Us Financial Advisors, LLC Top Holdings and 13F Report (2023) → Must-See: Elon’s New Invention is Absolutely Insane (From InvestorPlace) (Ad) About Us Financial Advisors, LLCInvestment ActivityUs Financial Advisors, LLC has $288.77 million in total holdings as of March 31, 2023.Us Financial Advisors, LLC owns shares of 81 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 2.60% of the portfolio was purchased this quarter.About 0.91% of the portfolio was sold this quarter.This quarter, Us Financial Advisors, LLC has purchased 72 new stocks and bought additional shares in 54 stocks.Us Financial Advisors, LLC sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $37,701,540iShares Core S&P 500 ETF $29,879,585iShares MSCI EAFE ETF $15,800,809Vanguard Small-Cap ETF $13,713,470VanEck Morningstar Wide Moat ETF $13,005,313 Largest New Holdings this Quarter Vanguard Growth ETF $316,322 HoldingBroadcom $233,272 HoldingMeta Platforms $231,633 HoldingBerkshire Hathaway $214,467 HoldingSherwin-Williams $213,608 Holding Largest Purchases this Quarter SPDR Portfolio Intermediate Term Treasury ETF 15,885 shares (about $447.64K)iShares MSCI USA Value Factor ETF 3,629 shares (about $393.06K)iShares Core S&P 500 ETF 742 shares (about $390.09K)iShares Russell 1000 ETF 1,235 shares (about $355.72K)Vanguard Intermediate-Term Corporate Bond ETF 4,150 shares (about $334.12K) Largest Sales this Quarter Thermo Fisher Scientific 1,542 shares (about $896.23K)WisdomTree Bloomberg Floating Rate Treasury Fund 17,207 shares (about $865.34K)Microsoft 1,058 shares (about $445.12K)Vanguard Short-Term Inflation-Protected Securities ETF 3,482 shares (about $166.75K)SPDR S&P 500 ETF Trust 145 shares (about $75.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUs Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWBiShares Russell 1000 ETF$37,701,540$355,718 ▲1.0%130,89413.1%ETFIVViShares Core S&P 500 ETF$29,879,585$390,095 ▲1.3%56,83410.3%ETFEFAiShares MSCI EAFE ETF$15,800,809$298,996 ▲1.9%197,8565.5%FinanceVBVanguard Small-Cap ETF$13,713,470$127,552 ▲0.9%59,9924.7%ETFMOATVanEck Morningstar Wide Moat ETF$13,005,313$230,594 ▲1.8%144,6644.5%ETFVOVanguard Mid-Cap ETF$12,306,477$249,608 ▲2.1%49,2544.3%ETFVLUEiShares MSCI USA Value Factor ETF$11,329,499$393,059 ▲3.6%104,6023.9%ETFSPYSPDR S&P 500 ETF Trust$10,753,325$75,846 ▼-0.7%20,5583.7%FinanceRDVYFirst Trust NASDAQ Rising Dividend Achievers$10,630,031$302,926 ▲2.9%189,2473.7%ManufacturingSPTISPDR Portfolio Intermediate Term Treasury ETF$10,354,611$447,640 ▲4.5%367,4453.6%ETFIWFiShares Russell 1000 Growth ETF$9,504,811$53,254 ▲0.6%28,2003.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$8,362,539$334,115 ▲4.2%103,8702.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,265,558$249,558 ▲3.1%106,9142.9%ETFEEMiShares MSCI Emerging Markets ETF$7,411,159$293,024 ▲4.1%180,4082.6%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$7,107,517$23,501 ▲0.3%77,4242.5%ETFIEIiShares 3-7 Year Treasury Bond ETF$5,833,447$109,672 ▲1.9%50,3712.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$5,016,923$237,978 ▲5.0%61,3471.7%ManufacturingUSIGiShares Broad USD Investment Grade Corporate Bond ETF$4,347,088$74,886 ▲1.8%85,6231.5%ManufacturingTMOThermo Fisher Scientific$4,236,440$896,226 ▼-17.5%7,2891.5%MedicalFLOTiShares Floating Rate Bond ETF$4,087,023$62,498 ▲1.6%80,0431.4%ETFVONEVanguard Russell 1000$4,040,386$8,103 ▲0.2%16,9541.4%ETFANGLVanEck Fallen Angel High Yield Bond ETF$4,019,742$69,590 ▲1.8%138,5161.4%ManufacturingVEAVanguard FTSE Developed Markets ETF$3,545,254$93,266 ▲2.7%70,6651.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$3,243,884$1,099 ▲0.0%112,1681.1%ETFAAPLApple$2,581,802$39,269 ▲1.5%15,0560.9%Computer and TechnologyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$2,307,859$865,340 ▼-27.3%45,8910.8%FinanceMBBiShares MBS ETF$2,240,789$145,652 ▲7.0%24,2460.8%ETFVMBSVanguard Mortgage-Backed Securities ETF$2,086,018$56,739 ▲2.8%45,7360.7%ETFMSFTMicrosoft$2,081,303$445,122 ▼-17.6%4,9470.7%Computer and TechnologyFALNiShares Fallen Angels USD Bond ETF$2,010,721$11,254 ▼-0.6%74,8590.7%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$1,747,234$18,060 ▼-1.0%33,8610.6%ETFSACHSachem Capital$1,661,623$46,264 ▲2.9%372,5610.6%FinanceXVViShares ESG Screened S&P 500 ETF$1,599,237$10,072 ▲0.6%39,6940.6%ETFESGVVanguard ESG US Stock ETF$1,592,801$38,767 ▲2.5%17,0920.6%ETFEFIVSPDR S&P 500 ESG ETF$1,585,434$39,246 ▲2.5%31,3080.5%ETFIAGGiShares Core International Aggregate Bond ETF$1,530,470$27,123 ▲1.8%30,6400.5%ETFBNDXVanguard Total International Bond ETF$1,410,722$87,460 ▲6.6%28,6790.5%ETFKRMAGlobal X Conscious Companies ETF$1,201,709$12,822 ▲1.1%33,1780.4%ManufacturingEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,191,095$46,808 ▲4.1%13,2830.4%ETFSRLNSPDR Blackstone Senior Loan ETF$1,156,021$60,892 ▲5.6%27,4520.4%ETFNUSCNuveen ESG Small-Cap ETF$975,701$45,208 ▲4.9%23,4600.3%ETFVOEVanguard Mid-Cap Value ETF$920,782$49,110 ▲5.6%5,9060.3%ETFNUDMNuveen ESG International Developed Markets Equity ETF$763,173$32,344 ▲4.4%24,5630.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$735,410$35,795 ▲5.1%11,4640.3%ETFESGEiShares ESG Aware MSCI EM ETF$638,187$35,936 ▲6.0%19,8010.2%ManufacturingNUMGNuveen ESG Mid-Cap Growth ETF$631,306$25,487 ▲4.2%14,1930.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$625,779$12,181 ▲2.0%14,5390.2%ETFXLVHealth Care Select Sector SPDR Fund$572,450$21,568 ▲3.9%3,8750.2%ETFNVDANVIDIA$565,628$14,457 ▲2.6%6260.2%Computer and TechnologySHESPDR MSCI USA Gender Diversity Index ETF$537,348$21,596 ▲4.2%5,0760.2%ETFHEDJWisdomTree Europe Hedged Equity Fund$525,120$25,744 ▲5.2%10,8720.2%FinanceESGUiShares ESG Aware MSCI USA ETF$516,400$115 ▲0.0%4,4920.2%ManufacturingJNJJohnson & Johnson$468,401$13,921 ▲3.1%2,9610.2%MedicalSUSCiShares ESG Aware USD Corporate Bond ETF$436,165$38,163 ▲9.6%18,9720.2%ManufacturingMDYSPDR S&P MidCap 400 ETF Trust$403,3900.0%7250.1%ETFXOMExxon Mobil$357,369$16,392 ▼-4.4%3,0740.1%Oils/EnergyIVWiShares S&P 500 Growth ETF$349,084$29,470 ▼-7.8%4,1340.1%ETFRTXRTX$346,5230.0%3,5530.1%AerospaceICLNiShares Global Clean Energy ETF$333,100$12,764 ▼-3.7%23,8270.1%ETFPHOInvesco Water Resources ETF$320,600$15,244 ▲5.0%4,8160.1%ETFVUGVanguard Growth ETF$316,322$316,322 ▲New Holding9190.1%ETFQUALiShares MSCI USA Quality Factor ETF$295,996$63,275 ▼-17.6%1,8010.1%ETFNOBLProShares S&P 500 Aristocrats ETF$294,614$406 ▲0.1%2,9050.1%ETFVONGVanguard Russell 1000 Growth ETF$291,779$7,886 ▲2.8%3,3670.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$291,554$166,753 ▼-36.4%6,0880.1%ManufacturingNOCNorthrop Grumman$285,2810.0%5960.1%AerospaceGOOGLAlphabet$275,146$30,186 ▲12.3%1,8230.1%Computer and TechnologyPGProcter & Gamble$271,217$487 ▲0.2%1,6720.1%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$270,955$24,098 ▼-8.2%2,3500.1%ETFCARRCarrier Global$245,7730.0%4,2280.1%Computer and TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$237,578$26,634 ▲12.6%9,7050.1%ManufacturingRPRXRoyalty Pharma$237,342$10,630 ▼-4.3%7,8150.1%FinanceAVGOBroadcom$233,272$233,272 ▲New Holding1760.1%Computer and TechnologyMETAMeta Platforms$231,633$231,633 ▲New Holding4770.1%Computer and TechnologyNENNew England Realty Associates Limited Partnership$224,4720.0%3,1220.1%Real EstateBRK.BBerkshire Hathaway$214,467$214,467 ▲New Holding5100.1%FinanceSHWSherwin-Williams$213,608$213,608 ▲New Holding6150.1%ConstructionSDYSPDR S&P Dividend ETF$213,396$213,396 ▲New Holding1,6260.1%ETFSCHBSchwab US Broad Market ETF$212,210$212,210 ▲New Holding3,4760.1%ETFOTISOtis Worldwide$207,872$207,872 ▲New Holding2,0940.1%ConstructionIEFiShares 7-10 Year Treasury Bond ETF$202,383$202,383 ▲New Holding2,1380.1%ETFShowing largest 100 holdings. 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