Us Financial Advisors

Us Financial Advisors as of Dec. 31, 2023

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 72 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 12.7 $34M 130k 262.26
Ishares Tr Core S&p500 Etf (IVV) 10.0 $27M 56k 477.63
Ishares Tr Msci Eafe Etf (EFA) 5.5 $15M 194k 75.35
Vanguard Index Fds Small Cp Etf (VB) 4.7 $13M 59k 213.33
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.5 $12M 142k 84.87
Vanguard Index Fds Mid Cap Etf (VO) 4.2 $11M 48k 232.64
Ishares Tr Msci Usa Value (VLUE) 3.8 $10M 101k 101.16
Spdr Ser Tr Portfli Intrmdit (SPTI) 3.7 $10M 352k 28.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.7 $9.8M 21k 475.30
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.5 $9.5M 184k 51.67
Ishares Tr Rus 1000 Grw Etf (IWF) 3.2 $8.5M 28k 303.17
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.0 $8.1M 100k 81.28
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.0 $8.0M 104k 77.37
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.6 $7.1M 77k 91.39
Ishares Tr Msci Emg Mkt Etf (EEM) 2.6 $7.0M 173k 40.21
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.2 $5.8M 49k 117.13
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.8 $4.8M 58k 82.04
Thermo Fisher Scientific (TMO) 1.7 $4.7M 8.8k 530.79
Ishares Tr Usd Inv Grde Etf (USIG) 1.6 $4.3M 84k 51.26
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.5 $4.0M 79k 50.62
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.5 $3.9M 136k 28.78
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.4 $3.7M 17k 216.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $3.3M 69k 47.90
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.2 $3.3M 112k 29.05
Wisdomtree Tr Floatng Rat Trea (USFR) 1.2 $3.2M 63k 50.24
Apple (AAPL) 1.1 $2.9M 15k 192.53
Microsoft Corporation (MSFT) 0.8 $2.3M 6.0k 376.04
Ishares Tr Mbs Etf (MBB) 0.8 $2.1M 23k 94.08
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.8 $2.1M 45k 46.36
Ishares Tr Faln Angls Usd (FALN) 0.7 $2.0M 75k 26.40
Ishares Core Msci Emkt (IEMG) 0.6 $1.7M 34k 50.58
Ishares Tr Core Intl Aggr (IAGG) 0.6 $1.5M 30k 49.80
Ishares Tr Esg Scrnd S&p500 (XVV) 0.5 $1.4M 39k 36.39
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $1.4M 17k 85.06
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.5 $1.4M 31k 46.20
Sachem Cap (SACH) 0.5 $1.4M 362k 3.74
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $1.3M 27k 49.36
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $1.1M 13k 89.06
Global X Fds Conscious Cos (KRMA) 0.4 $1.1M 33k 33.40
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $1.1M 26k 41.93
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $875k 22k 39.10
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $811k 5.6k 145.00
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.3 $692k 24k 29.42
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $638k 11k 58.45
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $601k 14k 42.18
Ishares Esg Awr Msci Em (ESGE) 0.2 $599k 19k 32.06
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $577k 14k 42.33
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $509k 3.7k 136.38
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $471k 4.5k 104.92
Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.2 $463k 4.9k 95.00
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $455k 9.6k 47.49
Johnson & Johnson (JNJ) 0.2 $450k 2.9k 156.74
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.2 $443k 10k 42.85
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $403k 17k 23.27
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $385k 25k 15.57
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $368k 725.00 507.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $337k 4.5k 75.09
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $322k 2.2k 147.14
Exxon Mobil Corporation (XOM) 0.1 $322k 3.2k 99.99
NVIDIA Corporation (NVDA) 0.1 $302k 610.00 495.22
Raytheon Technologies Corp (RTX) 0.1 $299k 3.6k 84.14
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $279k 4.6k 60.86
Northrop Grumman Corporation (NOC) 0.1 $279k 596.00 468.14
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $276k 2.9k 95.21
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $269k 2.6k 105.23
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $256k 3.3k 78.01
Procter & Gamble Company (PG) 0.1 $245k 1.7k 146.54
Carrier Global Corporation (CARR) 0.1 $243k 4.2k 57.45
Royalty Pharma Shs Class A (RPRX) 0.1 $229k 8.2k 28.09
Alphabet Cap Stk Cl A (GOOGL) 0.1 $227k 1.6k 139.69
New England Rlty Assoc Ltd P Depositry Rcpt (NEN) 0.1 $218k 3.1k 69.70
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $211k 8.6k 24.48