Us Financial Advisors

Us Financial Advisors as of Dec. 31, 2020

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 130 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 9.6 $32M 150k 211.84
Ishares Tr Core S&p500 Etf (IVV) 7.6 $25M 67k 375.38
Ishares Tr Msci Eafe Etf (EFA) 5.9 $20M 267k 72.96
Vanguard Index Fds Small Cp Etf (VB) 4.8 $16M 81k 194.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.7 $15M 41k 373.89
Ishares Tr Rus 1000 Grw Etf (IWF) 4.6 $15M 63k 241.14
Ishares Tr Core Us Aggbd Et (AGG) 4.3 $14M 119k 118.19
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.3 $11M 128k 86.38
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 3.2 $11M 171k 62.00
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.8 $9.1M 69k 132.97
Vanguard Index Fds Mid Cap Etf (VO) 2.7 $9.1M 44k 206.76
Vanguard Index Fds Growth Etf (VUG) 2.4 $8.0M 32k 253.34
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.4 $7.9M 135k 58.55
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.3 $7.7M 79k 97.14
Ishares Tr S&p 500 Grwt Etf (IVW) 2.3 $7.7M 121k 63.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $6.7M 81k 83.25
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.8 $6.0M 118k 50.72
Ishares Tr Msci Emg Mkt Etf (EEM) 1.7 $5.5M 107k 51.67
Vanguard Index Fds Value Etf (VTV) 1.6 $5.2M 43k 118.97
Ishares Tr Mbs Etf (MBB) 1.5 $4.8M 44k 110.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.4 $4.5M 49k 90.98
Thermo Fisher Scientific (TMO) 1.3 $4.3M 9.1k 465.74
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.2 $3.9M 80k 49.28
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 1.2 $3.9M 120k 32.10
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $3.2M 47k 68.18
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.9 $3.1M 67k 47.20
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $2.7M 33k 82.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $2.7M 74k 36.01
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $2.5M 21k 121.83
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $2.4M 79k 30.65
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.4M 12k 194.60
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $2.3M 42k 55.17
Apple (AAPL) 0.7 $2.3M 17k 132.69
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $2.0M 7.6k 267.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.9M 5.4k 343.68
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $1.7M 34k 51.11
Ishares Tr Tips Bd Etf (TIP) 0.5 $1.6M 13k 127.61
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.6M 12k 136.76
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.6M 29k 55.21
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $1.6M 13k 115.95
Microsoft Corporation (MSFT) 0.4 $1.4M 6.4k 222.36
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $1.4M 45k 31.41
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.4M 15k 91.87
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $1.4M 15k 92.84
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.4 $1.3M 24k 54.06
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $1.3M 21k 61.79
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.1M 13k 86.20
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.1M 16k 69.10
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $990k 7.0k 141.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $927k 19k 50.12
Boeing Company (BA) 0.3 $926k 4.3k 214.15
Hartford Financial Services (HIG) 0.3 $833k 17k 48.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $822k 2.6k 313.62
Select Sector Spdr Tr Technology (XLK) 0.2 $801k 6.2k 130.05
Clorox Company (CLX) 0.2 $772k 3.8k 201.83
Blackstone Group Com Cl A (BX) 0.2 $725k 11k 64.81
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $703k 2.0k 353.80
Ishares Core Msci Emkt (IEMG) 0.2 $677k 11k 62.08
Ishares Tr Core Msci Total (IXUS) 0.2 $651k 9.7k 67.20
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $632k 4.4k 142.18
Johnson & Johnson (JNJ) 0.2 $605k 3.8k 157.35
Amazon (AMZN) 0.2 $596k 183.00 3256.83
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $582k 9.7k 60.12
Exxon Mobil Corporation (XOM) 0.2 $574k 14k 41.24
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $532k 3.9k 138.00
Pepsi (PEP) 0.2 $525k 3.5k 148.22
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $519k 4.6k 113.39
Royal Caribbean Cruises (RCL) 0.1 $469k 6.3k 74.76
MGM Resorts International. (MGM) 0.1 $457k 15k 31.53
General Motors Company (GM) 0.1 $451k 11k 41.62
Pvh Corporation (PVH) 0.1 $449k 4.8k 93.99
Constellation Brands Cl A (STZ) 0.1 $438k 2.0k 219.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $430k 4.9k 88.17
Bridgebio Pharma (BBIO) 0.1 $427k 6.0k 71.17
Northrop Grumman Corporation (NOC) 0.1 $421k 1.4k 304.63
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $407k 2.5k 164.78
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.1 $397k 5.4k 73.52
Ishares Tr Eafe Value Etf (EFV) 0.1 $397k 8.4k 47.16
Cheesecake Factory Incorporated (CAKE) 0.1 $391k 11k 37.04
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $382k 13k 29.47
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $378k 3.0k 128.05
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $377k 4.3k 88.50
Moderna (MRNA) 0.1 $360k 3.4k 104.56
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $356k 3.5k 100.88
Brinker International (EAT) 0.1 $354k 6.3k 56.64
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $349k 6.2k 56.04
Comcast Corp Cl A (CMCSA) 0.1 $341k 6.5k 52.33
JPMorgan Chase & Co. (JPM) 0.1 $330k 2.6k 127.02
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $325k 3.0k 109.50
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $322k 4.6k 69.98
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $310k 4.1k 75.63
W.R. Berkley Corporation (WRB) 0.1 $308k 4.6k 66.47
First Tr Value Line Divid In SHS (FVD) 0.1 $307k 8.7k 35.11
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $304k 725.00 419.31
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $303k 3.3k 91.38
Raytheon Technologies Corp (RTX) 0.1 $303k 4.2k 71.41
Spirit Airlines (SAVE) 0.1 $297k 12k 24.41
Vanguard World Fds Health Car Etf (VHT) 0.1 $294k 1.3k 224.09
Spdr Ser Tr S&p 600 Sml Cap 0.1 $285k 3.6k 79.56
Select Sector Spdr Tr Communication (XLC) 0.1 $283k 4.2k 67.41
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $275k 1.1k 246.42
Walt Disney Company (DIS) 0.1 $272k 1.5k 181.33
Cisco Systems (CSCO) 0.1 $271k 6.1k 44.76
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $271k 1.7k 160.54
Spdr Ser Tr Spdr Bloomberg (BIL) 0.1 $269k 2.9k 91.62
Procter & Gamble Company (PG) 0.1 $268k 1.9k 139.29
Delta Air Lines Inc Del Com New (DAL) 0.1 $268k 6.7k 40.20
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $261k 7.3k 35.86
Alphabet Cap Stk Cl A (GOOGL) 0.1 $261k 149.00 1751.68
Trane Technologies SHS (TT) 0.1 $261k 1.8k 145.00
Wpx Energy 0.1 $245k 30k 8.17
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $245k 5.3k 46.10
Tesla Motors (TSLA) 0.1 $239k 338.00 707.10
Chevron Corporation (CVX) 0.1 $235k 2.8k 84.50
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $233k 2.6k 88.59
Bank of America Corporation (BAC) 0.1 $231k 7.6k 30.32
Intel Corporation (INTC) 0.1 $228k 4.6k 49.81
Macy's (M) 0.1 $225k 20k 11.25
General Electric Company 0.1 $225k 21k 10.79
Spdr Ser Tr S&p Biotech (XBI) 0.1 $216k 1.5k 140.53
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $216k 3.5k 62.09
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $216k 3.4k 62.75
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $213k 2.7k 79.95
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $213k 926.00 230.02
Ishares Tr U.s. Tech Etf (IYW) 0.1 $213k 2.5k 84.93
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $212k 1.8k 115.97
Norfolk Southern (NSC) 0.1 $211k 888.00 237.61
Facebook Cl A (META) 0.1 $207k 758.00 273.09
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $201k 3.0k 67.43
Park Hotels & Resorts Inc-wi (PK) 0.1 $181k 11k 17.19