Advus Financial Partners, LLC
CIK 2150676 · Holdings on Sep 30, 2023 · First reported Aug 25, 2026
Top ten holdings
Q3 2023- IVV11.68%
- ITOT8.89%
- ACWX7.14%
- IUSB4.95%
- IQLT4.65%
- QUAL4.43%
- SCHB3.16%
- AAPL2.90%
- HDV2.51%
- TFLO2.01%
Share classes counted separately52.32%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $29.70M | 11.68% | 69.15K shares | — | ↗▾ | |
| 02 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $22.61M | 8.89% | 240.01K shares | — | ↗▾ | |
| 03 | ACWXISHARES MSCI ACWI EX US ETFMSCI ACWI EX US View history and evidence | $18.14M | 7.14% | 385.89K shares | — | ↗▾ | |
| 04 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $12.59M | 4.95% | 287.95K shares | — | ↗▾ | |
| 05 | IQLTISHARES MSCI INTERNATIONAL QMSCI INTL QUALTY View history and evidence | $11.82M | 4.65% | 351.61K shares | — | ↗▾ | |
| 06 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $11.25M | 4.43% | 85.39K shares | — | ↗▾ | |
| 07 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $8.03M | 3.16% | 161.04K shares | — | ↗▾ | |
| 08 | AAPLAPPLE INC View history and evidence | $7.38M | 2.90% | 43.11K shares | — | ↗▾ | |
| 09 | HDVISHARES CORE HIGH DIVIDEND ECORE HIGH DV ETF View history and evidence | $6.37M | 2.51% | 64.41K shares | — | ↗▾ | |
| 10 | TFLOISHARES TREASURY FLOATING RATRS FLT RT BD View history and evidence | $5.12M | 2.01% | 100.92K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 18
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TLH ISHARES 10-20 YEAR TREASURY | Non-derivative | — | — | SEC filing ↗ | |
| SHYG ISHARES 0-5 YR HY CORP BOND | Non-derivative | — | — | SEC filing ↗ | |
| MTUM ISHARES MSCI USA MOMENTUM FA | Non-derivative | — | — | SEC filing ↗ |
3 / 18 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2150676 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2026-08-25
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 254217725
}Research all 152 reported holdings.
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