Highland Financial Advisors

Highland Financial Advisors as of March 31, 2025

Portfolio Holdings for Highland Financial Advisors

Highland Financial Advisors holds 53 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 11.3 $32M 481k 65.76
American Centy Etf Tr Us Eqt Etf (AVUS) 9.4 $26M 285k 92.38
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 9.3 $26M 679k 38.44
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 9.2 $26M 133k 193.02
American Centy Etf Tr Avantis Core Fi (AVIG) 7.5 $21M 504k 41.39
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 7.3 $20M 220k 92.79
American Centy Etf Tr Intl Eqt Etf (AVDE) 6.0 $17M 252k 66.27
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.4 $15M 173k 87.17
Goldman Sachs Etf Tr Innovat Eq Etf (GINN) 4.9 $14M 232k 58.87
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.7 $10M 102k 100.67
Ishares Tr Rus 1000 Grw Etf (IWF) 3.4 $9.6M 27k 361.09
Ishares Gold Tr Ishares New (IAU) 2.8 $7.8M 132k 58.96
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $7.7M 28k 274.84
American Centy Etf Tr Avantis Respon U (AVSU) 2.3 $6.3M 101k 62.36
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.1 $5.9M 99k 60.17
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 1.7 $4.8M 161k 29.54
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.2 $3.4M 135k 25.04
Ishares Tr Msci India Sm Cp (SMIN) 0.9 $2.5M 37k 68.09
Ishares U S Etf Tr Short Maturity M (MEAR) 0.7 $2.0M 39k 50.24
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $1.8M 14k 128.96
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.6 $1.6M 22k 71.97
American Centy Etf Tr Avantis Responsi (AVSD) 0.6 $1.5M 26k 59.98
Ishares Tr Esg Msci Usa Etf (USXF) 0.5 $1.5M 32k 46.67
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.5M 19k 75.65
Apple (AAPL) 0.5 $1.4M 6.3k 222.13
Ishares Tr Esg Scrnd S&p Sm (XJR) 0.4 $1.1M 30k 37.62
JPMorgan Chase & Co. (JPM) 0.4 $1.1M 4.5k 245.28
Vanguard World Inf Tech Etf (VGT) 0.4 $990k 1.8k 542.38
American Centy Etf Tr Avantis Responsi (AVSE) 0.3 $940k 18k 51.38
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $863k 11k 78.40
Amazon (AMZN) 0.3 $855k 4.5k 190.26
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $660k 26k 25.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $585k 1.1k 532.58
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $543k 2.1k 253.86
Vanguard Index Fds Value Etf (VTV) 0.2 $496k 2.9k 172.74
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $470k 14k 32.99
Meta Platforms Cl A (META) 0.2 $427k 740.00 576.36
Ishares Tr Esg Scrnd S&p500 (XVV) 0.1 $415k 9.7k 42.78
Microsoft Corporation (MSFT) 0.1 $388k 1.0k 375.26
Ishares Tr Core S&p500 Etf (IVV) 0.1 $384k 684.00 561.90
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $366k 3.7k 97.95
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $328k 6.9k 47.48
Visa Com Cl A (V) 0.1 $323k 921.00 350.46
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $257k 11k 23.13
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $257k 10k 25.26
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $257k 11k 24.18
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $256k 11k 24.21
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $255k 12k 21.77
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $254k 11k 22.25
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $254k 11k 22.42
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $253k 11k 22.94
Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $241k 3.3k 72.39
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $219k 7.8k 28.15