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CIK: 0001640420
Total reported value
$338.4M
$338.4M
89 檔
35.7%
The Q4 2024 SEC filing reveals that US Financial Advisors, LLC held a total portfolio value of $338.4M, covering 89 public equity positions.
During Q4 2024, US Financial Advisors, LLC'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 | IWB | Ishares Russell 1000 ETF | ETF-Other | 13.82% | +12.57% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.08% | +9.22% | NEW | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.08% | +5.80% | NEW | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.20% | +3.87% | NEW | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 4.00% | +4.18% | NEW | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.78% | +3.76% | NEW | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 3.64% | +3.39% | NEW | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.54% | +3.26% | NEW | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.18% | +2.90% | NEW | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.12% | +3.12% | NEW | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.11% | +2.64% | NEW | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.93% | +2.90% | NEW | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.66% | +1.90% | NEW | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 2.66% | +2.27% | NEW | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.62% | +2.93% | NEW | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.18% | +1.93% | NEW | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.01% | +2.06% | NEW | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.94% | +1.84% | NEW | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.87% | +2.49% | NEW | |
| 20 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.64% | +1.66% | NEW | |
| 21 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.54% | +1.59% | NEW | |
| 22 | VONE | Vanguard Russell 1000 | ETF-Other | 1.51% | +1.36% | NEW | |
| 23 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.34% | +1.27% | NEW | |
| 24 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.21% | +1.23% | NEW | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.16% | +1.07% | NEW | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.08% | +2.55% | NEW | |
| 27 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.08% | +1.07% | NEW | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.03% | +1.04% | NEW | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | +0.66% | NEW | |
| 30 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.65% | +0.64% | NEW | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | +0.51% | NEW | |
| 32 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.51% | +0.51% | NEW | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | +0.45% | NEW | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.49% | +0.47% | NEW | |
| 35 | XVV | Ishares Esg Select Screened | ETF-Other | 0.42% | +0.40% | NEW | |
| 36 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.42% | +0.39% | NEW | |
| 37 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.41% | +0.41% | NEW | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.40% | +0.40% | NEW | |
| 39 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.40% | +0.36% | NEW | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.29% | NEW | |
| 41 | KRMA | Global X Conscious Companies | ETF-Other | 0.34% | +0.33% | NEW | |
| 42 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.29% | +0.26% | NEW | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.27% | +0.27% | NEW | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.25% | +0.23% | NEW | |
| 45 | MBB | Ishares Mbs ETF | ETF-Other | 0.21% | +0.23% | NEW | |
| 46 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.21% | +0.23% | NEW | |
| 47 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-Other | 0.20% | +0.18% | NEW | |
| 48 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.19% | +0.20% | NEW | |
| 49 | SACH | Sachem Capital CORP | Stock-Other | 0.18% | — | +2.44% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | +0.21% | NEW |
According to official SEC Form 13F filings, US Financial Advisors, LLC reported a total U.S. public equity portfolio value of $338.4M across 89 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWB, IVV, EFA) accounted for 35.7% of total reported equity market value during Q4 2024.
During Q4 2024, US Financial Advisors, LLC's top holdings by market value included IWB (13.8%)、IVV (10.1%)、EFA (5.1%). The largest single position, IWB, represented 13.8% of total portfolio value.
In Q4 2024, US Financial Advisors, LLC 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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