Seneca Financial Advisors

Seneca Financial Advisors as of March 31, 2023

Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 54 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 19.5 $30M 197k 154.01
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 8.8 $14M 210k 65.17
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 7.9 $12M 188k 65.58
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.0 $11M 162k 67.85
Vanguard Whitehall Fds High Div Yld (VYM) 5.7 $8.9M 84k 105.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.4 $8.5M 209k 40.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.5 $7.0M 201k 34.80
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.3 $6.7M 138k 48.79
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.1 $6.3M 257k 24.52
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.8 $4.4M 104k 41.93
Ishares Tr Rus 1000 Etf (IWB) 2.7 $4.2M 19k 225.23
Nordson Corporation (NDSN) 2.6 $4.1M 18k 222.26
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 1.9 $3.0M 51k 58.96
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.8 $2.8M 61k 46.55
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.8 $2.8M 60k 46.91
Exxon Mobil Corporation (XOM) 1.5 $2.3M 21k 109.66
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $2.2M 45k 48.37
Ishares Tr Rus 1000 Val Etf (IWD) 1.1 $1.8M 12k 152.26
Ishares Tr Eafe Value Etf (EFV) 1.1 $1.7M 36k 48.53
Ishares Tr Russell 2000 Etf (IWM) 1.1 $1.7M 9.7k 178.40
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.1 $1.7M 50k 33.71
Apple (AAPL) 0.9 $1.4M 8.5k 164.90
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $1.2M 5.0k 244.33
Microsoft Corporation (MSFT) 0.7 $1.1M 4.0k 288.31
Ishares Tr Core S&p500 Etf (IVV) 0.6 $972k 2.4k 410.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $957k 4.7k 204.10
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $940k 13k 69.92
Vaneck Etf Trust Gold Miners Etf (GDX) 0.6 $879k 27k 32.35
Broadstone Net Lease (BNL) 0.5 $819k 48k 17.01
Wells Fargo & Company (WFC) 0.5 $795k 21k 37.38
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $766k 8.2k 93.68
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $671k 7.8k 86.28
Paychex (PAYX) 0.4 $651k 5.7k 114.59
Moody's Corporation (MCO) 0.4 $643k 2.1k 306.02
Pepsi (PEP) 0.4 $635k 3.5k 182.28
Vanguard Index Fds Growth Etf (VUG) 0.3 $433k 1.7k 249.44
Amgen (AMGN) 0.3 $418k 1.7k 241.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $403k 984.00 409.30
Amazon (AMZN) 0.3 $393k 3.8k 103.29
Bristol Myers Squibb (BMY) 0.2 $373k 5.4k 69.31
Vanguard Index Fds Value Etf (VTV) 0.2 $373k 2.7k 138.10
TJX Companies (TJX) 0.2 $342k 4.4k 78.36
Walt Disney Company (DIS) 0.2 $319k 3.2k 100.12
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $318k 1.5k 210.90
Ishares Tr Core Msci Eafe (IEFA) 0.2 $278k 4.2k 66.85
Ishares Tr Select Divid Etf (DVY) 0.2 $268k 2.3k 117.16
Nike CL B (NKE) 0.2 $266k 2.2k 122.61
Xylem (XYL) 0.2 $266k 2.5k 104.70
AES Corporation (AES) 0.2 $250k 10k 24.08
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $244k 4.8k 50.44
McDonald's Corporation (MCD) 0.2 $236k 844.00 279.59
Gra (GGG) 0.1 $219k 3.0k 73.01
Constellation Brands Cl A (STZ) 0.1 $210k 930.00 225.92
Butterfly Network Com Cl A (BFLY) 0.1 $101k 54k 1.88