US FINANCIAL ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Braintree, MA
CIK
0001640420
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 72 268,360 IWB, IVV, EFA, VB 13F-HR 2/7/2024 000108514624000831
Q3 2023 71 240,651 IWB, IVV, EFA, VB 13F-HR 11/13/2023 000108514623004237
Q2 2023 70 235,241 IWB, IVV, SPTI, EFA 13F-HR 8/9/2023 000108514623003198
Q1 2023 70 224,201 IVV, IWB, SPTI, EFA 13F-HR 5/4/2023 000117266123001840
Q4 2022 69 199,255 IWB, IVV, SPTI, EFA 13F-HR 1/26/2023 000117266123000290
Q3 2022 64 178,532 IWB, IVV, EFA, VB 13F-HR 10/13/2022 000117266122002200
Q2 2022 63 178,053 IWB, IVV, EFA, VB 13F-HR 8/15/2022 000117266122001853
Q1 2022 72 207,914 IWB, IVV, EFA, IWF 13F-HR 5/13/2022 000181204622000064
Q4 2021 78 219,569 IWB, IVV, EFA, MOAT 13F-HR 2/14/2022 000181204622000036
Q3 2021 69 201,978 IWB, IVV, EFA, MOAT 13F-HR 10/26/2021 000181204621000093
Q2 2021 77 204,983 IWB, IVV, EFA, MOAT 13F-HR 8/10/2021 000181204621000078
Q1 2021 143 360,207 IWB, IVV, EFA, VB 13F-HR 4/30/2021 000164042021000004
Q4 2020 130 331,559 IWB, IVV, EFA, VB 13F-HR 2/18/2021 000164042021000002
Q2 2016 47 49,804 VO, VB, VFH, VAW 13F-HR 8/12/2016 000114420416118563
Q1 2016 495 57,488 VO, VB, VFH, VAW 13F-HR 5/5/2016 000114420416099223
Q4 2015 640 105,381 XLP, XLF, VO, XLI 13F-HR 2/16/2016 000114420416082033
Q3 2015 587 60,166 XLU, XLF, IYZ, VO 13F-HR 11/13/2015 000114420415065129
Q2 2015 580 106,009 XLP, XLY, XLF, XLV RESTATEMENT 8/20/2015 000114420415051023
Q1 2015 388 110,061 XLP, XLY, XLF, XLU RESTATEMENT 5/18/2015 000114036115020549
Q4 2014 369 111,959 XLP, XLF, XLU, XLY RESTATEMENT 5/18/2015 000114036115020546
Additional filings from Us Financial Advisors, LLC that have since been restated