| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NEN | Exit | NEW ENGLAND RLTY ASSOC LTD Pdepositry rcpt | $0 | – | -3,122 | -100.0% | -0.09% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -1,623 | -100.0% | -0.09% | – |
| RPRX | Exit | ROYALTY PHARMA PLC | $0 | – | -8,165 | -100.0% | -0.09% | – |
| PHO | Exit | INVESCO EXCHANGE TRADED FD Twater res etf | $0 | – | -4,239 | -100.0% | -0.09% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -4,228 | -100.0% | -0.10% | – |
| SUSC | Exit | ISHARES TResg awre usd etf | $0 | – | -10,678 | -100.0% | -0.10% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,666 | -100.0% | -0.10% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -9,238 | -100.0% | -0.10% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -580 | -100.0% | -0.10% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -2,894 | -100.0% | -0.11% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -2,766 | -100.0% | -0.11% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -596 | -100.0% | -0.11% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -4,600 | -100.0% | -0.13% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -21,558 | -100.0% | -0.13% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -725 | -100.0% | -0.14% | – |
| HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -9,462 | -100.0% | -0.16% | – |
| SHE | Exit | SPDR SER TRspdr msci usa ge | $0 | – | -4,533 | -100.0% | -0.16% | – |
| RTX | Exit | RTX CORPORATION | $0 | – | -5,355 | -100.0% | -0.16% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -3,347 | -100.0% | -0.16% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -3,186 | -100.0% | -0.17% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -4,616 | -100.0% | -0.18% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -3,479 | -100.0% | -0.19% | – |
| NUMG | Exit | NUSHARES ETF TRnuveen esg midcp | $0 | – | -12,698 | -100.0% | -0.19% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -17,210 | -100.0% | -0.22% | – |
| SPSM | Exit | SPDR SER TRportfolio s&p600 | $0 | – | -14,214 | -100.0% | -0.22% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -3,637 | -100.0% | -0.24% | – |
| NUDM | Exit | NUSHARES ETF TRnuveen esg intl | $0 | – | -21,903 | -100.0% | -0.25% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -11,466 | -100.0% | -0.25% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -5,330 | -100.0% | -0.29% | – |
| NUSC | Exit | NUSHARES ETF TRnuveen esg smlcp | $0 | – | -20,980 | -100.0% | -0.30% | – |
| KRMA | Exit | GLOBAL X FDSconscious cos | $0 | – | -30,540 | -100.0% | -0.38% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -12,234 | -100.0% | -0.42% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblackstone senr | $0 | – | -25,534 | -100.0% | -0.44% | – |
| SACH | Exit | SACHEM CAP CORP | $0 | – | -329,570 | -100.0% | -0.48% | – |
| EFIV | Exit | SPDR SER TRs&p 500 esg etf | $0 | – | -28,170 | -100.0% | -0.49% | – |
| ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -15,595 | -100.0% | -0.49% | – |
| XVV | Exit | ISHARES TResg scrnd s&p500 | $0 | – | -36,432 | -100.0% | -0.49% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -26,381 | -100.0% | -0.52% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -29,487 | -100.0% | -0.60% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -33,480 | -100.0% | -0.66% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -38,672 | -100.0% | -0.76% | – |
| FALN | Exit | ISHARES TRfaln angls usd | $0 | – | -74,294 | -100.0% | -0.77% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -21,152 | -100.0% | -0.78% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -5,989 | -100.0% | -0.79% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -43,328 | -100.0% | -0.79% | – |
| AAPL | Exit | APPLE INC | $0 | – | -13,679 | -100.0% | -0.97% | – |
| Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -51,595 | -100.0% | -1.08% | – | |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -67,098 | -100.0% | -1.22% | – |
| SPTS | Exit | SPDR SER TRportfolio sh tsr | $0 | – | -110,996 | -100.0% | -1.32% | – |
| VONE | Exit | VANGUARD SCOTTSDALE FDSvng rus1000idx | $0 | – | -16,979 | -100.0% | -1.37% | – |
| ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -134,354 | -100.0% | -1.51% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -76,691 | -100.0% | -1.62% | – |
| USIG | Exit | ISHARES TRusd inv grde etf | $0 | – | -82,323 | -100.0% | -1.64% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -8,852 | -100.0% | -1.86% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -56,949 | -100.0% | -1.92% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -48,403 | -100.0% | -2.28% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -81,078 | -100.0% | -2.56% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -165,831 | -100.0% | -2.62% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -27,471 | -100.0% | -3.04% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -102,171 | -100.0% | -3.19% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -86,935 | -100.0% | -3.32% | – |
| RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -178,595 | -100.0% | -3.41% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -96,505 | -100.0% | -3.64% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -20,907 | -100.0% | -3.71% | – |
| SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -340,430 | -100.0% | -3.89% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -46,186 | -100.0% | -4.00% | – |
| MOAT | Exit | VANECK ETF TRUSTmrngstr wde moat | $0 | – | -137,942 | -100.0% | -4.35% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -57,370 | -100.0% | -4.51% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -186,447 | -100.0% | -5.34% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -54,767 | -100.0% | -9.77% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -125,833 | -100.0% | -12.28% | – |
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.