Highland Financial Advisors

Highland Financial Advisors as of March 31, 2023

Portfolio Holdings for Highland Financial Advisors

Highland Financial Advisors holds 44 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 13.0 $24M 227k 105.50
Spdr Ser Tr Portfolio S&p500 (SPLG) 9.0 $17M 345k 48.15
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 8.2 $15M 525k 28.77
American Centy Etf Tr Us Eqt Etf (AVUS) 8.1 $15M 211k 70.88
American Centy Etf Tr Avantis Inflatin (AVIE) 5.5 $10M 183k 55.40
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 5.0 $9.3M 148k 62.89
American Centy Etf Tr Avantis Core Fi (AVIG) 5.0 $9.2M 219k 42.13
Ishares Gold Tr Ishares New (IAU) 4.5 $8.3M 222k 37.37
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.4 $8.2M 143k 57.03
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.4 $8.1M 153k 52.89
Ishares Tr Rus 1000 Grw Etf (IWF) 3.9 $7.1M 29k 244.31
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.6 $6.6M 90k 74.06
Goldman Sachs Etf Tr Innovat Eq Etf (GINN) 2.9 $5.3M 114k 46.39
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 2.5 $4.6M 91k 49.94
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $4.4M 22k 204.09
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $4.3M 51k 83.04
Ark Etf Tr Innovation Etf (ARKK) 2.0 $3.7M 92k 40.34
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.8 $3.3M 30k 109.61
American Centy Etf Tr Avantis Respon U (AVSU) 1.7 $3.1M 64k 48.30
Ishares Tr Core Msci Eafe (IEFA) 1.0 $1.8M 27k 66.86
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $1.6M 32k 50.66
Ishares U S Etf Tr Blackrock Short (MEAR) 0.9 $1.6M 32k 49.95
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $1.4M 21k 65.15
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.7 $1.4M 29k 46.47
Apple (AAPL) 0.5 $965k 5.9k 164.90
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $920k 9.2k 99.69
American Centy Etf Tr Avantis Responsi (AVSD) 0.5 $873k 17k 50.59
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $830k 8.3k 100.61
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $820k 36k 23.03
JPMorgan Chase & Co. (JPM) 0.4 $761k 5.8k 130.35
American Centy Etf Tr Avantis Responsi (AVSE) 0.3 $519k 12k 44.76
Amazon (AMZN) 0.3 $502k 4.9k 103.25
Microsoft Corporation (MSFT) 0.3 $472k 1.6k 288.51
Vanguard Index Fds Value Etf (VTV) 0.2 $447k 3.2k 138.01
Ishares Tr Self Drivng Ev (IDRV) 0.2 $436k 11k 38.32
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $427k 22k 19.79
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $414k 5.4k 76.12
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $371k 15k 25.50
Ishares Tr Esg Scrnd S&p500 (XVV) 0.2 $363k 12k 30.92
Ishares Core Msci Emkt (IEMG) 0.1 $268k 5.5k 48.86
NVIDIA Corporation (NVDA) 0.1 $259k 932.00 277.90
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $240k 4.9k 49.02
Visa Com Cl A (V) 0.1 $215k 953.00 225.60
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $201k 6.7k 30.07