Filer Name: BRIGHT FINANCIAL ADVISORS, INC.
CIK: 2022456
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 55
Portfolio Value: $0.16B

Bright Financial Advisors, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AGG US ISHARES CORE U.S. AGGREGATE 320,587 $31M 19.53% -4.2% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 84,523 $15M 9.31% 3.8% -
GLD US SPDR GOLD SHARES 59,914 $15M 9.12% -1.0% -
IVV US ISHARES CORE S&P 500 ETF 19,769 $12M 7.31% -4.0% -
IJR US ISHARES CORE S&P SMALL-CAP E 85,482 $10M 6.19% 2.5% -
GAL US SPDR SSGA GLOBAL ALLOCATION 154,688 $7M 4.30% -3.2% -
SYK US STRYKER CORP 17,591 $6M 3.98% 3.1% -
IJH US ISHARES CORE S&P MIDCAP ETF 91,017 $6M 3.56% -3.4% -
AAPL US APPLE INC 19,160 $5M 3.02% 14.3% -
VTI US VANGUARD TOTAL STOCK MKT ETF 15,472 $4M 2.82% 25.5% -
SDVY US FIRST TRUST SMID CAP RISING 113,129 $4M 2.55% 54.5% -
ETN US EATON CORP PLC 12,141 $4M 2.53% - -
GLDM US SPDR GOLD MINISHARES TRUST 68,393 $4M 2.23% 5.7% -
QQQ US INVESCO QQQ TRUST SERIES 1 6,529 $3M 2.10% 0.8% -
NVDA US NVIDIA CORP 22,345 $3M 1.89% 0.0% -
DUSB US DIMENSION ULTRASHORT FI ETF 55,143 $3M 1.75% -2.8% -
BRK/A US BERKSHIRE HATHAWAY INC-CL A 4 $3M 1.71% - -
MTUM US ISHARES MSCI USA MOMENTUM FA 12,826 $3M 1.67% -4.3% -
VGT US VANGUARD INFO TECH ETF 3,525 $2M 1.38% - -
QQQM US INVESCO NASDAQ 100 ETF 10,181 $2M 1.35% -1.5% -
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