Us Financial Advisors

Us Financial Advisors as of Sept. 30, 2023

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 71 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 12.3 $30M 126k 234.91
Ishares Tr Core S&p500 Etf (IVV) 9.8 $24M 55k 429.43
Ishares Tr Msci Eafe Etf (EFA) 5.3 $13M 186k 68.92
Vanguard Index Fds Small Cp Etf (VB) 4.5 $11M 57k 189.07
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.3 $11M 138k 75.84
Vanguard Index Fds Mid Cap Etf (VO) 4.0 $9.6M 46k 208.24
Spdr Ser Tr Portfli Intrmdit (SPTI) 3.9 $9.4M 340k 27.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.7 $8.9M 21k 427.49
Ishares Tr Msci Usa Value (VLUE) 3.6 $8.8M 97k 90.72
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.4 $8.2M 179k 45.95
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 3.3 $8.0M 87k 91.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.2 $7.7M 102k 75.15
Ishares Tr Rus 1000 Grw Etf (IWF) 3.0 $7.3M 28k 265.99
Ishares Tr Msci Emg Mkt Etf (EEM) 2.6 $6.3M 166k 37.95
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.6 $6.2M 81k 75.98
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.3 $5.5M 48k 113.16
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.9 $4.6M 57k 80.97
Thermo Fisher Scientific (TMO) 1.9 $4.5M 8.9k 506.17
Ishares Tr Usd Inv Grde Etf (USIG) 1.6 $4.0M 82k 48.07
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.6 $3.9M 77k 50.89
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.5 $3.6M 134k 27.06
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.4 $3.3M 17k 194.65
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.3 $3.2M 111k 28.72
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $2.9M 67k 43.72
Wisdomtree Tr Floatng Rat Trea (USFR) 1.1 $2.6M 52k 50.32
Apple (AAPL) 1.0 $2.3M 14k 171.21
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.8 $1.9M 43k 43.78
Microsoft Corporation (MSFT) 0.8 $1.9M 6.0k 315.75
Ishares Tr Mbs Etf (MBB) 0.8 $1.9M 21k 88.80
Ishares Tr Faln Angls Usd (FALN) 0.8 $1.8M 74k 24.80
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $1.8M 39k 47.28
Ishares Core Msci Emkt (IEMG) 0.7 $1.6M 34k 47.59
Ishares Tr Core Intl Aggr (IAGG) 0.6 $1.4M 30k 48.78
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $1.3M 26k 47.83
Ishares Tr Esg Scrnd S&p500 (XVV) 0.5 $1.2M 36k 32.43
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $1.2M 16k 75.22
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.5 $1.2M 28k 41.49
Sachem Cap (SACH) 0.5 $1.2M 330k 3.53
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $1.1M 26k 41.93
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $1.0M 12k 82.52
Global X Fds Conscious Cos (KRMA) 0.4 $912k 31k 29.86
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $731k 21k 34.82
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $698k 5.3k 130.95
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $602k 12k 52.49
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.2 $598k 22k 27.32
Johnson & Johnson (JNJ) 0.2 $567k 3.6k 155.75
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $525k 14k 36.90
Ishares Esg Awr Msci Em (ESGE) 0.2 $521k 17k 30.28
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $466k 13k 36.66
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $448k 3.5k 128.74
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $434k 4.6k 93.91
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $420k 3.2k 131.79
Exxon Mobil Corporation (XOM) 0.2 $394k 3.3k 117.58
Raytheon Technologies Corp (RTX) 0.2 $385k 5.4k 71.97
Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.2 $385k 4.5k 85.00
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.2 $374k 9.5k 39.50
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $331k 725.00 456.64
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $315k 22k 14.62
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $315k 4.6k 68.42
Northrop Grumman Corporation (NOC) 0.1 $262k 596.00 440.19
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $261k 2.8k 94.19
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $256k 2.9k 88.56
Bank of America Corporation (BAC) 0.1 $253k 9.2k 27.38
NVIDIA Corporation (NVDA) 0.1 $252k 580.00 434.99
Procter & Gamble Company (PG) 0.1 $243k 1.7k 145.88
Carrier Global Corporation (CARR) 0.1 $233k 4.2k 55.20
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $232k 11k 21.76
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $225k 4.2k 53.18
Royalty Pharma Shs Class A (RPRX) 0.1 $222k 8.2k 27.14
Alphabet Cap Stk Cl A (GOOGL) 0.1 $212k 1.6k 130.86
New England Rlty Assoc Ltd P Depositry Rcpt (NEN) 0.1 $208k 3.1k 66.50