Us Financial Advisors

Us Financial Advisors as of March 31, 2022

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 72 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 14.3 $30M 119k 250.07
Ishares Tr Core S&p500 Etf (IVV) 11.2 $23M 51k 453.69
Ishares Tr Msci Eafe Etf (EFA) 6.3 $13M 178k 73.60
Ishares Tr Rus 1000 Grw Etf (IWF) 5.3 $11M 40k 277.63
Vanguard Index Fds Small Cp Etf (VB) 5.1 $11M 50k 212.53
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.3 $9.0M 121k 74.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.3 $8.9M 20k 451.66
Vanguard Index Fds Mid Cap Etf (VO) 4.2 $8.7M 37k 237.85
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.0 $8.2M 96k 86.04
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.8 $7.9M 101k 78.09
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.6 $7.4M 61k 122.04
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.6 $7.4M 89k 83.35
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.0 $6.2M 127k 49.00
Ishares Tr Msci Emg Mkt Etf (EEM) 3.0 $6.2M 137k 45.15
Thermo Fisher Scientific (TMO) 2.6 $5.3M 9.0k 590.66
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.4 $5.0M 100k 50.52
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.3 $4.7M 155k 30.40
Ishares Tr Mbs Etf (MBB) 1.8 $3.6M 36k 101.87
Ishares Tr Msci Usa Value (VLUE) 1.4 $3.0M 29k 104.56
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.4 $2.9M 55k 52.45
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $2.1M 42k 51.22
Apple (AAPL) 1.0 $2.0M 11k 174.65
Microsoft Corporation (MSFT) 0.9 $1.8M 5.9k 308.37
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.1M 10k 107.12
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $867k 18k 48.01
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $822k 18k 44.96
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $778k 8.0k 97.79
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $722k 5.4k 134.70
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $713k 9.3k 76.40
Blackstone Group Inc Com Cl A (BX) 0.3 $658k 5.2k 126.86
Exxon Mobil Corporation (XOM) 0.3 $637k 7.7k 82.55
Johnson & Johnson (JNJ) 0.3 $614k 3.5k 177.30
Bank of America Corporation (BAC) 0.3 $544k 13k 41.22
Raytheon Technologies Corp (RTX) 0.3 $536k 5.4k 99.09
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $517k 9.3k 55.59
Royal Caribbean Cruises (RCL) 0.2 $464k 5.5k 83.86
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.2 $444k 7.4k 60.11
Steel Dynamics (STLD) 0.2 $423k 5.1k 83.43
Brinker International (EAT) 0.2 $408k 11k 38.20
Boeing Company (BA) 0.2 $403k 2.1k 191.63
Park Hotels & Resorts Inc-wi (PK) 0.2 $388k 20k 19.52
Chevron Corporation (CVX) 0.2 $381k 2.3k 163.03
Occidental Petroleum Corporation (OXY) 0.2 $378k 6.7k 56.70
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $372k 8.8k 42.08
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $367k 880.00 417.05
Wells Fargo & Company (WFC) 0.2 $362k 7.5k 48.52
JPMorgan Chase & Co. (JPM) 0.2 $357k 2.6k 136.42
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $356k 725.00 491.03
Devon Energy Corporation (DVN) 0.2 $355k 6.0k 59.17
Ishares Core Msci Emkt (IEMG) 0.2 $344k 6.2k 55.56
Spdr Ser Tr S&p 600 Sml Cap 0.2 $335k 3.6k 93.52
Hldgs (UAL) 0.2 $315k 6.8k 46.39
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $306k 3.2k 94.82
Pioneer Natural Resources 0.1 $299k 1.2k 250.21
Northrop Grumman Corporation (NOC) 0.1 $285k 638.00 446.71
General Motors Company (GM) 0.1 $279k 6.4k 43.77
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $279k 9.3k 30.11
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $254k 1.6k 155.64
New England Rlty Assoc Ltd P Depositry Rcpt (NEN) 0.1 $250k 3.1k 80.08
Wynn Resorts (WYNN) 0.1 $238k 3.0k 79.73
Intel Corporation (INTC) 0.1 $234k 4.7k 49.57
Tesla Motors (TSLA) 0.1 $232k 215.00 1079.07
Constellation Brands Cl A (STZ) 0.1 $230k 1.0k 230.00
Alphabet Cap Stk Cl C (GOOG) 0.1 $229k 82.00 2792.68
Procter & Gamble Company (PG) 0.1 $228k 1.5k 152.92
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $219k 2.4k 91.25
Snowflake Cl A (SNOW) 0.1 $214k 934.00 229.12
American Intl Group Com New (AIG) 0.1 $213k 3.4k 62.83
Meta Platforms Cl A (META) 0.1 $209k 940.00 222.34
At&t (T) 0.1 $209k 8.9k 23.62
Norfolk Southern (NSC) 0.1 $208k 728.00 285.71
Vanguard Index Fds Growth Etf (VUG) 0.1 $205k 713.00 287.52