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CIK: 0002022456
Total reported value
$238.9M
$238.9M
55 檔
34.3%
As reported in its official Q4 2024 Form 13F filing, Bright Financial Advisors, Inc.'s tracked investment portfolio stood at $238.9M with 55 total positions.
During Q4 2024, Bright Financial Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 19.53% | -1.07% | -4.20% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 9.31% | +1.26% | +3.79% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 9.12% | -2.63% | -1.02% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.31% | +0.29% | -3.96% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.19% | +0.65% | +2.51% | |
| 6 | GAL | Ss Global Allocation ETF | ETF-Other | 4.30% | -0.19% | -3.22% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 3.98% | -0.46% | +3.08% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.56% | +0.30% | -3.35% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.02% | +0.09% | +14.27% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.82% | +0.08% | +25.47% | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.55% | +0.02% | +54.53% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 2.53% | +0.26% | — | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.23% | -0.59% | +5.73% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.10% | +0.26% | +0.85% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.89% | +0.15% | -0.03% | |
| 16 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.75% | -0.25% | -2.80% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.71% | -0.11% | — | |
| 18 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.67% | +0.36% | -4.30% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.38% | +0.31% | — | |
| 20 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.35% | +0.37% | -1.45% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.26% | +0.06% | — | |
| 22 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.09% | -0.03% | -6.51% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.01% | -24.21% | |
| 24 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.66% | -0.25% | — | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 0.57% | -0.16% | -2.28% | |
| 26 | ZTS | Zoetis Inc | Stock-Healthcare | 0.53% | -0.12% | — | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.52% | -0.04% | -6.56% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | -0.04% | -19.83% | |
| 29 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.42% | +0.36% | — | |
| 30 | VHT | Vanguard Health Care ETF | ETF-Other | 0.38% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | +0.14% | -0.41% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | +0.01% | -0.25% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.31% | -0.01% | -2.01% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.05% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | — | -18.74% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.09% | +8.68% | |
| 37 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.26% | -0.02% | — | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.02% | +16.24% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.24% | — | +201.00% | |
| 40 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.22% | — | — | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.22% | +0.04% | -7.00% | |
| 42 | VOX | Vanguard Communication Servi | ETF-Other | 0.22% | -0.01% | — | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | -0.01% | — | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.21% | — | — | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | +0.09% | — | |
| 46 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.17% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.03% | — | |
| 48 | SKYY | First Trust Cloud Computing | ETF-Other | 0.16% | +0.01% | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.14% | +0.04% | +23.75% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | — | — |
According to official SEC Form 13F filings, Bright Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $238.9M across 55 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, RSP, GLD) accounted for 34.3% of total reported equity market value during Q4 2024.
During Q4 2024, Bright Financial Advisors, Inc.'s top holdings by market value included AGG (19.5%)、RSP (9.3%)、GLD (9.1%). The largest single position, AGG, represented 19.5% of total portfolio value.
In Q4 2024, Bright Financial Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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