Us Financial Advisors

Us Financial Advisors as of March 31, 2021

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 143 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 8.6 $31M 138k 223.83
Ishares Tr Core S&p500 Etf (IVV) 5.9 $21M 53k 397.82
Ishares Tr Msci Eafe Etf (EFA) 5.6 $20M 267k 75.87
Vanguard Index Fds Small Cp Etf (VB) 4.6 $17M 77k 214.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.5 $16M 41k 396.31
Ishares Tr Core Us Aggbd Et (AGG) 4.2 $15M 133k 113.83
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 3.7 $13M 192k 69.28
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.3 $12M 93k 129.89
Vanguard Index Fds Mid Cap Etf (VO) 3.3 $12M 54k 221.35
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.0 $11M 125k 86.25
Ishares Tr Rus 1000 Grw Etf (IWF) 2.7 $9.6M 39k 243.03
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $9.2M 99k 93.03
Vanguard Index Fds Growth Etf (VUG) 2.4 $8.7M 34k 257.04
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.4 $8.5M 103k 82.50
Ishares Tr Msci Emg Mkt Etf (EEM) 2.2 $7.8M 146k 53.34
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.0 $7.3M 127k 57.12
Vanguard Index Fds Value Etf (VTV) 1.8 $6.3M 48k 131.45
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.7 $6.1M 120k 50.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.4 $5.2M 54k 96.71
Ishares Tr Mbs Etf (MBB) 1.4 $5.0M 46k 108.41
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 1.2 $4.3M 136k 31.93
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.2 $4.3M 89k 48.21
Thermo Fisher Scientific (TMO) 1.2 $4.2M 9.1k 456.33
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $3.7M 49k 74.44
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.0 $3.6M 73k 49.11
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.9 $3.3M 74k 45.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.1M 15k 206.72
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $3.1M 82k 37.62
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $2.9M 56k 51.54
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $2.8M 34k 82.20
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $2.8M 22k 128.37
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $2.7M 86k 31.78
Spdr Ser Tr S&p Kensho New (KOMP) 0.7 $2.6M 39k 67.70
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $2.6M 48k 54.68
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $2.5M 23k 108.90
Ishares Tr Msci Usa Value (VLUE) 0.7 $2.5M 24k 102.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $2.1M 5.7k 364.23
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $2.1M 7.5k 274.68
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $2.0M 31k 65.11
Apple (AAPL) 0.6 $2.0M 17k 122.18
Ishares Tr Tips Bd Etf (TIP) 0.5 $1.9M 15k 125.46
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.8M 12k 151.58
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.8M 32k 54.64
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.7M 16k 108.56
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.5M 21k 72.05
Microsoft Corporation (MSFT) 0.4 $1.5M 6.3k 235.71
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.4 $1.5M 28k 53.36
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $1.5M 47k 31.30
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $1.4M 16k 88.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.2M 24k 52.06
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $1.2M 21k 59.21
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.2M 13k 91.59
Union Pacific Corporation (UNP) 0.3 $1.2M 5.3k 220.35
Hartford Financial Services (HIG) 0.3 $1.1M 17k 66.81
Ishares Core Msci Emkt (IEMG) 0.3 $1.1M 17k 64.38
Boeing Company (BA) 0.3 $1.1M 4.2k 254.65
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $891k 6.1k 147.13
Ishares Tr Core Msci Total (IXUS) 0.2 $845k 12k 70.28
Blackstone Group Inc Com Cl A (BX) 0.2 $834k 11k 74.55
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $832k 18k 45.75
Select Sector Spdr Tr Technology (XLK) 0.2 $818k 6.2k 132.79
Exxon Mobil Corporation (XOM) 0.2 $771k 14k 55.87
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $758k 2.1k 358.39
Clorox Company (CLX) 0.2 $738k 3.8k 192.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $702k 4.2k 165.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $668k 7.9k 84.78
Johnson & Johnson (JNJ) 0.2 $632k 3.8k 164.37
General Motors Company (GM) 0.2 $623k 11k 57.50
Cheesecake Factory Incorporated (CAKE) 0.2 $618k 11k 58.55
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $617k 5.1k 121.70
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $615k 9.8k 62.66
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $594k 2.3k 260.30
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $584k 6.4k 90.80
MGM Resorts International. (MGM) 0.2 $551k 15k 38.01
Royal Caribbean Cruises (RCL) 0.1 $537k 6.3k 85.61
Amazon (AMZN) 0.1 $526k 170.00 3094.12
Pvh Corporation (PVH) 0.1 $505k 4.8k 105.71
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $501k 3.9k 129.96
Pepsi (PEP) 0.1 $501k 3.5k 141.45
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $494k 10k 49.19
Ishares Tr Russell 2000 Etf (IWM) 0.1 $493k 2.2k 220.98
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $492k 14k 34.06
Devon Energy Corporation (DVN) 0.1 $468k 21k 21.83
Moderna (MRNA) 0.1 $458k 3.5k 131.08
Constellation Brands Cl A (STZ) 0.1 $456k 2.0k 228.00
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $456k 3.2k 141.26
Spirit Airlines (SAVEQ) 0.1 $449k 12k 36.91
Northrop Grumman Corporation (NOC) 0.1 $447k 1.4k 323.44
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $445k 4.5k 98.45
Brinker International (EAT) 0.1 $444k 6.3k 71.04
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $439k 1.7k 252.44
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $439k 3.8k 116.66
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $437k 2.5k 176.92
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $433k 5.5k 79.09
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.1 $432k 5.4k 80.00
Chevron Corporation (CVX) 0.1 $413k 3.9k 104.72
JPMorgan Chase & Co. (JPM) 0.1 $386k 2.5k 152.39
Ishares Tr Eafe Value Etf (EFV) 0.1 $377k 7.4k 51.03
Bridgebio Pharma (BBIO) 0.1 $370k 6.0k 61.67
Select Sector Spdr Tr Communication (XLC) 0.1 $362k 4.9k 73.29
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $355k 3.5k 100.60
Park Hotels & Resorts Inc-wi (PK) 0.1 $355k 16k 21.61
W.R. Berkley Corporation (WRB) 0.1 $349k 4.6k 75.31
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $345k 725.00 475.86
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $338k 4.9k 68.83
Spdr Ser Tr S&p 600 Sml Cap 0.1 $337k 3.6k 94.08
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $336k 6.2k 53.95
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $335k 3.3k 101.03
First Tr Value Line Divid In SHS (FVD) 0.1 $332k 8.7k 37.96
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $331k 7.8k 42.25
Raytheon Technologies Corp (RTX) 0.1 $328k 4.2k 77.30
Alphabet Cap Stk Cl A (GOOGL) 0.1 $324k 157.00 2063.69
Macy's (M) 0.1 $324k 20k 16.20
Delta Air Lines Inc Del Com New (DAL) 0.1 $322k 6.7k 48.30
Wynn Resorts (WYNN) 0.1 $318k 2.5k 125.54
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $303k 1.8k 167.87
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $301k 3.1k 98.11
Trane Technologies SHS (TT) 0.1 $298k 1.8k 165.56
Cisco Systems (CSCO) 0.1 $297k 5.8k 51.65
Intel Corporation (INTC) 0.1 $293k 4.6k 64.02
Wells Fargo & Company (WFC) 0.1 $292k 7.5k 39.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $289k 906.00 318.98
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $289k 4.6k 62.81
Comcast Corp Cl A (CMCSA) 0.1 $278k 5.1k 54.15
Spdr Ser Tr Spdr Bloomberg (BIL) 0.1 $269k 2.9k 91.62
Bank of America Corporation (BAC) 0.1 $266k 6.9k 38.66
Procter & Gamble Company (PG) 0.1 $261k 1.9k 135.44
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $258k 3.0k 86.43
Steel Dynamics (STLD) 0.1 $257k 5.1k 50.69
Walt Disney Company (DIS) 0.1 $249k 1.4k 184.17
Norfolk Southern (NSC) 0.1 $238k 888.00 268.02
Darden Restaurants (DRI) 0.1 $237k 1.7k 142.26
General Electric Company 0.1 $230k 18k 13.14
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.1 $229k 942.00 243.10
Tesla Motors (TSLA) 0.1 $226k 338.00 668.64
Spdr Ser Tr S&p Biotech (XBI) 0.1 $222k 1.6k 135.70
Starwood Property Trust (STWD) 0.1 $220k 8.9k 24.77
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $220k 3.6k 61.04
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $216k 2.7k 78.72
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $210k 5.9k 35.33
Vanguard World Fds Financials Etf (VFH) 0.1 $208k 2.5k 84.42
Linde SHS 0.1 $204k 727.00 280.61
Alphabet Cap Stk Cl C (GOOG) 0.1 $203k 98.00 2071.43