US FINANCIAL ADVISORS, LLC
Q1 2025 13F Holdings
- Locationbraintree, MA
- Num holdings
97
- Value ($000)
$338,350
- Date Filed 05/08/2025
- Form type13F-HR
- CIK 0001640420
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES TR | RUS 1000 ETF | 464287622 | $42.51M | 13 % | 138,602 | ||
I ISHARES TR | CORE S&P500 ETF | 464287200 | $31.20M | 9 % | 55,534 | ||
E ISHARES TR | MSCI EAFE ETF | 464287465 | $19.62M | 6 % | 240,077 | ||
SPDR SER TR | PORTFLI INTRMDIT | 78464A672 | $14.14M | 4 % | 494,894 | ||
V VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $13.10M | 4 % | 50,649 | ||
I ISHARES TR | RUS 1000 VAL ETF | 464287598 | $12.71M | 4 % | 67,545 | ||
R FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $11.47M | 3 % | 195,898 | ||
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.01M | 3 % | 19,691 | ||
V VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $10.56M | 3 % | 133,761 | ||
E ISHARES TR | MSCI EMG MKT ETF | 464287234 | $9.92M | 3 % | 226,949 |
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