Seneca Financial Advisors

Seneca Financial Advisors as of Dec. 31, 2020

Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 37 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 21.4 $28M 200k 141.17
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 11.0 $15M 113k 128.41
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 10.8 $14M 209k 68.18
Schwab Strategic Tr Intrm Trm Tres (SCHR) 7.8 $10M 177k 58.22
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 5.4 $7.1M 118k 60.34
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.3 $6.9M 116k 59.53
Vanguard Whitehall Fds High Div Yld (VYM) 4.5 $5.9M 64k 91.51
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.4 $5.8M 189k 30.65
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.3 $5.7M 64k 89.00
Nordson Corporation (NDSN) 3.7 $4.8M 24k 200.95
Ishares Tr Rus 1000 Etf (IWB) 3.4 $4.5M 21k 211.84
Ishares Tr Russell 2000 Etf (IWM) 1.8 $2.4M 12k 196.06
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.6 $2.1M 24k 90.95
Ishares Tr Eafe Grwth Etf (EFG) 1.5 $2.0M 20k 100.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.2 $1.6M 46k 36.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $1.6M 32k 50.11
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $1.4M 6.0k 241.12
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $1.4M 20k 68.55
Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $1.2M 9.1k 136.73
Athenex 0.9 $1.2M 112k 11.06
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $1.1M 22k 51.39
Exxon Mobil Corporation (XOM) 0.7 $900k 22k 41.22
Ishares Tr Core S&p500 Etf (IVV) 0.7 $876k 2.3k 375.46
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.6 $725k 20k 36.02
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $720k 19k 37.65
Apple (AAPL) 0.4 $571k 4.3k 132.70
Xylem (XYL) 0.4 $552k 5.4k 101.79
Paychex (PAYX) 0.4 $536k 5.7k 93.17
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $419k 6.5k 64.14
Amgen (AMGN) 0.3 $388k 1.7k 229.92
Amazon (AMZN) 0.2 $316k 97.00 3256.93
Ishares Tr Core Msci Eafe (IEFA) 0.2 $281k 4.1k 69.08
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $276k 1.3k 212.23
Microsoft Corporation (MSFT) 0.2 $268k 1.2k 222.38
AES Corporation (AES) 0.2 $244k 10k 23.50
Gra (GGG) 0.2 $240k 3.3k 72.34
Tesla Motors (TSLA) 0.2 $227k 321.00 705.67