US FINANCIAL ADVISORS, LLC
Q4 2024 13F Holdings
- Locationbraintree, MA
- Num holdings
89
- Value ($000)
$325,183
- Date Filed02/13/2025
- Form type13F-HR
- CIK0001640420
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $44.95M | 14 % | 139,531 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $32.77M | 10 % | 55,665 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $16.52M | 5 % | 218,555 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $13.66M | 4 % | 51,707 | ||
SPDR SER TR | PORTFLI INTRMDIT | 78464A672 | $13.00M | 4 % | 466,129 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $12.28M | 4 % | 66,332 | ||
RDVY FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | $11.84M | 4 % | 200,186 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.50M | 4 % | 19,627 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $10.33M | 3 % | 111,362 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $10.15M | 3 % | 130,092 |
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