Financial Advisors, LLC
Q2 2025 13F Holdings
- Locationandover, MA
- Num holdings
78
- Value ($000)
$536,906
- Date Filed07/29/2025
- Form type13F-HR
- CIK0001766909
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $103.21 M | 19 % | 1,099,487 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $88.95 M | 17 % | 3,045,218 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $73.43 M | 14 % | 2,653,686 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $61.26 M | 11 % | 335,092 | ||
HAWX ISHARES TR | MSCI ACWI EXUS | 46435G847 | $61.22 M | 11 % | 1,731,849 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $57.26 M | 11 % | 523,889 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $7.59 M | 1 % | 56,078 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.42 M | 1 % | 14,908 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $7.18 M | 1 % | 16,914 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $5.42 M | 1 % | 221,924 |
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