Us Financial Advisors

Us Financial Advisors as of March 31, 2024

Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 81 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 13.1 $38M 131k 288.03
Ishares Tr Core S&p500 Etf (IVV) 10.3 $30M 57k 525.73
Ishares Tr Msci Eafe Etf (EFA) 5.5 $16M 198k 79.86
Vanguard Index Fds Small Cp Etf (VB) 4.7 $14M 60k 228.59
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.5 $13M 145k 89.90
Vanguard Index Fds Mid Cap Etf (VO) 4.3 $12M 49k 249.86
Ishares Tr Msci Usa Value (VLUE) 3.9 $11M 105k 108.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.7 $11M 21k 523.07
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.7 $11M 189k 56.17
Spdr Ser Tr Portfli Intrmdit (SPTI) 3.6 $10M 367k 28.18
Ishares Tr Rus 1000 Grw Etf (IWF) 3.3 $9.5M 28k 337.05
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.9 $8.4M 104k 80.51
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.9 $8.3M 107k 77.31
Ishares Tr Msci Emg Mkt Etf (EEM) 2.6 $7.4M 180k 41.08
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.5 $7.1M 77k 91.80
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.0 $5.8M 50k 115.81
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.7 $5.0M 61k 81.78
Ishares Tr Usd Inv Grde Etf (USIG) 1.5 $4.3M 86k 50.77
Thermo Fisher Scientific (TMO) 1.5 $4.2M 7.3k 581.21
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.4 $4.1M 80k 51.06
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.4 $4.0M 17k 238.31
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.4 $4.0M 139k 29.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $3.5M 71k 50.17
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.1 $3.2M 112k 28.92
Apple (AAPL) 0.9 $2.6M 15k 171.48
Wisdomtree Tr Floatng Rat Trea (USFR) 0.8 $2.3M 46k 50.29
Ishares Tr Mbs Etf (MBB) 0.8 $2.2M 24k 92.42
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $2.1M 46k 45.61
Microsoft Corporation (MSFT) 0.7 $2.1M 4.9k 420.72
Ishares Tr Faln Angls Usd (FALN) 0.7 $2.0M 75k 26.86
Ishares Core Msci Emkt (IEMG) 0.6 $1.7M 34k 51.60
Sachem Cap (SACH) 0.6 $1.7M 373k 4.46
Ishares Tr Esg Scrnd S&p500 (XVV) 0.6 $1.6M 40k 40.29
Vanguard World Esg Us Stk Etf (ESGV) 0.6 $1.6M 17k 93.19
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.5 $1.6M 31k 50.64
Ishares Tr Core Intl Aggr (IAGG) 0.5 $1.5M 31k 49.95
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $1.4M 29k 49.19
Global X Fds Conscious Cos (KRMA) 0.4 $1.2M 33k 36.22
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $1.2M 13k 89.67
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $1.2M 28k 42.11
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $976k 24k 41.59
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $921k 5.9k 155.91
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.3 $763k 25k 31.07
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $735k 12k 64.15
Ishares Esg Awr Msci Em (ESGE) 0.2 $638k 20k 32.23
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $631k 14k 44.48
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $626k 15k 43.04
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $572k 3.9k 147.73
NVIDIA Corporation (NVDA) 0.2 $566k 626.00 903.56
Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.2 $537k 5.1k 105.86
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.2 $525k 11k 48.30
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $516k 4.5k 114.96
Johnson & Johnson (JNJ) 0.2 $468k 3.0k 158.19
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $436k 19k 22.99
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $403k 725.00 556.40
Exxon Mobil Corporation (XOM) 0.1 $357k 3.1k 116.26
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $349k 4.1k 84.44
Raytheon Technologies Corp (RTX) 0.1 $347k 3.6k 97.53
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $333k 24k 13.98
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $321k 4.8k 66.57
Vanguard Index Fds Growth Etf (VUG) 0.1 $316k 919.00 344.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $296k 1.8k 164.35
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $295k 2.9k 101.42
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $292k 3.4k 86.66
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $292k 6.1k 47.89
Northrop Grumman Corporation (NOC) 0.1 $285k 596.00 478.66
Alphabet Cap Stk Cl A (GOOGL) 0.1 $275k 1.8k 150.93
Procter & Gamble Company (PG) 0.1 $271k 1.7k 162.21
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $271k 2.4k 115.30
Carrier Global Corporation (CARR) 0.1 $246k 4.2k 58.13
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $238k 9.7k 24.48
Royalty Pharma Shs Class A (RPRX) 0.1 $237k 7.8k 30.37
Broadcom (AVGO) 0.1 $233k 176.00 1325.41
Meta Platforms Cl A (META) 0.1 $232k 477.00 485.60
New England Rlty Assoc Ltd P Depositry Rcpt (NEN) 0.1 $225k 3.1k 71.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $215k 510.00 420.52
Sherwin-Williams Company (SHW) 0.1 $214k 615.00 347.33
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $213k 1.6k 131.24
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $212k 3.5k 61.05
Otis Worldwide Corp (OTIS) 0.1 $208k 2.1k 99.27
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $202k 2.1k 94.66