FINANCIAL ADVISORS, LLC Holdings

FINANCIAL ADVISORS, LLC is an investment fund managing more than 287.66M US dollars. The largest holdings include ISHARES TR, iShares Currency Hedged MSCI ACWI ex U.S. ETF and ISHARES TR. In Q3 2022 the fund bought assets of total value of 9.21M US dollars and sold assets of total value of 3.43M US dollars.

$287.65M

portfolio value

-22.18%

quarter

-80.61%

1 year

-118.47%

3 years

FINANCIAL ADVISORS, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2019	20405000	1863000
Q2 2019	32422000	23097000
Q3 2019	11530000	4233000
Q4 2019	12018000	738000
Q1 2020	-5561000	21440000
Q2 2020	24934000	5821000
Q3 2020	10538000	30000
Q4 2020	33209000	163000
Q1 2021	25588000	640000
Q2 2021	33038000	554000
Q3 2021	11602000	987000
Q4 2021	31422000	378000
Q1 2022	38147000	44900000
Q2 2022	-25497000	9684000
Q3 2022	9208000	3433000

FINANCIAL ADVISORS, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
ISHARES TR Portfolio share: 23.83% Portfolio value: 68.55M Avg. open price: N/A Current price: N/A P/L: N/A Bought +2.55% shares Q3 2022	share	23.83%	68.55M	N/A	N/A	N/A	Bought +2.55% shares Q3 2022
iShares Currency Hedged MSCI ACWI ex U.S. ETF Portfolio share: 15.07% Portfolio value: 43.35M Avg. open price: $25.67 Current price: $26.37 P/L: +2.73% Bought +2.34% shares Q3 2022	share	15.07%	43.35M	$25.67	$26.37	+2.73%	Bought +2.34% shares Q3 2022
ISHARES TR Portfolio share: 11.93% Portfolio value: 34.32M Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.94% shares Q3 2022	share	11.93%	34.32M	N/A	N/A	N/A	Bought +0.94% shares Q3 2022
Schwab U.S. Small-Cap ETF Portfolio share: 11.71% Portfolio value: 33.68M Avg. open price: $70.3 Current price: $42.34 P/L: -39.77% Bought +8.62% shares Q3 2022	share	11.71%	33.68M	$70.3	$42.34	-39.77%	Bought +8.62% shares Q3 2022
Schwab U.S. Large-Cap Growth ETF Portfolio share: 11.38% Portfolio value: 32.72M Avg. open price: $112.68 Current price: $59.34 P/L: -47.34% Bought +13.31% shares Q3 2022	share	11.38%	32.72M	$112.68	$59.34	-47.34%	Bought +13.31% shares Q3 2022
Schwab U.S. Large-Cap Value ETF Portfolio share: 3.79% Portfolio value: 10.90M Avg. open price: $64.14 Current price: $67.85 P/L: +5.79% Bought +35.18% shares Q3 2022	share	3.79%	10.90M	$64.14	$67.85	+5.79%	Bought +35.18% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 1.68% Portfolio value: 4.83M Avg. open price: $209.61 Current price: $250.2 P/L: +19.37% Sold -0.60% shares Q3 2022	share	1.68%	4.83M	$209.61	$250.2	+19.37%	Sold -0.60% shares Q3 2022
iShares ESG Aware MSCI USA ETF Portfolio share: 1.53% Portfolio value: 4.40M Avg. open price: $88.54 Current price: $88.67 P/L: +0.15% Bought +69.71% shares Q3 2022	share	1.53%	4.40M	$88.54	$88.67	+0.15%	Bought +69.71% shares Q3 2022
iShares Core Conservative Allocation ETF Portfolio share: 1.52% Portfolio value: 4.37M Avg. open price: N/A Current price: $34.45 P/L: N/A N/A Q3 2022	share	1.52%	4.37M	N/A	$34.45	N/A	N/A Q3 2022
Schwab U.S. Large-Cap ETF Portfolio share: 1.25% Portfolio value: 3.59M Avg. open price: $68.98 Current price: $47.18 P/L: -31.61% Sold -7.40% shares Q3 2022	share	1.25%	3.59M	$68.98	$47.18	-31.61%	Sold -7.40% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 1.19% Portfolio value: 3.42M Avg. open price: $99.53 Current price: $146.61 P/L: +47.30% Sold -0.20% shares Q3 2022	share	1.19%	3.42M	$99.53	$146.61	+47.30%	Sold -0.20% shares Q3 2022
iShares Russell 2000 ETF Portfolio share: 1.16% Portfolio value: 3.32M Avg. open price: $219.92 Current price: $182.83 P/L: -16.87% Sold -1.05% shares Q3 2022	share	1.16%	3.32M	$219.92	$182.83	-16.87%	Sold -1.05% shares Q3 2022
ISHARES TR Portfolio share: 1.02% Portfolio value: 2.92M Avg. open price: N/A Current price: N/A P/L: N/A Sold -7.42% shares Q2 2022	share	1.02%	2.92M	N/A	N/A	N/A	Sold -7.42% shares Q2 2022
iShares Russell 1000 Growth ETF Portfolio share: 0.95% Portfolio value: 2.73M Avg. open price: $248.09 Current price: $228.12 P/L: -8.05% Sold -8.78% shares Q3 2022	share	0.95%	2.73M	$248.09	$228.12	-8.05%	Sold -8.78% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.80% Portfolio value: 2.30M Avg. open price: $46.78 Current price: $106.85 P/L: +128.40% Sold -0.42% shares Q3 2022	share	0.80%	2.30M	$46.78	$106.85	+128.40%	Sold -0.42% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.77% Portfolio value: 2.22M Avg. open price: $2,146.67 Current price: $99.87 P/L: -95.35% Bought +9.72% shares Q3 2022	share	0.77%	2.22M	$2,146.67	$99.87	-95.35%	Bought +9.72% shares Q3 2022
iShares ESG Aware MSCI USA Small-Cap ETF Portfolio share: 0.71% Portfolio value: 2.04M Avg. open price: $34.71 Current price: $34.29 P/L: -1.21% Bought +131.58% shares Q3 2022	share	0.71%	2.04M	$34.71	$34.29	-1.21%	Bought +131.58% shares Q3 2022
iShares ESG Aware MSCI EAFE ETF Portfolio share: 0.68% Portfolio value: 1.94M Avg. open price: $68.39 Current price: $67.07 P/L: -1.92% Bought +17.02% shares Q3 2022	share	0.68%	1.94M	$68.39	$67.07	-1.92%	Bought +17.02% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.60% Portfolio value: 1.73M Avg. open price: $283.65 Current price: $287.73 P/L: +1.44% Bought +211.38% shares Q3 2022	share	0.60%	1.73M	$283.65	$287.73	+1.44%	Bought +211.38% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 0.48% Portfolio value: 1.38M Avg. open price: $347.27 Current price: $401.35 P/L: +15.57% Bought +44.03% shares Q3 2022	share	0.48%	1.38M	$347.27	$401.35	+15.57%	Bought +44.03% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.47% Portfolio value: 1.33M Avg. open price: $135.1 Current price: $178.78 P/L: +32.33% Sold -1.13% shares Q1 2022	share	0.47%	1.33M	$135.1	$178.78	+32.33%	Sold -1.13% shares Q1 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.37% Portfolio value: 1.05M Avg. open price: $2,682.59 Current price: $91.02 P/L: -96.61% Bought +2.74% shares Q3 2022	share	0.37%	1.05M	$2,682.59	$91.02	-96.61%	Bought +2.74% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.31% Portfolio value: 899K Avg. open price: $133.82 Current price: $149.09 P/L: +11.41% Sold -1.57% shares Q3 2022	share	0.31%	899K	$133.82	$149.09	+11.41%	Sold -1.57% shares Q3 2022
Restaurants McDonald's Corporation Portfolio share: 0.28% Portfolio value: 796K Avg. open price: $225 Current price: $271.59 P/L: +20.70% Bought +0.21% shares Q3 2022	share	0.28%	796K	$225	$271.59	+20.70%	Bought +0.21% shares Q3 2022
ISHARES INC Portfolio share: 0.28% Portfolio value: 792K Avg. open price: N/A Current price: N/A P/L: N/A Sold -8.70% shares Q2 2022	share	0.28%	792K	N/A	N/A	N/A	Sold -8.70% shares Q2 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.27% Portfolio value: 780K Avg. open price: $1,836.36 Current price: $99.48 P/L: -94.58% Bought +1.01% shares Q2 2022	share	0.27%	780K	$1,836.36	$99.48	-94.58%	Bought +1.01% shares Q2 2022
Semiconductors Analog Devices, Inc. Portfolio share: 0.26% Portfolio value: 740K Avg. open price: $121.06 Current price: $167.9 P/L: +38.69% Bought +1.64% shares Q4 2021	share	0.26%	740K	$121.06	$167.9	+38.69%	Bought +1.64% shares Q4 2021
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.24% Portfolio value: 681K Avg. open price: $98.55 Current price: $163.96 P/L: +66.37% Sold -3.57% shares Q3 2022	share	0.24%	681K	$98.55	$163.96	+66.37%	Sold -3.57% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 0.21% Portfolio value: 618K Avg. open price: $53.07 Current price: $37.07 P/L: -30.14% Sold -1.47% shares Q2 2022	share	0.21%	618K	$53.07	$37.07	-30.14%	Sold -1.47% shares Q2 2022
iShares Core S&P Small-Cap ETF Portfolio share: 0.20% Portfolio value: 584K Avg. open price: $108.92 Current price: $99.28 P/L: -8.85% Sold -10.49% shares Q3 2022	share	0.20%	584K	$108.92	$99.28	-8.85%	Sold -10.49% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.20% Portfolio value: 579K Avg. open price: $260.03 Current price: $320.08 P/L: +23.10% Bought +0.05% shares Q3 2022	share	0.20%	579K	$260.03	$320.08	+23.10%	Bought +0.05% shares Q3 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.18% Portfolio value: 506K Avg. open price: $161.37 Current price: $206.18 P/L: +27.77% Bought +2.07% shares Q4 2021	share	0.18%	506K	$161.37	$206.18	+27.77%	Bought +2.07% shares Q4 2021
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.17% Portfolio value: 502K Avg. open price: $78.45 Current price: $176.56 P/L: +125.06% Sold -4.61% shares Q3 2022	share	0.17%	502K	$78.45	$176.56	+125.06%	Sold -4.61% shares Q3 2022
iShares MSCI ACWI ex U.S. ETF Portfolio share: 0.17% Portfolio value: 495K Avg. open price: $50.86 Current price: $46.59 P/L: -8.41% Sold -3.85% shares Q1 2022	share	0.17%	495K	$50.86	$46.59	-8.41%	Sold -3.85% shares Q1 2022
Staffing & Employment Services Automatic Data Processing, Inc. Portfolio share: 0.17% Portfolio value: 492K Avg. open price: $195.96 Current price: $264.32 P/L: +34.88% Sold -2.58% shares Q3 2022	share	0.17%	492K	$195.96	$264.32	+34.88%	Sold -2.58% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.17% Portfolio value: 492K Avg. open price: $56.89 Current price: $29.17 P/L: -48.73% Sold -3.59% shares Q3 2022	share	0.17%	492K	$56.89	$29.17	-48.73%	Sold -3.59% shares Q3 2022
Aerospace & Defense Raytheon Technologies Corporation Portfolio share: 0.17% Portfolio value: 489K Avg. open price: $72.49 Current price: $100.68 P/L: +38.89% Bought +0.43% shares Q4 2021	share	0.17%	489K	$72.49	$100.68	+38.89%	Bought +0.43% shares Q4 2021
Railroads Union Pacific Corporation Portfolio share: 0.17% Portfolio value: 482K Avg. open price: $165.95 Current price: $211.06 P/L: +27.19% Sold -0.79% shares Q2 2022	share	0.17%	482K	$165.95	$211.06	+27.19%	Sold -0.79% shares Q2 2022
Medical Devices Abbott Laboratories Portfolio share: 0.17% Portfolio value: 479K Avg. open price: $89.58 Current price: $105.38 P/L: +17.64% Sold -0.87% shares Q4 2021	share	0.17%	479K	$89.58	$105.38	+17.64%	Sold -0.87% shares Q4 2021
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.16% Portfolio value: 460K Avg. open price: $134 Current price: $183.12 P/L: +36.66% Bought +0.15% shares Q1 2022	share	0.16%	460K	$134	$183.12	+36.66%	Bought +0.15% shares Q1 2022
Capital Markets Morgan Stanley Portfolio share: 0.15% Portfolio value: 428K Avg. open price: $76.26 Current price: $89.81 P/L: +17.77% Bought +10.91% shares Q2 2021	share	0.15%	428K	$76.26	$89.81	+17.77%	Bought +10.91% shares Q2 2021
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.15% Portfolio value: 422K Avg. open price: $102.98 Current price: $131.37 P/L: +27.57% Sold -4.68% shares Q2 2022	share	0.15%	422K	$102.98	$131.37	+27.57%	Sold -4.68% shares Q2 2022
Medical Devices Stryker Corporation Portfolio share: 0.14% Portfolio value: 410K Avg. open price: $196.1 Current price: $237.9 P/L: +21.32% Sold -1.41% shares Q4 2020	share	0.14%	410K	$196.1	$237.9	+21.32%	Sold -1.41% shares Q4 2020
Vanguard 500 Index Fund Portfolio share: 0.14% Portfolio value: 410K Avg. open price: $392.75 Current price: $367.34 P/L: -6.47% Sold -26.05% shares Q3 2022	share	0.14%	410K	$392.75	$367.34	-6.47%	Sold -26.05% shares Q3 2022
Drug Manufacturers—General Bristol-Myers Squibb Company Portfolio share: 0.13% Portfolio value: 385K Avg. open price: $68.17 Current price: $80.7 P/L: +18.37% Bought +23.81% shares Q3 2022	share	0.13%	385K	$68.17	$80.7	+18.37%	Bought +23.81% shares Q3 2022
Drug Manufacturers—General Amgen Inc. Portfolio share: 0.13% Portfolio value: 372K Avg. open price: $181.47 Current price: $285.01 P/L: +57.06% Sold -13.47% shares Q4 2021	share	0.13%	372K	$181.47	$285.01	+57.06%	Sold -13.47% shares Q4 2021
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.12% Portfolio value: 345K Avg. open price: N/A Current price: N/A P/L: N/A Bought +2.35% shares Q3 2022	share	0.12%	345K	N/A	N/A	N/A	Bought +2.35% shares Q3 2022
Household & Personal Products Colgate-Palmolive Company Portfolio share: 0.12% Portfolio value: 344K Avg. open price: $73.48 Current price: $77.12 P/L: +4.95% Sold -1.97% shares Q3 2022	share	0.12%	344K	$73.48	$77.12	+4.95%	Sold -1.97% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 0.12% Portfolio value: 338K Avg. open price: $377.25 Current price: $400.01 P/L: +6.03% Bought +58.96% shares Q3 2022	share	0.12%	338K	$377.25	$400.01	+6.03%	Bought +58.96% shares Q3 2022
Banks—Diversified Bank of America Corporation Portfolio share: 0.12% Portfolio value: 336K Avg. open price: $36.86 Current price: $34.47 P/L: -6.48% Bought +0.19% shares Q3 2022	share	0.12%	336K	$36.86	$34.47	-6.48%	Bought +0.19% shares Q3 2022
Telecom Services AT&T Inc. Portfolio share: 0.11% Portfolio value: 330K Avg. open price: $25.9 Current price: $18.75 P/L: -27.61% Sold -10.12% shares Q3 2022	share	0.11%	330K	$25.9	$18.75	-27.61%	Sold -10.12% shares Q3 2022
iShares Russell 1000 Value ETF Portfolio share: 0.11% Portfolio value: 314K Avg. open price: $134.99 Current price: $155.77 P/L: +15.39% Bought +11.39% shares Q1 2021	share	0.11%	314K	$134.99	$155.77	+15.39%	Bought +11.39% shares Q1 2021
Credit Services American Express Company Portfolio share: 0.11% Portfolio value: 306K Avg. open price: N/A Current price: $156.08 P/L: N/A N/A Q4 2020	share	0.11%	306K	N/A	$156.08	N/A	N/A Q4 2020
Railroads CSX Corporation Portfolio share: 0.10% Portfolio value: 301K Avg. open price: $25.04 Current price: $31.35 P/L: +25.22% Sold -0.82% shares Q3 2021	share	0.10%	301K	$25.04	$31.35	+25.22%	Sold -0.82% shares Q3 2021
Medical Instruments & Supplies Becton, Dickinson and Company Portfolio share: 0.10% Portfolio value: 300K Avg. open price: $238.22 Current price: $246.21 P/L: +3.35% Sold -4.77% shares Q2 2022	share	0.10%	300K	$238.22	$246.21	+3.35%	Sold -4.77% shares Q2 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.10% Portfolio value: 275K Avg. open price: $75.46 Current price: $110.01 P/L: +45.79% Sold -1.49% shares Q3 2022	share	0.10%	275K	$75.46	$110.01	+45.79%	Sold -1.49% shares Q3 2022
iShares Biotechnology ETF Portfolio share: 0.09% Portfolio value: 269K Avg. open price: $137.41 Current price: $135.49 P/L: -1.40% Sold -0.04% shares Q3 2022	share	0.09%	269K	$137.41	$135.49	-1.40%	Sold -0.04% shares Q3 2022
Conglomerates 3M Company Portfolio share: 0.09% Portfolio value: 259K Avg. open price: $155.87 Current price: $124.63 P/L: -20.04% Sold -7.75% shares Q2 2022	share	0.09%	259K	$155.87	$124.63	-20.04%	Sold -7.75% shares Q2 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.09% Portfolio value: 254K Avg. open price: $47.59 Current price: $50.73 P/L: +6.59% Bought +8.55% shares Q3 2022	share	0.09%	254K	$47.59	$50.73	+6.59%	Bought +8.55% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 0.09% Portfolio value: 250K Avg. open price: N/A Current price: $199.98 P/L: N/A Sold -7.38% shares Q3 2022	share	0.09%	250K	N/A	$199.98	N/A	Sold -7.38% shares Q3 2022
iShares MSCI EAFE ETF Portfolio share: 0.09% Portfolio value: 247K Avg. open price: $63.87 Current price: $66.83 P/L: +4.63% Sold -50.72% shares Q2 2022	share	0.09%	247K	$63.87	$66.83	+4.63%	Sold -50.72% shares Q2 2022
Communication Equipment Cisco Systems, Inc. Portfolio share: 0.08% Portfolio value: 244K Avg. open price: $48.97 Current price: $49.33 P/L: +0.73% Sold -4.31% shares Q3 2022	share	0.08%	244K	$48.97	$49.33	+0.73%	Sold -4.31% shares Q3 2022
Vanguard S&P Small-Cap 600 Index Fund Portfolio share: 0.08% Portfolio value: 222K Avg. open price: $198.03 Current price: $183.79 P/L: -7.19% Sold -7.93% shares Q3 2022	share	0.08%	222K	$198.03	$183.79	-7.19%	Sold -7.93% shares Q3 2022
Utilities—Regulated Electric NextEra Energy, Inc. Portfolio share: 0.08% Portfolio value: 222K Avg. open price: $78.17 Current price: $85.15 P/L: +8.92% Sold -2.55% shares Q2 2022	share	0.08%	222K	$78.17	$85.15	+8.92%	Sold -2.55% shares Q2 2022
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 0.08% Portfolio value: 219K Avg. open price: $53.77 Current price: $63.47 P/L: +18.05% Bought +0.56% shares Q2 2022	share	0.08%	219K	$53.77	$63.47	+18.05%	Bought +0.56% shares Q2 2022
Discount Stores Walmart Inc. Portfolio share: 0.07% Portfolio value: 215K Avg. open price: $141.72 Current price: $151.65 P/L: +7.00% N/A Q3 2022	share	0.07%	215K	$141.72	$151.65	+7.00%	N/A Q3 2022
Specialty Industrial Machinery Parker-Hannifin Corporation Portfolio share: 0.07% Portfolio value: 214K Avg. open price: N/A Current price: $292.87 P/L: N/A Sold -1.74% shares Q3 2021	share	0.07%	214K	N/A	$292.87	N/A	Sold -1.74% shares Q3 2021
Semiconductor Equipment & Materials Lam Research Corporation Portfolio share: 0.07% Portfolio value: 211K Avg. open price: N/A Current price: $452.6 P/L: N/A Sold -27.78% shares Q1 2021	share	0.07%	211K	N/A	$452.6	N/A	Sold -27.78% shares Q1 2021
ISHARES TR Portfolio share: 0.07% Portfolio value: 211K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	0.07%	211K	N/A	N/A	N/A	N/A Q3 2022
REIT—Industrial EastGroup Properties, Inc. Portfolio share: 0.07% Portfolio value: 209K Avg. open price: N/A Current price: $153.28 P/L: N/A N/A Q4 2020	share	0.07%	209K	N/A	$153.28	N/A	N/A Q4 2020
Conglomerates Honeywell International Inc. Portfolio share: 0.07% Portfolio value: 208K Avg. open price: $214.99 Current price: $215.6 P/L: +0.28% Sold -3.99% shares Q3 2022	share	0.07%	208K	$214.99	$215.6	+0.28%	Sold -3.99% shares Q3 2022
SPDR Dow Jones Industrial Average ETF Trust Portfolio share: 0.07% Portfolio value: 205K Avg. open price: N/A Current price: $340.03 P/L: N/A N/A Q3 2022	share	0.07%	205K	N/A	$340.03	N/A	N/A Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.07% Portfolio value: 204K Avg. open price: $919.44 Current price: $182.45 P/L: -80.16% Bought +1.62% shares Q1 2022	share	0.07%	204K	$919.44	$182.45	-80.16%	Bought +1.62% shares Q1 2022
Aerospace & Defense Innovative Solutions and Support, Inc. Portfolio share: 0.03% Portfolio value: 87K Avg. open price: N/A Current price: $8.85 P/L: N/A N/A Q1 2022	share	0.03%	87K	N/A	$8.85	N/A	N/A Q1 2022
Farm Products AppHarvest, Inc. Portfolio share: 0.01% Portfolio value: 26K Avg. open price: N/A Current price: $0.88 P/L: N/A N/A Q3 2021	share	0.01%	26K	N/A	$0.88	N/A	N/A Q3 2021
Biotechnology Verastem, Inc. Portfolio share: 0.00% Portfolio value: 12K Avg. open price: N/A Current price: $0.42 P/L: N/A N/A Q2 2022	share	0.00%	12K	N/A	$0.42	N/A	N/A Q2 2022
Insurance—Property & Casualty Chubb Limited Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $215.43 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$215.43	N/A	Sold -100.00% shares Q3 2022
Information Technology Services International Business Machines Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $133.91 Current price: $147.41 P/L: +10.08% Sold -100.00% shares Q3 2022	share	0.00%	0	$133.91	$147.41	+10.08%	Sold -100.00% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $177.09 Current price: $95.93 P/L: -45.83% Sold -100.00% shares Q3 2022	share	0.00%	0	$177.09	$95.93	-45.83%	Sold -100.00% shares Q3 2022
ISHARES TR Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022

Showing TOP 80 FINANCIAL ADVISORS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of FINANCIAL ADVISORS, LLC?

The biggest position of the FINANCIAL ADVISORS, LLC is ISHARES TR () with 23.83% portfolio share worth of 68.56M US dollars.

Top 5 FINANCIAL ADVISORS's holdings represent 73.92% of the portfolio:

ISHARES TR () – 23.83%
iShares Currency Hedged MSCI ACWI ex U.S. ETF (HAWX) – 15.07%
ISHARES TR () – 11.93%
Schwab U.S. Small-Cap ETF (SCHA) – 11.71%
Schwab U.S. Large-Cap Growth ETF (SCHG) – 11.38%

Who is the portfolio manager of FINANCIAL ADVISORS, LLC?

The portfolio manager of the FINANCIAL ADVISORS, LLC is .

What is the total asset value of the FINANCIAL ADVISORS, LLC portfolio?

FINANCIAL ADVISORS, LLC total asset value (portfolio value) is 287.66M US dollars.

Who is ?

is the portfolio manager of the FINANCIAL ADVISORS, LLC.

What is (FINANCIAL ADVISORS, LLC) fund performance?

FINANCIAL ADVISORS's quarterly performance is -22.18%, annualy -80.61%. In the past 3 years, the value of 's portfolio has decreased by -118%.

What is the FINANCIAL ADVISORS, LLC CIK?

FINANCIAL ADVISORS's Central Index Key is 0001766909 .