Us Financial Advisors

Us Financial Advisors as of June 30, 2021

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 77 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 13.6 $28M 115k 242.08
Ishares Tr Core S&p500 Etf (IVV) 10.6 $22M 51k 429.93
Ishares Tr Msci Eafe Etf (EFA) 7.7 $16M 200k 78.88
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 5.1 $11M 141k 74.06
Vanguard Index Fds Small Cp Etf (VB) 4.9 $10M 45k 225.29
Ishares Tr 3 7 Yr Treas Bd (IEI) 4.7 $9.7M 74k 130.53
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.4 $9.0M 95k 95.07
Ishares Tr 1 3 Yr Treas Bd (SHY) 4.3 $8.8M 102k 86.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.2 $8.5M 20k 428.09
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.1 $8.3M 101k 82.71
Vanguard Index Fds Mid Cap Etf (VO) 3.9 $8.0M 34k 237.35
Ishares Tr Msci Emg Mkt Etf (EEM) 3.8 $7.8M 142k 55.15
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.7 $5.5M 107k 50.82
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 2.3 $4.7M 142k 32.90
Thermo Fisher Scientific (TMO) 2.2 $4.6M 9.1k 504.49
Ishares Tr Mbs Etf (MBB) 2.0 $4.1M 38k 108.24
First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.8 $3.7M 76k 48.04
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 1.6 $3.3M 58k 57.10
Spdr Ser Tr S&p Kensho New (KOMP) 1.3 $2.8M 41k 66.85
Ishares Tr Msci Usa Value (VLUE) 1.3 $2.7M 25k 105.07
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $2.4M 8.7k 271.44
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $1.7M 32k 52.41
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $1.7M 14k 115.33
Apple (AAPL) 0.7 $1.5M 11k 136.92
Microsoft Corporation (MSFT) 0.7 $1.5M 5.4k 270.87
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $1.0M 20k 51.50
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.0M 14k 72.74
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $991k 8.8k 112.50
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $860k 19k 46.31
Exxon Mobil Corporation (XOM) 0.4 $723k 12k 63.04
Johnson & Johnson (JNJ) 0.3 $580k 3.5k 164.87
Ishares Core Msci Emkt (IEMG) 0.2 $511k 7.6k 67.02
Boeing Company (BA) 0.2 $505k 2.1k 239.45
Blackstone Group Inc Com Cl A (BX) 0.2 $504k 5.2k 97.17
Northrop Grumman Corporation (NOC) 0.2 $464k 1.3k 363.64
JPMorgan Chase & Co. (JPM) 0.2 $394k 2.5k 155.55
Brinker International (EAT) 0.2 $387k 6.3k 61.92
Raytheon Technologies Corp (RTX) 0.2 $362k 4.2k 85.32
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $356k 725.00 491.03
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $351k 880.00 398.86
Spdr Ser Tr S&p 600 Sml Cap 0.2 $350k 3.6k 97.71
General Motors Company (GM) 0.2 $345k 5.8k 59.14
Park Hotels & Resorts Inc-wi (PK) 0.2 $339k 16k 20.63
Wells Fargo & Company (WFC) 0.2 $338k 7.5k 45.30
Devon Energy Corporation (DVN) 0.2 $334k 11k 29.20
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $331k 7.5k 43.90
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $329k 6.2k 52.95
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.2 $327k 4.5k 71.92
MGM Resorts International. (MGM) 0.2 $320k 7.5k 42.70
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $309k 9.9k 31.26
Steel Dynamics (STLD) 0.1 $302k 5.1k 59.57
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $294k 2.0k 147.44
Vanguard Index Fds Growth Etf (VUG) 0.1 $292k 1.0k 286.27
Delta Air Lines Inc Del Com New (DAL) 0.1 $288k 6.7k 43.20
Bank of America Corporation (BAC) 0.1 $283k 6.9k 41.19
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $280k 5.1k 54.60
Royal Caribbean Cruises (RCL) 0.1 $279k 3.3k 85.24
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $265k 2.9k 90.72
Intel Corporation (INTC) 0.1 $257k 4.6k 56.15
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $252k 869.00 289.99
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $250k 2.2k 113.17
Cheesecake Factory Incorporated (CAKE) 0.1 $247k 4.6k 54.23
Chevron Corporation (CVX) 0.1 $245k 2.3k 104.84
Pvh Corporation (PVH) 0.1 $245k 2.3k 107.60
Norfolk Southern (NSC) 0.1 $236k 888.00 265.77
Constellation Brands Cl A (STZ) 0.1 $234k 1.0k 234.00
Starwood Property Trust (STWD) 0.1 $232k 8.9k 26.12
Tesla Motors (TSLA) 0.1 $230k 338.00 680.47
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $225k 4.6k 48.49
Comcast Corp Cl A (CMCSA) 0.1 $221k 3.9k 57.02
Spdr Ser Tr Spdr Bloomberg (BIL) 0.1 $220k 2.4k 91.67
General Electric Company 0.1 $214k 16k 13.48
Occidental Petroleum Corporation (OXY) 0.1 $208k 6.7k 31.20
New England Rlty Assoc Ltd P Depositry Rcpt (NEN) 0.1 $206k 3.4k 59.94
Carrier Global Corporation (CARR) 0.1 $205k 4.2k 48.49
Vanguard Index Fds Value Etf (VTV) 0.1 $205k 1.5k 137.77
Procter & Gamble Company (PG) 0.1 $204k 1.5k 134.74