Highland Financial Advisors

Highland Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Highland Financial Advisors

Highland Financial Advisors holds 57 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 11.1 $32M 464k 68.94
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 9.2 $27M 127k 210.45
American Centy Etf Tr Us Eqt Etf (AVUS) 9.2 $27M 273k 96.93
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 8.9 $26M 636k 40.49
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 7.7 $22M 217k 103.30
American Centy Etf Tr Intl Eqt Etf (AVDE) 6.9 $20M 326k 61.37
American Centy Etf Tr Avantis Core Fi (AVIG) 6.9 $20M 492k 40.57
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.5 $16M 164k 96.53
Goldman Sachs Etf Tr Innovat Eq Etf (GINN) 5.1 $15M 240k 61.55
Ishares Tr Rus 1000 Grw Etf (IWF) 3.8 $11M 28k 401.59
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.5 $10M 100k 100.32
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $7.4M 26k 289.80
Ishares Gold Tr Ishares New (IAU) 2.5 $7.1M 143k 49.51
American Centy Etf Tr Avantis Respon U (AVSU) 2.3 $6.6M 100k 66.12
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.0 $5.7M 97k 58.79
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 1.6 $4.5M 152k 29.60
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.2 $3.5M 127k 27.87
Ishares Tr Msci India Sm Cp (SMIN) 0.8 $2.4M 31k 76.44
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $2.3M 18k 127.61
Ishares U S Etf Tr Short Maturity M (MEAR) 0.7 $2.0M 40k 49.96
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.6 $1.9M 23k 81.57
American Centy Etf Tr Avantis Responsi (AVSD) 0.6 $1.8M 32k 55.67
JPMorgan Chase & Co. (JPM) 0.6 $1.7M 7.3k 239.76
Apple (AAPL) 0.6 $1.7M 6.9k 250.44
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.5M 21k 70.29
Amazon (AMZN) 0.5 $1.3M 6.0k 219.39
American Centy Etf Tr Avantis Responsi (AVSE) 0.3 $925k 18k 50.44
Eli Lilly & Co. (LLY) 0.3 $792k 1.0k 771.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $715k 1.6k 453.11
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $635k 25k 25.39
Tesla Motors (TSLA) 0.2 $612k 1.5k 403.96
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $606k 6.9k 87.27
Microsoft Corporation (MSFT) 0.2 $528k 1.3k 421.39
Visa Com Cl A (V) 0.2 $517k 1.6k 316.01
Ishares Tr Esg Scrnd S&p500 (XVV) 0.2 $508k 11k 45.34
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $493k 14k 34.59
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $489k 9.8k 49.76
Vanguard Index Fds Value Etf (VTV) 0.2 $468k 2.8k 169.38
Meta Platforms Cl A (META) 0.1 $433k 740.00 585.14
Ishares Tr Core S&p500 Etf (IVV) 0.1 $403k 684.00 589.18
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $297k 6.4k 46.49
NVIDIA Corporation (NVDA) 0.1 $282k 2.1k 134.41
Ishares Tr Esg Aware Msci (ESML) 0.1 $264k 6.3k 42.12
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $255k 11k 24.11
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $254k 11k 23.95
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $253k 10k 24.90
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $253k 11k 22.77
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $252k 11k 22.85
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $251k 11k 22.20
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $250k 11k 21.87
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $249k 12k 21.29
Vanguard World Inf Tech Etf (VGT) 0.1 $244k 392.00 622.45
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $242k 6.0k 40.27
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $239k 7.8k 30.76
Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $218k 3.0k 71.57
Alphabet Cap Stk Cl C (GOOG) 0.1 $204k 1.1k 190.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $200k 391.00 511.51