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| Name: |
Financial Advisors LLC |
| City: |
ANDOVER |
| State: |
MA |
| Zip: |
01810 |
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data |
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Filing Period: |
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| Holdings
Found :
14 |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
USMV |
iShares MSCI USA Minimum Vo... |
|
- |
$0.00 |
$90,838,000 |
1,086,843 |
% |
6,449,000 |
5,353 |
0 |
N/A |
|
|
SCHV |
Schwab Strategic Trust |
|
- |
$74.68 |
$68,120,000 |
896,552 |
% |
5,918,000 |
9,224 |
0 |
N/A |
|
|
HAWX |
Ishares Currency Hedged Msc... |
|
- |
$32.03 |
$53,429,000 |
1,700,755 |
% |
4,977,000 |
28,850 |
0 |
N/A |
|
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IJR |
iShares Core S&P Small-Cap |
|
- |
$109.56 |
$52,760,000 |
477,381 |
% |
2,212,000 |
10,428 |
0 |
N/A |
|
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SCHX |
Schwab Strategic Trust |
|
- |
$61.67 |
$4,655,000 |
75,005 |
% |
429,000 |
76 |
0 |
N/A |
|
|
GOOG |
Alphabet Inc |
|
- |
$171.58 |
$3,513,000 |
23,074 |
% |
324,000 |
445 |
0 |
N/A |
|
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AMZN |
Amazon.com Inc |
|
- |
$189.50 |
$1,818,000 |
10,078 |
% |
289,000 |
13 |
0 |
N/A |
|
|
IWM |
iShares Tr Russell 2000 Indx |
|
- |
$205.86 |
$1,541,000 |
7,329 |
% |
101,000 |
152 |
0 |
N/A |
|
|
IVV |
iShares Core S&P 500 Etf |
|
- |
$522.66 |
$1,395,000 |
2,654 |
% |
265,000 |
289 |
0 |
N/A |
|
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VZ |
Verizon Communications Inc |
|
- |
$39.79 |
$714,000 |
17,020 |
% |
72,000 |
3 |
0 |
N/A |
|
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VTI |
Vanguard Total Stock Market... |
|
- |
$257.81 |
$371,000 |
1,427 |
% |
34,000 |
5 |
0 |
N/A |
|
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T |
AT&T Corp |
|
- |
$17.18 |
$308,000 |
17,479 |
% |
15,000 |
11 |
0 |
N/A |
|
|
WMT |
Wal-Mart Stores Inc |
|
- |
$60.24 |
$263,000 |
4,376 |
% |
33,000 |
2,919 |
0 |
N/A |
|
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SMMV |
Ishares Edge Msci Min Vol U... |
|
- |
$0.00 |
$219,000 |
5,856 |
% |
10,000 |
4 |
0 |
N/A |
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