
Lowe's Companies (LOW) 0.2 $424k 2.6k 165.75
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $415k 9.0k 46.03
Stryker Corporation (SYK) 0.2 $415k 2.0k 208.33
McDonald's Corporation (MCD) 0.2 $413k 1.9k 219.56
Abbvie (ABBV) 0.2 $403k 4.6k 87.59
3M Company (MMM) 0.2 $368k 2.3k 160.00
Toronto Dominion Bk Ont Com New (TD) 0.2 $364k 7.9k 46.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $353k 1.1k 307.76
Raytheon Technologies Corp (RTX) 0.2 $334k 5.8k 57.55
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.2 $327k 14k 24.06
Ball Corporation (BALL) 0.2 $323k 3.9k 83.18
Pepsi (PEP) 0.2 $314k 2.3k 138.39
Ishares Tr Nasdaq Biotech (IBB) 0.2 $306k 2.3k 135.28
Bank of America Corporation (BAC) 0.2 $304k 13k 24.06
Automatic Data Processing (ADP) 0.2 $295k 2.1k 139.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $294k 1.4k 212.89
Stanley Black & Decker (SWK) 0.2 $288k 1.8k 162.16
CSX Corporation (CSX) 0.1 $282k 3.6k 77.66
Oracle Corporation (ORCL) 0.1 $262k 4.4k 59.79
Disney Walt Com Disney (DIS) 0.1 $255k 2.1k 123.91
Nike CL B (NKE) 0.1 $254k 2.0k 125.74
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.1 $252k 8.6k 29.20
Bristol Myers Squibb (BMY) 0.1 $246k 4.1k 60.29
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $244k 2.1k 118.27
Cisco Systems (CSCO) 0.1 $238k 6.0k 39.41
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $226k 831.00 271.96
Thermo Fisher Scientific (TMO) 0.1 $215k 488.00 440.57
JPMorgan Chase & Co. (JPM) 0.1 $214k 2.2k 96.40
Wal-Mart Stores (WMT) 0.1 $211k 1.5k 140.01
Chevron Corporation (CVX) 0.1 $207k 2.9k 71.97
General Electric Company 0.1 $142k 23k 6.22
Boston Private Financial Holdings 0.1 $116k 21k 5.52