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| Name: |
US FINANCIAL ADVISORS LLC |
| City: |
BRAINTREE |
| State: |
MA |
| Zip: |
02184 |
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data |
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| Holdings
Found :
13 |
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Menu
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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 |
|
SPY |
Standard & Poors Depository... |
9 |
- |
$520.91 |
$9,840,000 |
20,703 |
3.67% |
903,000 |
-204 |
0 |
Closed - End Fund - E... |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
14 |
- |
$0.00 |
$7,052,000 |
77,168 |
2.63% |
-930,000 |
-9,767 |
0.009 |
Closed - End Fund - E... |
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TMO |
Thermo Fisher Scientific |
18 |
- |
$590.70 |
$4,687,000 |
8,831 |
1.75% |
206,000 |
-21 |
0.002 |
Medical Laboratories ... |
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VONE |
Vanguard Russell 1000 Etf |
22 |
- |
$236.89 |
$3,671,000 |
16,920 |
1.37% |
366,000 |
-59 |
0.016 |
N/A |
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TMW |
SPDR Dow Jones Wilshire TOT... |
44 |
- |
$63.83 |
$637,000 |
10,906 |
0.24% |
35,000 |
-560 |
0.011 |
Closed - End Fund - E... |
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ESGU |
Ishares Msci Usa Esg Optimized |
49 |
- |
$0.00 |
$471,000 |
4,491 |
0.18% |
38,000 |
-125 |
0 |
N/A |
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VTIP |
Vanguard Short Term Inflati... |
51 |
- |
$48.05 |
$454,000 |
9,570 |
0.17% |
-1,374,000 |
-29,102 |
0.001 |
N/A |
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JNJ |
Johnson & Johnson |
52 |
- |
$151.22 |
$450,000 |
2,873 |
0.17% |
-116,000 |
-764 |
0 |
Drug Manufacturers - ... |
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IVW |
ishares tr S&P 500 BARRA GR |
57 |
- |
$84.75 |
$337,000 |
4,483 |
0.13% |
22,000 |
-117 |
0.001 |
Closed - End Fund - E... |
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QUAL |
Ishares Msci Usa Quality Fa... |
58 |
- |
$0.00 |
$322,000 |
2,186 |
0.12% |
-98,000 |
-1,000 |
0 |
N/A |
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XOM |
Exxon Mobil Corp |
59 |
- |
$117.91 |
$321,000 |
3,215 |
0.12% |
-73,000 |
-132 |
0 |
Integrated Oil & Gas |
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RTX |
RTX Corp |
61 |
- |
$101.02 |
$299,000 |
3,553 |
0.11% |
-86,000 |
-1,802 |
0 |
Conglomerates |
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ITOT |
iShares Core S&P Total US |
65 |
- |
$114.50 |
$269,000 |
2,559 |
0.1% |
8,000 |
-207 |
0.001 |
Closed - End Fund - E... |
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