Seneca Financial Advisors

Seneca Financial Advisors as of March 31, 2022

Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 45 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 20.7 $34M 210k 162.16
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 11.0 $18M 241k 74.82
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 9.8 $16M 212k 75.86
Schwab Strategic Tr Intrm Trm Tres (SCHR) 7.2 $12M 223k 53.25
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.7 $9.3M 131k 71.39
Vanguard Whitehall Fds High Div Yld (VYM) 5.4 $8.8M 79k 112.25
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.0 $8.2M 297k 27.77
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.9 $6.4M 136k 47.36
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 3.9 $6.3M 94k 67.39
Ishares Tr Rus 1000 Etf (IWB) 3.0 $4.9M 19k 250.07
Nordson Corporation (NDSN) 2.8 $4.5M 20k 227.08
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.6 $4.3M 116k 36.72
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.2 $3.7M 68k 53.85
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.1 $3.4M 69k 49.54
Ishares Tr Russell 2000 Etf (IWM) 1.6 $2.6M 13k 205.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $2.3M 50k 46.13
Ishares Tr Eafe Grwth Etf (EFG) 1.1 $1.8M 19k 96.27
Exxon Mobil Corporation (XOM) 1.1 $1.7M 21k 82.59
Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $1.4M 18k 78.04
Broadstone Net Lease (BNL) 0.8 $1.4M 64k 21.78
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $1.3M 7.7k 165.97
Apple (AAPL) 0.7 $1.2M 6.8k 174.61
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.7 $1.1M 29k 38.35
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.1M 2.4k 453.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.0M 3.6k 277.62
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $1.0M 26k 37.97
Microsoft Corporation (MSFT) 0.6 $936k 3.0k 308.29
Paychex (PAYX) 0.5 $802k 5.9k 136.48
Amazon (AMZN) 0.3 $558k 171.00 3259.95
Alphabet Cap Stk Cl C (GOOG) 0.3 $497k 178.00 2792.99
Tesla Motors (TSLA) 0.3 $446k 414.00 1077.60
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $411k 1.7k 237.80
Amgen (AMGN) 0.2 $409k 1.7k 241.82
Ishares Tr Select Divid Etf (DVY) 0.2 $286k 2.2k 128.12
Ishares Tr Core Msci Eafe (IEFA) 0.2 $286k 4.1k 69.50
AES Corporation (AES) 0.2 $268k 10k 25.73
Butterfly Network Com Cl A (BFLY) 0.2 $255k 54k 4.76
Nike CL B (NKE) 0.1 $246k 1.8k 134.53
Constellation Brands Cl A (STZ) 0.1 $225k 975.00 230.39
Xylem (XYL) 0.1 $217k 2.5k 85.26
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $213k 3.4k 62.91
Gra (GGG) 0.1 $209k 3.0k 69.72
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $208k 1.1k 187.88
Pepsi (PEP) 0.1 $207k 1.2k 167.32
Athenex 0.1 $114k 138k 0.83