| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLQ | Exit | CLOUGH GLOBAL EQUITY FD | $0 | – | -10,404 | -100.0% | -0.23% | – |
| Exit | BLACKROCK INTL GRWTH & INC T | $0 | – | -30,030 | -100.0% | -0.36% | – | |
| JHP | Exit | NUVEEN QUALITY PFD INC FD 3 | $0 | – | -21,563 | -100.0% | -0.37% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $0 | – | -2,659 | -100.0% | -0.41% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -2,301 | -100.0% | -0.43% | – |
| Exit | APPLE INC | $0 | – | -1,978 | -100.0% | -0.43% | – | |
| Exit | BOEING CO | $0 | – | -1,710 | -100.0% | -0.44% | – | |
| BLV | Exit | VANGUARD BD INDEX FD INClong term bond | $0 | – | -2,399 | -100.0% | -0.45% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -5,603 | -100.0% | -0.46% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -4,367 | -100.0% | -0.48% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -7,048 | -100.0% | -0.49% | – |
| EMD | Exit | WESTERN ASSET EMRG MKT DEBT | $0 | – | -18,241 | -100.0% | -0.53% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -3,402 | -100.0% | -0.57% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -3,505 | -100.0% | -0.57% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -5,971 | -100.0% | -0.59% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -5,036 | -100.0% | -0.63% | – |
| IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -4,241 | -100.0% | -0.66% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -1,638 | -100.0% | -0.68% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmortg-back sec | $0 | – | -6,621 | -100.0% | -0.71% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -4,446 | -100.0% | -0.74% | – |
| NEN | Exit | NEW ENGLAND RLTY ASSOC LTD Pdepositry rcpt | $0 | – | -7,000 | -100.0% | -0.76% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -4,774 | -100.0% | -0.79% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -4,302 | -100.0% | -0.92% | – |
| BIV | Exit | VANGUARD BD INDEX FD INCintermed term | $0 | – | -5,789 | -100.0% | -1.00% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -14,305 | -100.0% | -1.20% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -2,903 | -100.0% | -1.20% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -17,030 | -100.0% | -1.58% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -17,056 | -100.0% | -1.87% | – |
| BSV | Exit | VANGUARD BD INDEX FD INCshort trm bond | $0 | – | -12,146 | -100.0% | -1.97% | – |
| BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | -12,276 | -100.0% | -2.04% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -28,723 | -100.0% | -2.07% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -22,486 | -100.0% | -2.40% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -12,341 | -100.0% | -2.95% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -15,030 | -100.0% | -3.07% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -9,030 | -100.0% | -3.42% | – |
| VOX | Exit | VANGUARD WORLD FDS | $0 | – | -20,534 | -100.0% | -3.82% | – |
| XLE | Exit | SELECT SECTOR SPDR TRsbi int-energy | $0 | – | -36,485 | -100.0% | -4.53% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -18,904 | -100.0% | -4.68% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -17,309 | -100.0% | -4.70% | – |
| VCR | Exit | VANGUARD WORLD FDSconsum dis etf | $0 | – | -19,268 | -100.0% | -4.80% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -22,079 | -100.0% | -4.86% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -49,273 | -100.0% | -4.91% | – |
| IYJ | Exit | ISHARES TRu.s. inds etf | $0 | – | -22,843 | -100.0% | -4.91% | – |
| VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -24,978 | -100.0% | -4.92% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -54,974 | -100.0% | -5.12% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -28,033 | -100.0% | -6.28% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -36,995 | -100.0% | -9.00% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 19 | Q3 2023 | 11.5% |
| Vanguard Mid Cap | 19 | Q3 2023 | 9.0% |
| Vanguard Small Cap | 19 | Q3 2023 | 6.3% |
| SPDR S&P 500 ETF Trust | 19 | Q3 2023 | 4.8% |
| VANGUARD TAX-MANAGED INTL FD | 19 | Q3 2023 | 2.1% |
| MICROSOFT CORP | 19 | Q3 2023 | 0.9% |
| ISHARES INC | 19 | Q3 2023 | 1.4% |
| Exxon Mobil Corporation | 19 | Q3 2023 | 0.8% |
| ISHARES TR | 18 | Q3 2023 | 7.8% |
| ISHARES TR | 18 | Q3 2023 | 4.3% |
View US FINANCIAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View US FINANCIAL ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.