| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 22 | Q2 2024 | 11.5% |
| Vanguard Mid Cap | 22 | Q2 2024 | 9.0% |
| Vanguard Small Cap | 22 | Q2 2024 | 6.3% |
| SPDR S&P 500 ETF Trust | 22 | Q2 2024 | 4.8% |
| VANGUARD TAX-MANAGED INTL FD | 22 | Q2 2024 | 2.1% |
| MICROSOFT CORP | 22 | Q2 2024 | 0.9% |
| ISHARES INC | 22 | Q2 2024 | 1.4% |
| Exxon Mobil Corporation | 22 | Q2 2024 | 0.8% |
| ISHARES TR | 21 | Q2 2024 | 7.8% |
| ISHARES TR | 21 | Q2 2024 | 4.3% |
View US FINANCIAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-02 |
| 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 |
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.