Us Financial Advisors

Us Financial Advisors as of Sept. 30, 2022

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 64 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 13.2 $24M 120k 197.33
Ishares Tr Core S&p500 Etf (IVV) 10.1 $18M 50k 358.64
Ishares Tr Msci Eafe Etf (EFA) 5.2 $9.3M 167k 56.01
Vanguard Index Fds Small Cp Etf (VB) 5.1 $9.2M 54k 170.92
Ishares Tr 3 7 Yr Treas Bd (IEI) 4.8 $8.6M 75k 114.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.8 $8.6M 24k 357.18
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.8 $8.5M 112k 75.68
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.5 $8.0M 133k 59.99
Vanguard Index Fds Mid Cap Etf (VO) 4.3 $7.6M 41k 187.98
Ishares Tr 1 3 Yr Treas Bd (SHY) 4.0 $7.2M 89k 81.20
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.8 $6.8M 91k 74.27
Ishares Tr Rus 1000 Grw Etf (IWF) 3.7 $6.5M 31k 210.39
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.2 $5.7M 146k 38.88
Thermo Fisher Scientific (TMO) 2.5 $4.5M 8.9k 507.16
Ishares Tr Msci Emg Mkt Etf (EEM) 2.5 $4.5M 130k 34.88
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.5 $4.5M 170k 26.23
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.0 $3.5M 69k 50.27
Ishares Tr Mbs Etf (MBB) 1.8 $3.3M 36k 91.57
Ishares Tr Msci Usa Value (VLUE) 1.5 $2.7M 33k 81.85
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.4 $2.5M 52k 47.73
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.4 $2.5M 45k 54.21
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.2 $2.2M 13k 163.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $2.1M 57k 36.37
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $2.0M 42k 48.10
Apple (AAPL) 1.0 $1.8M 13k 138.19
Microsoft Corporation (MSFT) 0.8 $1.4M 6.0k 232.93
Ishares Core Msci Emkt (IEMG) 0.6 $991k 23k 42.98
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.5 $844k 21k 40.88
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $725k 9.1k 79.45
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $713k 16k 44.13
Exxon Mobil Corporation (XOM) 0.4 $684k 7.8k 87.35
Johnson & Johnson (JNJ) 0.3 $566k 3.5k 163.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $561k 7.9k 71.30
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $506k 8.8k 57.83
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $458k 4.4k 103.90
Raytheon Technologies Corp (RTX) 0.2 $443k 5.4k 81.90
Bank of America Corporation (BAC) 0.2 $399k 13k 30.23
Devon Energy Corporation (DVN) 0.2 $361k 6.0k 60.17
Chevron Corporation (CVX) 0.2 $336k 2.3k 143.77
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $308k 9.0k 34.04
Northrop Grumman Corporation (NOC) 0.2 $300k 638.00 470.22
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $291k 725.00 401.38
Spdr Ser Tr S&p 600 Sml Cap 0.2 $271k 3.6k 75.66
Boeing Company (BA) 0.2 $269k 2.2k 120.95
Pioneer Natural Resources 0.1 $259k 1.2k 216.74
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $259k 3.2k 79.99
Commercial Metals Company (CMC) 0.1 $257k 7.3k 35.45
Coinbase Global Com Cl A (COIN) 0.1 $248k 3.9k 64.42
EQT Corporation (EQT) 0.1 $245k 6.0k 40.83
Airbnb Com Cl A (ABNB) 0.1 $244k 2.3k 105.17
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $241k 8.2k 29.25
New England Rlty Assoc Ltd P Depositry Rcpt (NEN) 0.1 $240k 3.1k 76.87
Ishares Msci Brazil Etf (EWZ) 0.1 $237k 8.0k 29.62
Constellation Brands Cl A (STZ) 0.1 $231k 1.0k 229.62
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $231k 750.00 308.00
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $220k 2.4k 91.44
Blackstone Group Inc Com Cl A (BX) 0.1 $218k 2.6k 83.56
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $216k 2.2k 96.30
Bunge 0.1 $215k 2.6k 82.69
Chemours (CC) 0.1 $208k 8.5k 24.61
Occidental Petroleum Corporation (OXY) 0.1 $205k 3.3k 61.38
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $201k 1.6k 128.52
Shell Spon Ads (SHEL) 0.1 $200k 4.0k 49.76
Affirm Hldgs Com Cl A (AFRM) 0.1 $192k 10k 18.73