Seneca Financial Advisors

Seneca Financial Advisors as of March 31, 2021

Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 40 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 21.5 $31M 207k 147.08
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 10.9 $15M 207k 74.43
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 10.6 $15M 116k 129.78
Schwab Strategic Tr Intrm Trm Tres (SCHR) 8.3 $12M 210k 56.41
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 5.5 $7.8M 119k 66.12
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.5 $7.8M 119k 65.28
Vanguard Whitehall Fds High Div Yld (VYM) 4.8 $6.8M 67k 101.09
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.6 $6.5M 65k 99.67
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.2 $5.9M 186k 31.78
Ishares Tr Rus 1000 Etf (IWB) 3.2 $4.6M 20k 223.83
Nordson Corporation (NDSN) 3.2 $4.6M 23k 198.68
Ishares Tr Russell 2000 Etf (IWM) 1.7 $2.5M 11k 220.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.7 $2.4M 25k 96.03
Ishares Tr Eafe Grwth Etf (EFG) 1.4 $2.0M 20k 100.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.3 $1.9M 50k 37.62
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $1.6M 31k 52.05
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.1 $1.5M 29k 51.31
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $1.5M 20k 73.93
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $1.4M 5.8k 243.02
Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $1.3M 8.3k 151.56
Exxon Mobil Corporation (XOM) 0.8 $1.2M 21k 55.83
Ishares Tr Core S&p500 Etf (IVV) 0.7 $929k 2.3k 397.89
Apple (AAPL) 0.5 $677k 5.5k 122.15
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $676k 17k 39.42
Athenex 0.4 $591k 138k 4.30
Paychex (PAYX) 0.4 $579k 5.9k 98.02
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.4 $566k 17k 32.50
Xylem (XYL) 0.4 $558k 5.3k 105.18
Amgen (AMGN) 0.3 $420k 1.7k 248.81
Amazon (AMZN) 0.3 $393k 127.00 3094.08
Monro Muffler Brake (MNRO) 0.3 $385k 5.9k 65.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $363k 5.0k 72.92
Microsoft Corporation (MSFT) 0.2 $309k 1.3k 235.70
Ishares Tr Core Msci Eafe (IEFA) 0.2 $293k 4.1k 72.04
AES Corporation (AES) 0.2 $279k 10k 26.81
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $274k 1.3k 218.08
Gra (GGG) 0.2 $238k 3.3k 71.61
Tesla Motors (TSLA) 0.2 $228k 342.00 667.93
JPMorgan Chase & Co. (JPM) 0.1 $211k 1.4k 152.19
Constellation Brands Cl A (STZ) 0.1 $207k 907.00 227.99