Us Financial Advisors

Us Financial Advisors as of Dec. 31, 2021

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 78 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 14.4 $32M 120k 264.43
Ishares Tr Core S&p500 Etf (IVV) 11.5 $25M 53k 476.98
Ishares Tr Msci Eafe Etf (EFA) 7.4 $16M 205k 78.68
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 5.2 $11M 149k 76.11
Vanguard Index Fds Small Cp Etf (VB) 4.8 $11M 46k 226.00
Ishares Tr 3 7 Yr Treas Bd (IEI) 4.4 $9.6M 75k 128.66
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.1 $9.1M 98k 92.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.1 $9.0M 19k 474.93
Vanguard Index Fds Mid Cap Etf (VO) 4.1 $9.0M 35k 254.76
Ishares Tr 1 3 Yr Treas Bd (SHY) 4.0 $8.7M 102k 85.54
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.8 $8.4M 104k 81.26
Ishares Tr Msci Emg Mkt Etf (EEM) 3.4 $7.4M 151k 48.85
Thermo Fisher Scientific (TMO) 2.7 $6.0M 9.0k 667.22
Ishares Tr Rus 1000 Grw Etf (IWF) 2.7 $5.9M 20k 305.59
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.4 $5.2M 102k 50.73
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.2 $4.9M 149k 32.97
First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.9 $4.2M 82k 51.79
Ishares Tr Mbs Etf (MBB) 1.8 $3.9M 36k 107.43
Ishares Tr Msci Usa Value (VLUE) 1.4 $3.0M 28k 109.46
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.4 $3.0M 55k 55.15
Apple (AAPL) 0.9 $2.0M 11k 177.54
Microsoft Corporation (MSFT) 0.9 $2.0M 5.9k 336.28
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $1.6M 31k 51.39
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.2M 11k 114.06
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.0M 12k 83.66
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $927k 18k 51.04
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $817k 18k 45.64
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $813k 7.5k 109.10
Exxon Mobil Corporation (XOM) 0.3 $702k 12k 61.20
Blackstone Group Inc Com Cl A (BX) 0.3 $671k 5.2k 129.36
Johnson & Johnson (JNJ) 0.3 $623k 3.6k 171.01
Bank of America Corporation (BAC) 0.3 $587k 13k 44.48
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $538k 9.2k 58.47
Devon Energy Corporation (DVN) 0.2 $504k 11k 44.06
Park Hotels & Resorts Inc-wi (PK) 0.2 $485k 26k 18.89
Raytheon Technologies Corp (RTX) 0.2 $465k 5.4k 85.97
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.2 $447k 7.4k 60.51
Royal Caribbean Cruises (RCL) 0.2 $425k 5.5k 76.81
Boeing Company (BA) 0.2 $425k 2.1k 201.52
JPMorgan Chase & Co. (JPM) 0.2 $414k 2.6k 158.20
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $403k 880.00 457.95
Brinker International (EAT) 0.2 $391k 11k 36.60
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $375k 725.00 517.24
General Motors Company (GM) 0.2 $371k 6.3k 58.57
Ishares Core Msci Emkt (IEMG) 0.2 $371k 6.2k 59.93
Wells Fargo & Company (WFC) 0.2 $358k 7.5k 47.98
Spdr Ser Tr S&p 600 Sml Cap 0.2 $356k 3.6k 99.39
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $355k 7.9k 44.72
Cheesecake Factory Incorporated (CAKE) 0.2 $342k 8.7k 39.13
MGM Resorts International. (MGM) 0.2 $336k 7.5k 44.83
Steel Dynamics (STLD) 0.1 $315k 5.1k 62.13
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $312k 3.2k 98.11
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $299k 9.6k 31.00
Hldgs (UAL) 0.1 $297k 6.8k 43.74
Chevron Corporation (CVX) 0.1 $274k 2.3k 117.24
Delta Air Lines Inc Del Com New (DAL) 0.1 $261k 6.7k 39.15
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $256k 1.6k 156.86
Wynn Resorts (WYNN) 0.1 $254k 3.0k 85.09
Constellation Brands Cl A (STZ) 0.1 $251k 1.0k 251.00
Procter & Gamble Company (PG) 0.1 $248k 1.5k 163.27
Northrop Grumman Corporation (NOC) 0.1 $247k 638.00 387.15
Pvh Corporation (PVH) 0.1 $243k 2.3k 106.72
Intel Corporation (INTC) 0.1 $242k 4.7k 51.43
Alphabet Cap Stk Cl C (GOOG) 0.1 $237k 82.00 2890.24
New England Rlty Assoc Ltd P Depositry Rcpt (NEN) 0.1 $233k 3.4k 67.79
Vanguard Index Fds Growth Etf (VUG) 0.1 $229k 713.00 321.18
Carrier Global Corporation (CARR) 0.1 $229k 4.2k 54.16
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $227k 805.00 281.99
Marriott Intl Cl A (MAR) 0.1 $227k 1.4k 164.97
Tesla Motors (TSLA) 0.1 $225k 213.00 1056.34
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $219k 2.4k 91.25
Pioneer Natural Resources 0.1 $217k 1.2k 181.59
Norfolk Southern (NSC) 0.1 $217k 728.00 298.08
Sherwin-Williams Company (SHW) 0.1 $217k 615.00 352.85
Starwood Property Trust (STWD) 0.1 $216k 8.9k 24.32
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $213k 1.5k 141.15
Comcast Corp Cl A (CMCSA) 0.1 $206k 4.1k 50.28
Amazon (AMZN) 0.1 $203k 61.00 3327.87