Highland Financial Advisors

Highland Financial Advisors as of June 30, 2025

Portfolio Holdings for Highland Financial Advisors

Highland Financial Advisors holds 54 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 11.3 $35M 486k 72.69
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 10.1 $32M 139k 227.10
American Centy Etf Tr Us Eqt Etf (AVUS) 9.6 $30M 296k 100.82
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 9.4 $29M 694k 42.36
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 7.8 $24M 223k 109.20
American Centy Etf Tr Avantis Core Fi (AVIG) 6.8 $21M 508k 41.62
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.4 $17M 227k 74.01
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.3 $17M 181k 91.10
Goldman Sachs Etf Tr Innovat Eq Etf (GINN) 5.0 $16M 230k 67.38
Ishares Tr Rus 1000 Grw Etf (IWF) 3.6 $11M 26k 424.58
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.3 $10M 102k 100.69
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $8.3M 27k 303.92
American Centy Etf Tr Avantis Respon U (AVSU) 2.6 $8.1M 117k 68.60
Ishares Gold Tr Ishares New (IAU) 2.4 $7.6M 122k 62.36
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.2 $6.8M 99k 68.54
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 1.7 $5.3M 155k 34.18
Ishares Tr Msci India Sm Cp (SMIN) 0.9 $2.8M 37k 77.18
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $2.5M 86k 29.21
Ishares Tr Esg Msci Usa Etf (USXF) 0.7 $2.1M 38k 53.93
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.7 $2.1M 22k 93.99
Ishares U S Etf Tr Short Maturity M (MEAR) 0.6 $2.0M 40k 50.27
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.6M 19k 83.48
American Centy Etf Tr Avantis Responsi (AVSD) 0.5 $1.6M 23k 67.55
Vanguard World Inf Tech Etf (VGT) 0.5 $1.6M 2.3k 663.28
Ishares Tr Esg Select Scree (XJR) 0.5 $1.5M 38k 39.55
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $1.4M 10k 133.30
Apple (AAPL) 0.4 $1.3M 6.4k 205.18
JPMorgan Chase & Co. (JPM) 0.4 $1.3M 4.5k 289.92
American Centy Etf Tr Avantis Responsi (AVSE) 0.4 $1.2M 21k 58.63
Amazon (AMZN) 0.3 $985k 4.5k 219.39
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.3 $899k 11k 79.76
Dimensional Etf Trust World Equity Etf (DFAW) 0.3 $844k 13k 67.08
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $799k 17k 47.54
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $739k 26k 28.95
Ishares Tr Esg Select Scre (XVV) 0.2 $569k 12k 47.69
Meta Platforms Cl A (META) 0.2 $546k 740.00 738.09
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $515k 14k 35.84
Microsoft Corporation (MSFT) 0.2 $514k 1.0k 497.28
Vanguard Index Fds Value Etf (VTV) 0.2 $495k 2.8k 176.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $453k 933.00 485.77
Ishares Tr Core S&p500 Etf (IVV) 0.1 $425k 684.00 620.90
Visa Com Cl A (V) 0.1 $327k 921.00 355.05
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $259k 11k 23.33
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $258k 10k 25.42
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $257k 11k 24.27
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $256k 11k 24.25
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $256k 12k 21.92
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $256k 11k 22.36
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $254k 11k 22.49
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $253k 11k 22.93
Tesla Motors (TSLA) 0.1 $248k 781.00 317.66
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $229k 7.8k 29.43
Ishares Core Msci Emkt (IEMG) 0.1 $201k 3.3k 60.04
Cbre Clarion Global Real Estat re (IGR) 0.0 $61k 12k 5.29