Highland Financial Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Wayne, NJ
CIK
0001939237
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 54 230,037 VYM, SPLG, VONG, AVUS 13F-HR 1/18/2024 000193923724000002
Q3 2023 44 193,137 VYM, SPLG, VONG, AVUS 13F-HR 10/25/2023 000193923723000008
Q2 2023 44 194,033 VYM, SPLG, DFAU, AVUS 13F-HR 7/13/2023 000193923723000006
Q1 2023 44 184,223 VYM, SPLG, DFAU, AVUS 13F-HR 4/17/2023 000193923723000004
Q4 2022 45 169,843 VYM, SPLG, AVUS, DFAU 13F-HR 2/8/2023 000193923723000002
Q3 2022 55 144,113 VYM, SPLG, VONG, AVUS 13F-HR 11/15/2022 000193923722000004
Q2 2022 48 145,921 VYM, SPLG, VONG, AVUS 13F-HR 8/4/2022 000193923722000002