Highland Financial Advisors, LLC holdings history

Add to watchlist

69 is the total number of securities Highland Financial Advisors, LLC has owned. The longest Highland Financial Advisors, LLC has owned a single stock is 6 quarters.

Highland Financial Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VYM VANGUARD WHITEHALL FDS6610.68%12.19%13.70%Q2 2022Q3 20236
SPLG SPDR SER TR668.80%9.46%10.95%Q2 2022Q3 20236
AVUS AMERICAN CENTY ETF TR666.65%7.84%8.34%Q2 2022Q3 20236
DFAU DIMENSIONAL ETF TRUST666.61%7.81%8.36%Q2 2022Q3 20236
VONG VANGUARD SCOTTSDALE FDS665.05%7.20%8.44%Q2 2022Q3 20236
AVDE AMERICAN CENTY ETF TR663.42%4.80%6.53%Q2 2022Q3 20236
AVIG AMERICAN CENTY ETF TR662.91%4.65%6.62%Q2 2022Q3 20236
IWF ISHARES TR663.86%4.64%6.47%Q2 2022Q3 20236
IAU ISHARES GOLD TR663.92%4.54%5.34%Q2 2022Q3 20236
AVEM AMERICAN CENTY ETF TR664.28%4.52%4.84%Q2 2022Q3 20236
AVUV AMERICAN CENTY ETF TR663.61%3.85%4.03%Q2 2022Q3 20236
VTI VANGUARD INDEX FDS662.39%2.85%4.11%Q2 2022Q3 20236
GINN GOLDMAN SACHS ETF TR662.42%2.74%3.06%Q2 2022Q3 20236
VNQ VANGUARD INDEX FDS662.22%2.45%2.86%Q2 2022Q3 20236
ARKK ARK ETF TR661.70%2.11%2.62%Q2 2022Q3 20236
IEFA ISHARES TR660.84%1.06%1.42%Q2 2022Q3 20236
VTEB VANGUARD MUN BD FDS660.65%0.78%0.90%Q2 2022Q3 20236
AGG ISHARES TR660.30%0.54%0.71%Q2 2022Q3 20236
AAPL APPLE INC660.48%0.53%0.58%Q2 2022Q3 20236
VTV VANGUARD INDEX FDS660.23%0.48%1.58%Q2 2022Q3 20236
JPM JPMORGAN CHASE & CO660.41%0.45%0.54%Q2 2022Q3 20236
DFAE DIMENSIONAL ETF TRUST660.29%0.44%0.69%Q2 2022Q3 20236
AMZN AMAZON COM INC660.25%0.32%0.39%Q2 2022Q3 20236
IEMG ISHARES INC660.14%0.25%0.58%Q2 2022Q3 20236
IDRV ISHARES TR660.22%0.25%0.28%Q2 2022Q3 20236
ICLN ISHARES TR660.19%0.25%0.30%Q2 2022Q3 20236
SLYV SPDR SER TR660.18%0.24%0.32%Q2 2022Q3 20236
DFAC DIMENSIONAL ETF TRUST660.19%0.22%0.29%Q2 2022Q3 20236
MSFT MICROSOFT CORP660.13%0.22%0.28%Q2 2022Q3 20236
XVV ISHARES TR660.14%0.18%0.20%Q2 2022Q3 20236
AMERICAN CENTY ETF TR551.57%1.63%1.67%Q3 2022Q3 20235
SCHG SCHWAB STRATEGIC TR320.30%0.72%0.90%Q2 2022Q3 20235
AMERICAN CENTY ETF TR550.41%0.54%0.68%Q3 2022Q3 20235
AMERICAN CENTY ETF TR550.28%0.31%0.34%Q3 2022Q3 20235
BNDX VANGUARD CHARLOTTE FDS320.10%0.18%0.33%Q2 2022Q3 20235
ARKG ARK ETF TR550.11%0.17%0.24%Q2 2022Q2 20235
GSST GOLDMAN SACHS ETF TR442.30%2.62%2.90%Q4 2022Q3 20234
LQD ISHARES TR441.74%1.93%2.21%Q4 2022Q3 20234
MEAR ISHARES U S ETF TR440.82%0.86%0.89%Q4 2022Q3 20234
ITM VANECK ETF TRUST440.55%0.66%0.77%Q4 2022Q3 20234
NVDA NVIDIA CORPORATION440.14%0.15%0.18%Q2 2022Q1 20234
SGOV ISHARES TR330.44%0.46%0.49%Q1 2023Q3 20233
VONE VANGUARD SCOTTSDALE FDS330.16%0.28%0.41%Q2 2022Q4 20223
V VISA INC330.11%0.11%0.12%Q1 2023Q3 20233
AMERICAN CENTY ETF TR225.19%5.34%5.50%Q4 2022Q1 20232
SCHP SCHWAB STRATEGIC TR221.60%1.76%1.91%Q2 2022Q3 20222
GHYB GOLDMAN SACHS ETF TR221.13%1.14%1.16%Q2 2022Q3 20222
KWEB KRANESHARES TR220.75%0.88%1.01%Q2 2022Q3 20222
DFAI DIMENSIONAL ETF TRUST220.42%0.64%0.86%Q2 2022Q3 20222
CNYA ISHARES TR220.35%0.42%0.50%Q2 2022Q3 20222
IJT ISHARES TR220.20%0.34%0.48%Q2 2022Q3 20222
GLD SPDR GOLD TR220.18%0.29%0.40%Q2 2022Q3 20222
QQQ INVESCO QQQ TR220.23%0.25%0.26%Q2 2022Q3 20222
KGRN KRANESHARES TR220.21%0.25%0.29%Q2 2022Q3 20222
TDOC TELADOC HEALTH INC220.20%0.22%0.25%Q3 2022Q4 20222
KESG KRANESHARES TR220.20%0.21%0.23%Q2 2022Q3 20222
SCHH SCHWAB STRATEGIC TR220.18%0.18%0.18%Q2 2022Q3 20222
ARKW ARK ETF TR220.14%0.14%0.14%Q3 2022Q4 20222
ISHARES TR220.11%0.12%0.12%Q2 2023Q3 20232
PACW PACWEST BANCORP DEL220.10%0.10%0.10%Q2 2023Q3 20232
SCHD SCHWAB STRATEGIC TR110.93%0.93%0.93%Q3 2022Q3 20221
KFVG KRANESHARES TR110.80%0.80%0.80%Q3 2022Q3 20221
VEA VANGUARD TAX-MANAGED I...110.30%0.30%0.30%Q2 2022Q2 20221
DIMENSIONAL ETF TRUST110.29%0.29%0.29%Q3 2022Q3 20221
VT VANGUARD INTL EQUITY I...110.18%0.18%0.18%Q3 2022Q3 20221
SDG ISHARES TR110.15%0.15%0.15%Q2 2022Q2 20221
ARKQ ARK ETF TR110.14%0.14%0.14%Q4 2022Q4 20221
ARKF ARK ETF TR110.14%0.14%0.14%Q4 2022Q4 20221
GOOG ALPHABET INC110.11%0.11%0.11%Q3 2023Q3 20231
 Download

The securities at the top of the list , including VANGUARD WHITEHALL FDS, SPDR SER TR, and AMERICAN CENTY ETF TR, are the highest-conviction holdings of Highland Financial Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Highland Financial Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Highland Financial Advisors, LLC owns currently or has owned in the past.