Us Financial Advisors

Us Financial Advisors as of March 31, 2023

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 70 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.8 $22M 54k 411.08
Ishares Tr Rus 1000 Etf (IWB) 9.4 $21M 93k 225.23
Spdr Ser Tr Portfli Intrmdit (SPTI) 6.2 $14M 478k 28.94
Ishares Tr Msci Eafe Etf (EFA) 5.6 $13M 174k 71.52
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 5.4 $12M 132k 91.82
Vanguard Index Fds Small Cp Etf (VB) 4.6 $10M 55k 189.56
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.6 $10M 141k 73.83
Ishares Tr Rus 1000 Grw Etf (IWF) 4.5 $10M 42k 244.33
Vanguard Index Fds Mid Cap Etf (VO) 4.0 $9.0M 43k 210.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.8 $8.6M 21k 409.39
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.3 $7.4M 90k 82.16
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.2 $7.2M 161k 44.87
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.2 $7.1M 94k 76.23
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.4 $5.3M 66k 80.22
Ishares Tr Msci Emg Mkt Etf (EEM) 2.4 $5.3M 134k 39.46
Thermo Fisher Scientific (TMO) 2.3 $5.2M 9.0k 576.37
Ishares Tr Usd Inv Grde Etf (USIG) 1.8 $4.0M 79k 50.66
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.6 $3.6M 71k 50.39
Ishares Tr Mbs Etf (MBB) 1.5 $3.5M 37k 94.73
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.4 $3.1M 110k 28.02
Ishares Tr Msci Usa Value (VLUE) 1.3 $3.0M 32k 92.59
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $2.9M 64k 45.17
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.2 $2.6M 14k 186.33
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.1 $2.5M 51k 48.92
Apple (AAPL) 1.1 $2.4M 14k 164.90
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $2.1M 44k 47.82
Microsoft Corporation (MSFT) 0.9 $2.0M 7.1k 288.30
Ishares Tr Faln Angls Usd (FALN) 0.8 $1.9M 74k 25.27
Ishares Core Msci Emkt (IEMG) 0.7 $1.5M 31k 48.79
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.5 $1.2M 30k 39.43
Ishares Tr Esg Scrnd S&p500 (XVV) 0.5 $1.2M 37k 30.90
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $1.1M 15k 71.71
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $926k 22k 41.46
Global X Fds Conscious Cos (KRMA) 0.4 $923k 31k 29.49
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $856k 9.9k 86.28
Sachem Cap (SACH) 0.4 $844k 227k 3.72
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $833k 7.9k 105.50
Royalty Pharma Shs Class A (RPRX) 0.4 $820k 23k 36.03
Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $813k 16k 50.27
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $718k 20k 35.41
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $679k 5.1k 134.06
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.3 $610k 22k 28.12
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $597k 12k 50.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $581k 7.9k 73.83
Johnson & Johnson (JNJ) 0.3 $564k 3.6k 155.00
Raytheon Technologies Corp (RTX) 0.2 $530k 5.4k 97.93
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $503k 4.1k 124.07
Ishares Esg Awr Msci Em (ESGE) 0.2 $497k 16k 31.48
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $493k 5.5k 90.45
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $476k 13k 38.23
Ishares Tr National Mun Etf (MUB) 0.2 $447k 4.2k 107.74
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $428k 3.3k 129.46
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.2 $399k 4.9k 82.21
Exxon Mobil Corporation (XOM) 0.2 $367k 3.3k 109.67
Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.2 $366k 4.4k 82.90
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $334k 17k 19.78
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $332k 725.00 458.41
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $317k 5.0k 63.89
Spdr Ser Tr S&p 600 Sml Cap 0.1 $301k 3.6k 84.03
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $289k 750.00 385.47
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $281k 3.1k 91.25
Northrop Grumman Corporation (NOC) 0.1 $275k 596.00 461.72
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $273k 3.0k 90.55
Bank of America Corporation (BAC) 0.1 $264k 9.2k 28.60
Procter & Gamble Company (PG) 0.1 $247k 1.7k 148.70
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $237k 1.6k 151.76
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $230k 4.3k 53.35
New England Rlty Assoc Ltd P Depositry Rcpt (NEN) 0.1 $222k 3.1k 71.02
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $217k 5.7k 37.77
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $206k 7.0k 29.63