Us Financial Advisors

Us Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 89 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 13.8 $45M 140k 322.16
Ishares Tr Core S&p500 Etf (IVV) 10.1 $33M 56k 588.68
Ishares Tr Msci Eafe Etf (EFA) 5.1 $17M 219k 75.61
Vanguard Index Fds Mid Cap Etf (VO) 4.2 $14M 52k 264.13
Spdr Ser Tr Portfli Intrmdit (SPTI) 4.0 $13M 466k 27.88
Ishares Tr Rus 1000 Val Etf (IWD) 3.8 $12M 66k 185.13
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.6 $12M 200k 59.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $12M 20k 586.08
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.2 $10M 111k 92.73
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.1 $10M 130k 78.01
Ishares Tr Rus 1000 Grw Etf (IWF) 3.1 $10M 25k 401.59
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.9 $9.5M 119k 80.27
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.7 $8.7M 95k 91.43
Vanguard Index Fds Small Cp Etf (VB) 2.7 $8.6M 36k 240.28
Ishares Tr Msci Emg Mkt Etf (EEM) 2.6 $8.5M 203k 41.82
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.2 $7.1M 109k 65.08
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.0 $6.5M 57k 115.55
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.9 $6.3M 77k 81.98
Wisdomtree Tr Floatng Rat Trea (USFR) 1.9 $6.1M 121k 50.32
Ishares Tr Usd Inv Grde Etf (USIG) 1.6 $5.3M 106k 50.28
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.5 $5.0M 175k 28.67
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.5 $4.9M 18k 266.72
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.3 $4.4M 86k 50.88
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.2 $3.9M 100k 39.39
Thermo Fisher Scientific (TMO) 1.2 $3.8M 7.3k 520.23
Apple (AAPL) 1.1 $3.5M 14k 250.42
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.1 $3.5M 121k 29.01
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $3.4M 70k 47.82
Microsoft Corporation (MSFT) 0.7 $2.3M 5.5k 421.50
Ishares Tr Faln Angls Usd (FALN) 0.7 $2.1M 80k 26.71
Ishares Core Msci Emkt (IEMG) 0.5 $1.7M 32k 52.22
Ishares Tr Core Intl Aggr (IAGG) 0.5 $1.7M 33k 49.92
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.6M 5.6k 289.81
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $1.6M 33k 49.05
Ishares Tr Esg Scrnd S&p500 (XVV) 0.4 $1.4M 30k 45.30
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $1.4M 13k 104.89
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.4 $1.3M 24k 56.48
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $1.3M 15k 89.04
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $1.3M 31k 41.73
NVIDIA Corporation (NVDA) 0.4 $1.2M 9.0k 134.29
Global X Fds Conscious Cos (KRMA) 0.3 $1.1M 29k 39.09
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $930k 22k 41.88
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $891k 5.5k 161.78
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $811k 11k 71.43
Ishares Tr Mbs Etf (MBB) 0.2 $697k 7.6k 91.68
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.2 $682k 23k 30.06
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $636k 13k 47.38
Ishares Esg Awr Msci Em (ESGE) 0.2 $608k 18k 33.39
Sachem Cap (SACH) 0.2 $586k 434k 1.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $565k 1.2k 453.28
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $565k 13k 44.92
Exxon Mobil Corporation (XOM) 0.2 $492k 4.6k 107.57
Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.1 $483k 4.2k 115.80
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $461k 3.4k 137.57
Broadcom (AVGO) 0.1 $457k 2.0k 231.84
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $454k 10k 43.72
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $452k 3.5k 128.82
Raytheon Technologies Corp (RTX) 0.1 $452k 3.9k 115.72
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $446k 20k 22.72
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $417k 4.1k 101.52
Ishares Tr Msci Usa Value (VLUE) 0.1 $410k 3.9k 105.61
Johnson & Johnson (JNJ) 0.1 $408k 2.8k 144.62
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $402k 705.00 569.58
Verizon Communications (VZ) 0.1 $372k 9.3k 39.99
Vanguard Index Fds Growth Etf (VUG) 0.1 $371k 903.00 410.33
Meta Platforms Cl A (META) 0.1 $338k 577.00 585.55
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $321k 1.8k 178.03
Alphabet Cap Stk Cl A (GOOGL) 0.1 $318k 1.7k 189.30
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $310k 27k 11.38
Alphabet Cap Stk Cl C (GOOG) 0.1 $296k 1.6k 190.44
Carrier Global Corporation (CARR) 0.1 $286k 4.2k 68.26
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $285k 2.9k 99.56
Northrop Grumman Corporation (NOC) 0.1 $280k 596.00 469.29
Procter & Gamble Company (PG) 0.1 $278k 1.7k 167.61
International Business Machines (IBM) 0.1 $270k 1.2k 219.82
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $270k 4.1k 65.79
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $261k 5.4k 48.42
Mastercard Incorporated Cl A (MA) 0.1 $257k 488.00 526.69
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $255k 10k 24.70
Vanguard Index Fds Large Cap Etf (VV) 0.1 $250k 926.00 269.70
New England Rlty Assoc Ltd P Depositry Rcpt (NEN) 0.1 $249k 3.1k 79.70
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $237k 10k 22.70
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $237k 1.8k 128.62
Comcast Corp Cl A (CMCSA) 0.1 $218k 5.8k 37.53
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $205k 1.0k 195.83
At&t (T) 0.1 $204k 9.0k 22.77
Metropcs Communications (TMUS) 0.1 $204k 922.00 220.73
Owl Rock Capital Corporation (OBDC) 0.1 $163k 11k 15.12
Biorestorative Therapies Com New (BRTX) 0.0 $25k 17k 1.43