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  Name: Wells Financial Advisors INC
  City: FRAMINGHAM
  State: MA
  Zip: 01701
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $146,810,000
  Total Value Change : $9,118,000
  Securities Held Change : 5
   
All Securities Held : 69
  New Positions : 5
  Closed Positions : 0
  Increased Positions : 13
  Unchanged Positions : 33
  Decreased Positions : 18

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 1 - $75.01 $14,834,000 202,785 10.1% 1,719,000 1,199 0.011    Closed - End Fund - E...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 3 - $0.00 $11,647,000 70,866 7.93% 1,483,000 1,790 0.004    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 6 - $350.68 $7,215,000 20,962 4.91% 735,000 117 0.008    Closed - End Fund - E...
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter 7 - $57.83 $7,194,000 122,863 4.9% 62,000 2,641 0.014    Closed - End Fund - Debt
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 9 - $215.30 $6,604,000 32,101 4.5% 554,000 456 0.008    Closed - End Fund - E...
   (IQLT)1 Year Chart         IQLT Ishares Edge Msci Intl Qual... 13 - $0.00 $5,255,000 132,505 3.58% 287,000 245 0.014    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 19 - $96.52 $2,291,000 23,396 1.56% 103,000 1,350 0    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 20 - $529.96 $2,017,000 3,837 1.37% 207,000 47 0    Closed - End Fund - E...
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 25 - $0.00 $1,018,000 22,330 0.69% -2,000 190 0.001    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 28 - $59.68 $918,000 15,115 0.63% 80,000 12,092 0.007    Closed - End Fund - E...
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 29 - $79.65 $729,000 9,054 0.5% 12,000 229 0.001    Closed - End Fund - Debt
   (EFIV)1 Year Chart         EFIV Spdr S And P 500 Esg Etf 45 - $0.00 $172,000 3,398 0.12% 55,000 860 0.038    N/A
   (ESGS)1 Year Chart         ESGS Columbia Sustainable Us Equ... 51 - $0.00 $76,000 1,706 0.05% 36,000 715 0.114    N/A
      13 Records Found
  1    
Page 1 of 1
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