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Us Financial Advisors

Company profile

Employees
Location
SEC CIK

Investment data

Data from SEC filings
Top 50 of 69 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$28.01M 115.88K 114.91K +0.8
$22.1M 51.29K 50.77K +1.0
$15.84M 203.01K 200.02K +1.5
$10.44M 142.56K NEW
$9.77M 44.67K 44.53K +0.3
$9.7M 74.52K 74.13K +0.5
$9.07M 96.06K 95.17K +0.9
$8.76M 101.64K 101.61K 0
$8.4M 101.97K 100.85K +1.1
$8.29M 19.33K 19.89K -2.8
$8.1M 34.19K 33.77K +1.2
$7.37M 146.22K 142.1K +2.9
$5.37M 105.7K 107.43K -1.6
$5.16M 9.04K 9.14K -1.1
$4.78M 144.75K 142.45K +1.6
$4.05M 37.46K 38.23K -2.0
$3.71M 78.13K 76.19K +2.5
Vanguard Charlotte FDS
$3.24M 56.95K NEW
$2.62M 26.05K 25.31K +2.9
$2.61M 42.89K 41.38K +3.6
$2.31M 8.43K 8.71K -3.2
$1.7M 32.3K 32.38K -0.3
$1.56M 5.54K 5.39K +2.8
$1.53M 10.78K 10.78K 0
$1.08M 9.39K 14.32K -34.4
Vanguard Tax-managed Intl FD
$918K 18.18K 19.92K -8.7
$887K 12K 13.84K -13.3
$858K 18.64K 18.57K +0.4
$854K 7.76K 8.81K -11.9
$675K 11.47K 11.47K 0
$603K 5.19K 5.19K 0
$588K 3.64K 3.52K +3.6
$560K 13.2K 6.87K +92.1
$465K 5.41K 4.24K +27.5
$464K 2.11K 2.11K 0
$415K 2.53K 2.53K 0
$406K 11.44K 11.44K 0
$383K 6.2K 7.63K -18.7
$357K 6.73K 6.21K +8.4
$353K 880 880 0
SPDR S&P Midcap 400 Etf TR
$349K 725 725 0
$346K 7.46K 7.46K 0
$343K 3.62K 3.58K +1.1
$334K 6.33K 5.83K +8.6
$324K 7.62K 7.54K +1.0
$323K 7.5K 7.5K 0
$314K 16.43K 16.43K 0
$307K 6.25K 6.25K 0
$304K 9.72K 9.89K -1.7
$296K 5.07K 5.07K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

28 Nov 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings