Seneca Financial Advisors

Seneca Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 49 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 19.1 $30M 199k 151.85
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 8.3 $13M 238k 55.56
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 7.5 $12M 181k 66.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.2 $11M 292k 38.98
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.9 $11M 166k 65.61
Vanguard Whitehall Fds High Div Yld (VYM) 5.6 $8.9M 82k 108.21
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 5.2 $8.3M 171k 48.24
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.9 $7.7M 327k 23.67
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.3 $5.1M 113k 45.65
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 3.1 $4.9M 107k 45.52
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.0 $4.7M 117k 40.51
Nordson Corporation (NDSN) 3.0 $4.7M 20k 237.72
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.9 $4.5M 141k 32.21
Ishares Tr Rus 1000 Etf (IWB) 2.5 $3.9M 19k 210.52
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 2.2 $3.5M 60k 58.69
Exxon Mobil Corporation (XOM) 1.5 $2.3M 21k 110.30
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $2.2M 49k 45.15
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.3 $2.1M 66k 31.47
Ishares Tr Russell 2000 Etf (IWM) 1.1 $1.7M 9.9k 174.36
Ishares Tr Rus 1000 Val Etf (IWD) 1.0 $1.5M 10k 151.65
Ishares Tr Jpmorgan Usd Emg (EMB) 0.9 $1.4M 17k 84.59
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $1.2M 5.7k 214.23
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $1.1M 16k 67.45
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $929k 11k 83.76
Ishares Tr Core S&p500 Etf (IVV) 0.6 $907k 2.4k 384.19
Apple (AAPL) 0.5 $860k 6.6k 129.94
Microsoft Corporation (MSFT) 0.5 $728k 3.0k 239.86
Paychex (PAYX) 0.4 $656k 5.7k 115.57
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $537k 19k 28.66
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $486k 6.0k 81.52
Amgen (AMGN) 0.3 $437k 1.7k 262.64
Vanguard Index Fds Value Etf (VTV) 0.3 $417k 3.0k 140.38
Broadstone Net Lease (BNL) 0.3 $410k 25k 16.21
Ishares Tr Eafe Value Etf (EFV) 0.3 $402k 8.8k 45.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $376k 984.00 382.30
Amazon (AMZN) 0.2 $354k 4.2k 84.00
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $327k 11k 29.69
AES Corporation (AES) 0.2 $299k 10k 28.76
Xylem (XYL) 0.2 $281k 2.5k 110.57
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $279k 1.4k 203.77
Ishares Tr Select Divid Etf (DVY) 0.2 $274k 2.3k 120.58
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $261k 5.3k 49.23
Ishares Tr Core Msci Eafe (IEFA) 0.2 $256k 4.2k 61.64
Ishares Msci Gbl Gold Mn (RING) 0.1 $223k 10k 22.33
Constellation Brands Cl A (STZ) 0.1 $215k 927.00 231.73
Nike CL B (NKE) 0.1 $214k 1.8k 116.98
Gra (GGG) 0.1 $202k 3.0k 67.26
Butterfly Network Com Cl A (BFLY) 0.1 $132k 54k 2.46
Athenex 0.0 $20k 138k 0.15