US FINANCIAL ADVISORS, LLC
CIK 1640420 · Holdings on Mar 31, 2025 · First reported May 8, 2025
Top ten holdings
Q1 2025- IWB12.57%
- IVV9.22%
- EFA5.80%
- SPTI4.18%
- VO3.87%
- IWD3.76%
- RDVY3.39%
- SPY3.26%
- VCSH3.12%
- EEM2.93%
Share classes counted separately52.10%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight increased · +1.47 pp1.08% → 2.55%Shares +24.82K (+176.56%)
- IWBWeight decreased · -1.25 pp13.82% → 12.57%Shares -929 (-0.67%)
- IVVWeight decreased · -0.86 pp10.08% → 9.22%Shares -131 (-0.24%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $42.51M | 12.57% | 138.60K shares | 13.82% → 12.57%-1.25 pp -929 (-0.67%) | Reduced | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $31.20M | 9.22% | 55.53K shares | 10.08% → 9.22%-0.86 pp -131 (-0.24%) | Reduced | ↗▾ |
| 03 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $19.62M | 5.80% | 240.08K shares | 5.08% → 5.80%+0.72 pp +21.52K (+9.85%) | Added | ↗▾ |
| 04 | SPTISS SPDR P INT TERM TSY ETFPORTFLI INTRMDIT View history and evidence | $14.14M | 4.18% | 494.89K shares | 4.00% → 4.18%+0.18 pp +28.77K (+6.17%) | Added | ↗▾ |
| 05 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $13.10M | 3.87% | 50.65K shares | 4.20% → 3.87%-0.33 pp -1.06K (-2.05%) | Reduced | ↗▾ |
| 06 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $12.71M | 3.76% | 67.55K shares | 3.78% → 3.76%-0.02 pp +1.21K (+1.83%) | Added | ↗▾ |
| 07 | RDVYFIRST TRUST RISING DIVIDENDRISNG DIVD ACHIV View history and evidence | $11.47M | 3.39% | 195.90K shares | 3.64% → 3.39%-0.25 pp -4.29K (-2.14%) | Reduced | ↗▾ |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $11.01M | 3.26% | 19.69K shares | 3.54% → 3.26%-0.28 pp +64 (+0.33%) | Added | ↗▾ |
| 09 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $10.56M | 3.12% | 133.76K shares | 3.12% → 3.12%+0.00 pp +3.67K (+2.82%) | Added | ↗▾ |
| 10 | EEMISHARES MSCI EMERGING MARKETMSCI EMG MKT ETF View history and evidence | $9.92M | 2.93% | 226.95K shares | 2.62% → 2.93%+0.31 pp +23.54K (+11.57%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1640420 · Period Mar 31, 2025
Data loaded Sep 23, 2026 · First reported May 8, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 338350453
}Research all 97 reported holdings.
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