Us Financial Advisors

Us Financial Advisors as of Sept. 30, 2024

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 88 positions in its portfolio as reported in the September 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 $43M 137k 314.39
Ishares Tr Core S&p500 Etf (IVV) 9.8 $31M 54k 576.82
Ishares Tr Msci Eafe Etf (EFA) 5.5 $18M 212k 83.63
Vanguard Index Fds Mid Cap Etf (VO) 4.2 $14M 51k 263.83
Spdr Ser Tr Portfli Intrmdit (SPTI) 4.1 $13M 450k 29.06
Ishares Tr Rus 1000 Val Etf (IWD) 3.8 $12M 65k 189.80
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.6 $12M 196k 59.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.6 $12M 20k 573.76
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.3 $11M 110k 96.95
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.1 $10M 126k 79.42
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.0 $9.6M 114k 83.75
Ishares Tr Rus 1000 Grw Etf (IWF) 2.9 $9.3M 25k 375.38
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.9 $9.2M 101k 91.81
Ishares Tr Msci Emg Mkt Etf (EEM) 2.8 $9.1M 198k 45.86
Vanguard Index Fds Small Cp Etf (VB) 2.6 $8.5M 36k 237.21
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.1 $6.9M 106k 64.86
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.1 $6.8M 57k 119.61
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.9 $6.1M 74k 83.15
Ishares Tr Usd Inv Grde Etf (USIG) 1.7 $5.5M 104k 52.58
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.5 $4.9M 167k 29.41
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.5 $4.8M 19k 260.08
Thermo Fisher Scientific (TMO) 1.4 $4.5M 7.3k 618.57
Wisdomtree Tr Floatng Rat Trea (USFR) 1.4 $4.3M 87k 50.22
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.3 $4.2M 82k 51.04
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.3 $4.1M 98k 41.40
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $3.8M 72k 52.81
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.1 $3.6M 121k 29.41
Apple (AAPL) 1.0 $3.2M 14k 233.00
Ishares Tr Faln Angls Usd (FALN) 0.7 $2.2M 80k 27.34
Microsoft Corporation (MSFT) 0.7 $2.2M 5.0k 430.30
Ishares Core Msci Emkt (IEMG) 0.6 $1.9M 33k 57.41
Ishares Tr Core Intl Aggr (IAGG) 0.5 $1.7M 33k 51.82
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $1.6M 32k 50.28
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $1.4M 14k 93.58
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $1.4M 13k 101.65
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.4 $1.3M 24k 55.76
Ishares Tr Esg Scrnd S&p500 (XVV) 0.4 $1.3M 30k 44.22
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $1.3M 31k 41.76
Global X Fds Conscious Cos (KRMA) 0.4 $1.1M 29k 39.14
Sachem Cap (SACH) 0.3 $1.1M 424k 2.52
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $948k 22k 42.84
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $916k 5.5k 167.66
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $816k 12k 70.06
Ishares Tr Mbs Etf (MBB) 0.2 $747k 7.8k 95.81
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.2 $746k 22k 33.65
NVIDIA Corporation (NVDA) 0.2 $739k 6.1k 121.44
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $669k 15k 45.51
Ishares Esg Awr Msci Em (ESGE) 0.2 $653k 18k 36.41
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $590k 13k 44.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $559k 2.0k 283.16
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $524k 3.4k 154.02
Exxon Mobil Corporation (XOM) 0.2 $509k 4.3k 117.22
Raytheon Technologies Corp (RTX) 0.1 $476k 3.9k 121.16
Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.1 $474k 4.2k 113.59
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $469k 3.7k 126.18
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $458k 19k 23.79
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $458k 10k 44.90
Johnson & Johnson (JNJ) 0.1 $458k 2.8k 162.06
Ishares Tr Msci Usa Value (VLUE) 0.1 $423k 3.9k 109.04
Verizon Communications (VZ) 0.1 $418k 9.3k 44.91
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $413k 725.00 569.66
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $393k 4.1k 95.75
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $390k 27k 14.69
Vanguard Index Fds Growth Etf (VUG) 0.1 $347k 902.00 384.14
Carrier Global Corporation (CARR) 0.1 $337k 4.2k 80.49
Meta Platforms Cl A (META) 0.1 $330k 577.00 572.48
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $323k 1.8k 179.25
Northrop Grumman Corporation (NOC) 0.1 $315k 596.00 528.07
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $305k 2.9k 106.76
Broadcom (AVGO) 0.1 $295k 1.7k 172.50
Procter & Gamble Company (PG) 0.1 $290k 1.7k 173.19
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $283k 4.0k 70.54
Alphabet Cap Stk Cl A (GOOGL) 0.1 $279k 1.7k 165.85
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $265k 5.4k 49.31
Alphabet Cap Stk Cl C (GOOG) 0.1 $259k 1.5k 167.19
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $252k 10k 25.16
New England Rlty Assoc Ltd P Depositry Rcpt (NEN) 0.1 $250k 3.1k 80.00
Comcast Corp Cl A (CMCSA) 0.1 $243k 5.8k 41.77
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $239k 1.9k 125.62
Mastercard Incorporated Cl A (MA) 0.1 $238k 482.00 493.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $235k 510.00 460.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $231k 3.5k 66.52
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $231k 1.6k 142.04
Otis Worldwide Corp (OTIS) 0.1 $214k 2.1k 103.94
International Business Machines (IBM) 0.1 $205k 926.00 221.06
Select Sector Spdr Tr Technology (XLK) 0.1 $204k 902.00 225.67
Vanguard Index Fds Large Cap Etf (VV) 0.1 $204k 773.00 263.29
Biorestorative Therapies Com New (BRTX) 0.0 $30k 17k 1.74