Seneca Financial Advisors

Seneca Financial Advisors as of Sept. 30, 2022

Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 44 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 19.9 $28M 206k 135.16
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 11.8 $17M 297k 55.81
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 9.8 $14M 226k 60.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 8.2 $12M 315k 36.49
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 7.0 $9.8M 167k 58.51
Vanguard Whitehall Fds High Div Yld (VYM) 5.5 $7.7M 81k 94.88
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.1 $5.7M 152k 37.80
Nordson Corporation (NDSN) 3.0 $4.2M 20k 212.27
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 3.0 $4.2M 79k 53.35
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.0 $4.2M 187k 22.40
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.9 $4.1M 84k 48.26
Ishares Tr Rus 1000 Etf (IWB) 2.7 $3.8M 19k 197.33
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.5 $3.5M 124k 28.13
Ishares Tr Russell 2000 Etf (IWM) 1.5 $2.0M 12k 164.92
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $1.9M 45k 42.35
Exxon Mobil Corporation (XOM) 1.3 $1.9M 21k 87.31
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.1 $1.5M 55k 27.75
Ishares Tr Rus 1000 Val Etf (IWD) 1.0 $1.4M 10k 135.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $1.3M 6.2k 210.38
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.9 $1.2M 27k 45.09
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $1.1M 18k 62.15
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $1.0M 14k 72.56
Apple (AAPL) 0.7 $935k 6.8k 138.19
Ishares Tr Core S&p500 Etf (IVV) 0.6 $846k 2.4k 358.68
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $724k 16k 45.31
Microsoft Corporation (MSFT) 0.5 $710k 3.1k 232.89
Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $697k 29k 24.12
Broadstone Net Lease (BNL) 0.5 $690k 44k 15.53
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.5 $674k 14k 49.14
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $648k 8.2k 79.40
Paychex (PAYX) 0.5 $636k 5.7k 112.21
Amazon (AMZN) 0.3 $377k 3.3k 113.00
Amgen (AMGN) 0.3 $375k 1.7k 225.40
Tesla Motors (TSLA) 0.2 $298k 1.1k 265.25
Butterfly Network Com Cl A (BFLY) 0.2 $252k 54k 4.70
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $245k 1.3k 187.93
Ishares Tr Select Divid Etf (DVY) 0.2 $241k 2.2k 107.22
AES Corporation (AES) 0.2 $235k 10k 22.60
Xylem (XYL) 0.2 $222k 2.5k 87.36
Ishares Tr Core Msci Eafe (IEFA) 0.2 $218k 4.1k 52.67
Alphabet Cap Stk Cl C (GOOG) 0.2 $215k 2.2k 96.15
Constellation Brands Cl A (STZ) 0.2 $212k 924.00 229.70
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $206k 8.0k 25.80
Athenex 0.0 $37k 138k 0.27