Seneca Financial Advisors

Seneca Financial Advisors as of June 30, 2022

Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 43 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 20.0 $30M 207k 143.47
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 10.7 $16M 275k 57.99
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 9.6 $14M 227k 62.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 8.5 $13M 303k 41.65
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 6.4 $9.5M 152k 62.42
Vanguard Whitehall Fds High Div Yld (VYM) 5.4 $8.1M 79k 101.70
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.2 $6.3M 247k 25.38
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.8 $5.7M 147k 38.99
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 3.5 $5.2M 84k 61.69
Nordson Corporation (NDSN) 2.7 $4.1M 20k 202.44
Ishares Tr Rus 1000 Etf (IWB) 2.7 $4.0M 19k 207.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.5 $3.7M 117k 31.45
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.4 $3.6M 73k 49.19
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.8 $2.7M 53k 51.60
Ishares Tr Russell 2000 Etf (IWM) 1.4 $2.1M 13k 169.36
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $1.9M 43k 44.66
Exxon Mobil Corporation (XOM) 1.2 $1.8M 21k 85.64
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.0 $1.5M 47k 31.23
Ishares Tr Eafe Grwth Etf (EFG) 0.9 $1.3M 17k 80.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $1.3M 9.1k 144.97
Broadstone Net Lease (BNL) 0.9 $1.3M 64k 20.51
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.8 $1.2M 25k 47.81
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $1.2M 18k 64.66
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $1.2M 5.3k 218.68
Apple (AAPL) 0.6 $924k 6.8k 136.71
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $905k 19k 47.87
Ishares Tr Core S&p500 Etf (IVV) 0.6 $896k 2.4k 379.18
Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $791k 29k 27.38
Microsoft Corporation (MSFT) 0.5 $779k 3.0k 256.86
Paychex (PAYX) 0.4 $653k 5.7k 113.88
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $466k 5.5k 85.32
Amgen (AMGN) 0.3 $412k 1.7k 243.30
Alphabet Cap Stk Cl C (GOOG) 0.3 $389k 178.00 2187.45
Amazon (AMZN) 0.2 $354k 3.3k 106.21
Tesla Motors (TSLA) 0.2 $279k 414.00 673.42
Ishares Tr Select Divid Etf (DVY) 0.2 $264k 2.2k 117.67
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $257k 1.3k 196.99
Ishares Tr Core Msci Eafe (IEFA) 0.2 $246k 4.2k 58.85
AES Corporation (AES) 0.1 $219k 10k 21.01
Constellation Brands Cl A (STZ) 0.1 $215k 921.00 233.14
Pepsi (PEP) 0.1 $207k 1.2k 166.70
Butterfly Network Com Cl A (BFLY) 0.1 $164k 54k 3.07
Athenex 0.0 $56k 138k 0.41