Highland Financial Advisors

Highland Financial Advisors as of March 31, 2024

Portfolio Holdings for Highland Financial Advisors

Highland Financial Advisors holds 54 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 11.9 $30M 246k 120.99
Spdr Ser Tr Portfolio S&p500 (SPLG) 9.3 $23M 378k 61.53
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 9.0 $22M 259k 86.67
American Centy Etf Tr Us Eqt Etf (AVUS) 8.2 $20M 228k 89.50
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 7.8 $19M 531k 36.54
American Centy Etf Tr Intl Eqt Etf (AVDE) 6.6 $16M 258k 63.74
American Centy Etf Tr Avantis Core Fi (AVIG) 6.3 $16M 384k 41.25
Ishares Tr 0-3 Mnth Treasry (SGOV) 5.0 $12M 123k 100.71
Goldman Sachs Etf Tr Innovat Eq Etf (GINN) 4.4 $11M 194k 56.13
Ishares Tr Rus 1000 Grw Etf (IWF) 3.9 $9.7M 29k 337.04
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.7 $9.4M 100k 93.71
Ishares Gold Tr Ishares New (IAU) 3.3 $8.1M 194k 42.01
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $6.7M 26k 259.90
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.1 $5.1M 89k 57.96
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.0 $5.1M 47k 108.92
American Centy Etf Tr Avantis Respon U (AVSU) 1.5 $3.8M 62k 61.43
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 1.5 $3.7M 119k 31.10
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.2 $2.9M 32k 92.73
Ishares Tr Core Msci Eafe (IEFA) 0.8 $2.0M 27k 74.21
Ishares Tr Msci India Sm Cp (SMIN) 0.7 $1.8M 26k 70.28
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $1.7M 34k 50.60
Ishares U S Etf Tr Blackrock Short (MEAR) 0.7 $1.7M 34k 50.12
American Centy Etf Tr Avantis Responsi (AVSD) 0.6 $1.6M 27k 56.94
JPMorgan Chase & Co. (JPM) 0.6 $1.4M 7.0k 200.26
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.5 $1.4M 29k 46.53
Apple (AAPL) 0.4 $1.0M 5.9k 171.47
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.4 $1.0M 16k 62.06
Amazon (AMZN) 0.3 $848k 4.7k 180.35
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $813k 8.3k 98.00
American Centy Etf Tr Avantis Responsi (AVSE) 0.3 $753k 15k 49.06
Ark Etf Tr Innovation Etf (ARKK) 0.3 $692k 14k 50.10
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $572k 23k 24.72
Vanguard Index Fds Value Etf (VTV) 0.2 $523k 3.2k 162.73
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $469k 5.4k 86.55
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $455k 14k 31.92
Ishares Tr Esg Scrnd S&p500 (XVV) 0.2 $422k 11k 40.31
Ishares Core Msci Emkt (IEMG) 0.2 $415k 8.0k 51.56
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $396k 4.8k 82.93
Microsoft Corporation (MSFT) 0.2 $386k 918.00 420.48
Meta Platforms Cl A (META) 0.1 $359k 740.00 485.14
Automatic Data Processing (ADP) 0.1 $323k 1.3k 249.61
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $300k 22k 13.97
Ishares Tr Self Drivng Ev (IDRV) 0.1 $271k 8.6k 31.37
Visa Com Cl A (V) 0.1 $257k 921.00 279.04
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $254k 11k 22.86
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $253k 10k 24.90
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $252k 11k 23.83
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $252k 11k 23.76
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $252k 12k 21.54
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $251k 11k 21.96
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $251k 11k 22.20
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $250k 11k 22.67
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $244k 5.2k 47.10
Ishares Tr Esg Adv Invt Gra (ELQD) 0.1 $208k 2.5k 82.08