Us Financial Advisors

Us Financial Advisors as of June 30, 2022

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 63 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 14.2 $25M 121k 207.76
Ishares Tr Core S&p500 Etf (IVV) 11.1 $20M 52k 379.14
Ishares Tr Msci Eafe Etf (EFA) 6.4 $11M 181k 62.49
Vanguard Index Fds Small Cp Etf (VB) 5.0 $8.9M 51k 176.11
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.4 $7.8M 123k 63.73
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.4 $7.8M 102k 76.26
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.3 $7.6M 95k 80.02
Vanguard Index Fds Mid Cap Etf (VO) 4.1 $7.4M 37k 196.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.0 $7.2M 19k 377.24
Ishares Tr 3 7 Yr Treas Bd (IEI) 4.0 $7.1M 60k 119.35
Ishares Tr 1 3 Yr Treas Bd (SHY) 4.0 $7.1M 85k 82.79
Ishares Tr Rus 1000 Grw Etf (IWF) 3.5 $6.3M 29k 218.72
Ishares Tr Msci Emg Mkt Etf (EEM) 3.1 $5.5M 137k 40.10
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.0 $5.4M 131k 40.92
Thermo Fisher Scientific (TMO) 2.8 $4.9M 9.0k 543.31
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.7 $4.8M 96k 49.92
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.4 $4.2M 156k 27.02
Ishares Tr Mbs Etf (MBB) 1.9 $3.4M 35k 97.49
Ishares Tr Msci Usa Value (VLUE) 1.5 $2.7M 30k 90.51
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.5 $2.6M 53k 49.55
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.3 $2.4M 42k 56.28
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.2 $2.1M 42k 50.11
Apple (AAPL) 0.9 $1.6M 11k 136.73
Microsoft Corporation (MSFT) 0.8 $1.5M 5.9k 256.81
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $780k 19k 41.62
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.4 $737k 18k 40.81
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $698k 8.2k 85.31
Exxon Mobil Corporation (XOM) 0.4 $661k 7.7k 85.64
Johnson & Johnson (JNJ) 0.3 $615k 3.5k 177.59
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $592k 7.9k 75.24
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $568k 9.4k 60.32
Raytheon Technologies Corp (RTX) 0.3 $520k 5.4k 96.14
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $479k 4.3k 111.73
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $425k 9.2k 46.45
Bank of America Corporation (BAC) 0.2 $411k 13k 31.14
Ishares Core Msci Emkt (IEMG) 0.2 $374k 7.6k 49.06
Chevron Corporation (CVX) 0.2 $338k 2.3k 144.63
Devon Energy Corporation (DVN) 0.2 $331k 6.0k 55.17
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $324k 9.0k 36.01
Northrop Grumman Corporation (NOC) 0.2 $305k 638.00 478.06
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $300k 725.00 413.79
Boeing Company (BA) 0.2 $288k 2.1k 136.56
Spdr Ser Tr S&p 600 Sml Cap 0.2 $287k 3.6k 80.12
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $276k 3.2k 85.40
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $271k 830.00 326.51
Pioneer Natural Resources 0.1 $267k 1.2k 223.43
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $245k 8.2k 29.74
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $244k 2.4k 101.84
New England Rlty Assoc Ltd P Depositry Rcpt (NEN) 0.1 $240k 3.1k 76.87
Commercial Metals Company (CMC) 0.1 $240k 7.3k 33.10
Blackstone Group Inc Com Cl A (BX) 0.1 $237k 2.6k 91.36
Bunge 0.1 $236k 2.6k 90.77
Constellation Brands Cl A (STZ) 0.1 $233k 1.0k 233.00
NVIDIA Corporation (NVDA) 0.1 $233k 1.5k 151.50
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $220k 2.4k 91.63
Ishares Msci Brazil Etf (EWZ) 0.1 $219k 8.0k 27.38
Procter & Gamble Company (PG) 0.1 $215k 1.5k 143.91
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $215k 1.6k 137.47
Shell Spon Ads (SHEL) 0.1 $210k 4.0k 52.25
Williams Companies (WMB) 0.1 $209k 6.7k 31.19
EQT Corporation (EQT) 0.1 $206k 6.0k 34.33
Fidelity Covington Trust Stock For Infl (FCPI) 0.1 $204k 7.0k 29.14
Kosmos Energy (KOS) 0.1 $149k 24k 6.21