Financial Advisors, LLC
Q4 2024 13F Holdings
- Locationandover, MA
- Num holdings
83
- Value ($000)
$521,279
- Date Filed01/15/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $98.31M | 19 % | 1,107,267 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $88.85M | 17 % | 3,187,865 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $71.04M | 14 % | 2,724,819 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $59.55M | 11 % | 334,428 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $57.99M | 11 % | 503,261 | ||
HAWX ISHARES TR | MSCI ACWI EXUS | 46435G847 | $56.42M | 11 % | 1,751,619 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $7.70M | 2 % | 59,804 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $6.79M | 1 % | 16,914 | ||
AAPL APPLE INC | COM | 037833100 | $6.60M | 1 % | 26,351 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.35M | 1 % | 15,072 |
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