Filer Name: US FINANCIAL ADVISORS, LLC
CIK: 1640420
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 89
Portfolio Value: $0.33B

Us Financial Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IWB US ISHARES RUSSELL 1000 ETF 139,531 $45M 13.82% 1.9% -
IVV US ISHARES CORE S&P 500 ETF 55,665 $33M 10.08% 2.5% -
EFA US ISHARES MSCI EAFE ETF 218,555 $17M 5.08% 3.2% -
VO US VANGUARD MID-CAP ETF 51,707 $14M 4.20% 1.3% -
SPTI US SPDR PORT INT TREASURY TERM 466,129 $13M 4.00% 3.6% -
IWD US ISHARES RUSSELL 1000 VALUE E 66,332 $12M 3.78% 2.4% -
RDVY US FIRST TRUST RISING DIVIDEND 200,186 $12M 3.64% 1.9% -
SPY US SPDR S&P 500 ETF TRUST 19,627 $12M 3.54% -2.0% -
MOAT US VANECK MORNINGSTAR WIDE MOAT 111,362 $10M 3.18% 1.4% -
VCSH US VANGUARD S/T CORP BOND ETF 130,092 $10M 3.12% 2.9% -
IWF US ISHARES RUSSELL 1000 GROWTH 25,212 $10M 3.11% 1.7% -
VCIT US VANGUARD INT-TERM CORPORATE 118,754 $10M 2.93% 3.8% -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 94,755 $9M 2.66% -5.8% -
VB US VANGUARD SMALL-CAP ETF 35,981 $9M 2.66% 0.7% -
EEM US ISHARES MSCI EMERGING MARKET 203,407 $9M 2.62% 2.7% -
DFAS US DIMENSIONAL US SMALL CAP ETF 108,981 $7M 2.18% 2.8% -
IEI US ISHARES 3-7 YEAR TREASURY BO 56,534 $7M 2.01% -0.2% -
SHY US ISHARES 1-3 YEAR TREASURY BO 76,807 $6M 1.94% 4.1% -
USFR US WISDOMTREE FLOATING RATE TRE 120,533 $6M 1.87% 39.4% -
USIG US ISHARES BROAD USD INVESTMENT 105,994 $5M 1.64% 1.7% -
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