US FINANCIAL ADVISORS, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    braintree, MA
  • CIK
    0001640420
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

89

$325.18M
IWB, IVV, EFA, VO
13F-HR
Feb 13, 2025
000108514625001376

88

$321.14M
IWB, IVV, EFA, VO
13F-HR
Oct 31, 2024
000108514624005269

84

$298.24M
IWB, IVV, EFA, VO
13F-HR
Aug 2, 2024
000108514624003433

81

$288.77M
IWB, IVV, EFA, VB
13F-HR
May 13, 2024
000108514624002404

72

$268.36M
IWB, IVV, EFA, VB
13F-HR
Feb 8, 2024
000108514624000831

71

$240.65M
IWB, IVV, EFA, VB
13F-HR
Nov 13, 2023
000108514623004237

70

$235.24M
IWB, IVV, SPDR SER TR, EFA
13F-HR
Aug 10, 2023
000108514623003198

70

$224.20M
IVV, IWB, SPDR SER TR, EFA
13F-HR
May 4, 2023
000117266123001840

69

$199.26M
IWB, IVV, SPDR SER TR, EFA
13F-HR
Jan 26, 2023
000117266123000290

64

$178.53M
IWB, IVV, EFA, VB
13F-HR
Oct 13, 2022
000117266122002200

63

$178.05M
IWB, IVV, EFA, VB
13F-HR
Aug 15, 2022
000117266122001853

72

$207.91M
IWB, IVV, EFA, IWF
13F-HR
May 13, 2022
000181204622000064

78

$219.57M
IWB, IVV, EFA, MOAT
13F-HR
Feb 14, 2022
000181204622000036

69

$201.98M
IWB, IVV, EFA, MOAT
13F-HR
Oct 26, 2021
000181204621000093

77

$204.98M
IWB, IVV, EFA, MOAT
13F-HR
Aug 10, 2021
000181204621000078

143

$360.21M
IWB, IVV, EFA, VB
13F-HR
Apr 30, 2021
000164042021000004

130

$331.56M
IWB, IVV, EFA, VB
13F-HR
Feb 18, 2021
000164042021000002

47

$49.80M
VO, VB, VANGUARD WORLD FDS, VANGUARD WORLD FDS
13F-HR
Aug 12, 2016
000114420416118563

495

$57.49M
VO, VB, VANGUARD WORLD FDS, VANGUARD WORLD FDS
13F-HR
May 5, 2016
000114420416099223

640

$105.38M
XLP, XLF, VO, XLI
13F-HR
Feb 16, 2016
000114420416082033

587

$60.17M
XLU, XLF, IYZ, VO
13F-HR
Nov 13, 2015
000114420415065129

580

$106.01M
XLP, XLY, XLF, XLV
RESTATEMENT
Aug 20, 2015
000114420415051023

388

$110.06M
XLP, XLY, XLF, XLU
RESTATEMENT
May 18, 2015
000114036115020549

369

$111.96M
XLP, XLF, XLU, XLY
RESTATEMENT
May 18, 2015
000114036115020546
Us Financial Advisors, Llc 13F Filings