Us Financial Advisors

Us Financial Advisors as of June 30, 2024

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 84 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 13.4 $40M 134k 297.54
Ishares Tr Core S&p500 Etf (IVV) 9.8 $29M 53k 547.23
Ishares Tr Msci Eafe Etf (EFA) 5.5 $16M 208k 78.33
Vanguard Index Fds Mid Cap Etf (VO) 4.0 $12M 50k 242.10
Spdr Ser Tr Portfli Intrmdit (SPTI) 4.0 $12M 430k 28.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.6 $11M 20k 544.21
Ishares Tr Rus 1000 Val Etf (IWD) 3.5 $11M 61k 174.47
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.5 $11M 192k 54.75
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.2 $9.5M 123k 77.28
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.2 $9.5M 109k 86.61
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 3.1 $9.2M 100k 91.78
Ishares Tr Rus 1000 Grw Etf (IWF) 3.0 $8.9M 24k 364.51
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.0 $8.8M 111k 79.93
Ishares Tr Msci Emg Mkt Etf (EEM) 2.8 $8.3M 195k 42.59
Vanguard Index Fds Small Cp Etf (VB) 2.7 $8.0M 37k 218.04
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.2 $6.6M 57k 115.47
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.0 $5.9M 98k 60.08
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.9 $5.8M 71k 81.65
Ishares Tr Usd Inv Grde Etf (USIG) 1.8 $5.3M 106k 50.21
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.5 $4.6M 162k 28.30
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.5 $4.4M 86k 51.09
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.4 $4.3M 18k 246.06
Thermo Fisher Scientific (TMO) 1.4 $4.1M 7.4k 553.00
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.2 $3.7M 94k 39.72
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.2 $3.5M 121k 28.87
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $3.4M 70k 49.42
Apple (AAPL) 1.0 $3.1M 15k 210.62
Wisdomtree Tr Floatng Rat Trea (USFR) 0.9 $2.7M 54k 50.31
Microsoft Corporation (MSFT) 0.8 $2.2M 5.0k 446.95
Ishares Tr Faln Angls Usd (FALN) 0.7 $2.1M 81k 26.19
Ishares Core Msci Emkt (IEMG) 0.6 $1.8M 33k 53.53
Ishares Tr Core Intl Aggr (IAGG) 0.6 $1.7M 34k 49.92
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $1.6M 16k 96.62
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.5 $1.5M 29k 53.10
Ishares Tr Esg Scrnd S&p500 (XVV) 0.5 $1.5M 37k 42.05
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $1.5M 31k 48.67
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $1.3M 30k 41.80
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $1.3M 14k 88.48
Global X Fds Conscious Cos (KRMA) 0.4 $1.2M 33k 36.98
Sachem Cap (SACH) 0.4 $1.1M 411k 2.59
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $882k 22k 39.34
Ishares Tr Msci Usa Value (VLUE) 0.3 $875k 8.5k 103.46
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $826k 5.5k 150.43
Ishares Tr Mbs Etf (MBB) 0.3 $802k 8.7k 91.81
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $780k 12k 66.35
NVIDIA Corporation (NVDA) 0.3 $773k 6.3k 123.54
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.3 $748k 24k 31.13
Ishares Esg Awr Msci Em (ESGE) 0.2 $658k 20k 33.53
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $600k 14k 41.81
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $593k 14k 41.53
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $553k 3.8k 145.75
Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.2 $544k 5.0k 108.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $528k 2.0k 267.51
Exxon Mobil Corporation (XOM) 0.2 $519k 4.5k 115.11
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $502k 4.2k 119.32
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.2 $489k 11k 45.21
Johnson & Johnson (JNJ) 0.1 $413k 2.8k 146.16
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $403k 18k 22.72
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $388k 725.00 535.08
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $380k 4.1k 92.55
Raytheon Technologies Corp (RTX) 0.1 $357k 3.6k 100.39
Verizon Communications (VZ) 0.1 $350k 8.5k 41.24
Vanguard Index Fds Growth Etf (VUG) 0.1 $337k 902.00 374.01
Alphabet Cap Stk Cl A (GOOGL) 0.1 $332k 1.8k 182.15
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $308k 4.7k 64.91
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $304k 1.8k 170.71
Meta Platforms Cl A (META) 0.1 $291k 577.00 504.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $289k 710.00 406.80
Broadcom (AVGO) 0.1 $283k 176.00 1605.53
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $282k 5.8k 48.54
Alphabet Cap Stk Cl C (GOOG) 0.1 $281k 1.5k 183.42
Procter & Gamble Company (PG) 0.1 $276k 1.7k 164.95
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $274k 2.8k 96.14
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $268k 20k 13.32
Carrier Global Corporation (CARR) 0.1 $267k 4.2k 63.08
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $261k 2.2k 118.78
Northrop Grumman Corporation (NOC) 0.1 $260k 596.00 435.95
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $225k 9.2k 24.49
New England Rlty Assoc Ltd P Depositry Rcpt (NEN) 0.1 $222k 3.1k 70.98
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $219k 3.5k 62.87
Mastercard Incorporated Cl A (MA) 0.1 $213k 482.00 441.24
Comcast Corp Cl A (CMCSA) 0.1 $211k 5.4k 39.16
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $207k 1.6k 127.18
Biorestorative Therapies Com New (BRTX) 0.0 $35k 17k 2.03