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  Name: Highland Financial Advisors LLC
  City: WAYNE
  State: NJ
  Zip: 07470
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $249,876,000
  Total Value Change : $19,839,000
  Securities Held Change : 0
   
All Securities Held : 54
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 18
  Unchanged Positions : 14
  Decreased Positions : 19

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Holdings Found : 18     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
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 2 - $62.02 $23,262,000 378,065 9.31% 2,566,000 7,829 0.042    Closed - End Fund - E...
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... 3 - $88.06 $22,442,000 258,940 8.98% 2,392,000 1,957 0.026    N/A
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 4 - $0.00 $20,423,000 228,193 8.17% 2,224,000 5,034 0.254    N/A
   (AVDE)1 Year Chart         AVDE Avantis International Equit... 6 - $65.16 $16,442,000 257,947 6.58% 1,363,000 8,425 0.287    N/A
   (AVIG)1 Year Chart         AVIG Avantis Core Fixed Income Etf 7 - $0.00 $15,835,000 383,873 6.34% 1,758,000 47,352 2.983    N/A
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 8 - $0.00 $12,398,000 123,108 4.96% 5,797,000 57,272 0.137    N/A
   (GINN)1 Year Chart         GINN Goldman Sachs Motif Manufac... 9 - $55.85 $10,881,000 193,854 4.35% 951,000 4,675 2.154    N/A
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 15 - $106.89 $5,119,000 46,999 2.05% 454,000 4,844 0.011    Closed - End Fund - E...
   (XCEM)1 Year Chart         XCEM Columbia Em Core Ex China Etf 17 - $0.00 $3,708,000 119,216 1.48% 491,000 12,943 0.132    N/A
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 19 - $0.00 $2,018,000 27,193 0.81% 143,000 548 0    N/A
   (SMIN)1 Year Chart         SMIN iShares Msci India Small Ca... 20 - $0.00 $1,832,000 26,068 0.73% 239,000 3,244 0.478    N/A
   (ITM)1 Year Chart         ITM Vaneck Vectors Amt Free Int... 25 - $0.00 $1,370,000 29,446 0.55% 141,000 3,321 0.077    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 26 - $192.25 $1,018,000 5,937 0.41% -71,000 280 0    Personal Computers
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 28 - $176.44 $848,000 4,702 0.34% 179,000 300 0    Internet Software & S...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 29 - $96.52 $813,000 8,296 0.33% 73,000 837 0    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 33 - $161.18 $523,000 3,214 0.21% 49,000 44 0.001    Closed - End Fund - E...
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 38 - $81.24 $396,000 4,775 0.16% 13,000 178 0.012    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 39 - $415.13 $386,000 918 0.15% 63,000 60 0    Application Software
      18 Records Found
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