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Us Financial Advisors, Llc

Portfolio Manager
Us Financial Advisors, Llc
Performance
0% (N/A)
AUM (13F)
$338.35M
# of Holdings
97
Performance Rank
N/A
Allocation (Top 20)
N/A

Us Financial Advisors, Llc Holdings Map

Top 50 Us Financial Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWB
ISHARES TR
12.57%138.6K$42.5M
-0.67%(-929)
2024-Q1: 130.9K shares2024-Q2: 134.3K shares2024-Q3: 136.9K shares2024-Q4: 139.5K shares2025-Q1: 138.6K shares2025-03-31
IVV
ISHARES TR
9.22%55.5K$31.2M
-0.24%(-131)
2024-Q1: 56.8K shares2024-Q2: 53.2K shares2024-Q3: 54.3K shares2024-Q4: 55.7K shares2025-Q1: 55.5K shares2025-03-31
EFA
ISHARES TR
5.8%240.1K$19.6M
+9.85%(+21.52K)
2024-Q1: 197.9K shares2024-Q2: 208.2K shares2024-Q3: 211.7K shares2024-Q4: 218.6K shares2025-Q1: 240.1K shares2025-03-31
SPTI
SPDR SER TR
4.18%494.9K$14.1M
+6.17%(+28.77K)
2024-Q1: 367.4K shares2024-Q2: 430.1K shares2024-Q3: 449.7K shares2024-Q4: 466.1K shares2025-Q1: 494.9K shares2025-03-31
VO
VANGUARD INDEX FDS
3.87%50.6K$13.1M
-2.05%(-1.06K)
2024-Q1: 49.3K shares2024-Q2: 49.8K shares2024-Q3: 51.0K shares2024-Q4: 51.7K shares2025-Q1: 50.6K shares2025-03-31
IWD
ISHARES TR
3.76%67.5K$12.7M
+1.83%(+1.21K)
2024-Q2: 60.5K shares2024-Q3: 64.8K shares2024-Q4: 66.3K shares2025-Q1: 67.5K shares2025-03-31
RDVY
FIRST TR EXCHANGE TRADED FD
3.39%195.9K$11.5M
-2.14%(-4.29K)
2024-Q1: 189.2K shares2024-Q2: 192.3K shares2024-Q3: 196.4K shares2024-Q4: 200.2K shares2025-Q1: 195.9K shares2025-03-31
SPY
SPDR S&P 500 ETF TR
3.26%19.7K$11.0M
+0.33%(+64)
2024-Q1: 20.6K shares2024-Q2: 19.6K shares2024-Q3: 20.0K shares2024-Q4: 19.6K shares2025-Q1: 19.7K shares2025-03-31
VCSH
VANGUARD SCOTTSDALE FDS
3.12%133.8K$10.6M
+2.82%(+3.67K)
2024-Q1: 106.9K shares2024-Q2: 123.2K shares2024-Q3: 126.4K shares2024-Q4: 130.1K shares2025-Q1: 133.8K shares2025-03-31
EEM
ISHARES TR
2.93%226.9K$9.9M
+11.57%(+23.54K)
2024-Q1: 180.4K shares2024-Q2: 194.5K shares2024-Q3: 198.1K shares2024-Q4: 203.4K shares2025-Q1: 226.9K shares2025-03-31

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