Financial Advisors, LLC

Est. AUM

$564.3M

13F long equity, this entity only

Positions

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	MSCI USA MIN VOL	$103.4M	1086372	18.31%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP GR ETF	$93.8M	2940881	16.63%	SOLE
3	SCHWAB STRATEGIC TR	US LCAP VA ETF	$76.0M	2611407	13.47%	SOLE
4	ISHARES TR	MSCI ACWI EXUS	$64.0M	1692450	11.34%	SOLE
5	ISHARES TR	MSCI USA QLT FCT	$63.1M	324192	11.17%	SOLE
6	ISHARES TR	CORE S&P SCP ETF	$62.7M	527503	11.11%	SOLE
7	ISHARES TR	ESG AWR MSCI USA	$8.2M	56392	1.45%	SOLE
8	ISHARES TR	RUS 1000 GRW ETF	$7.9M	16915	1.40%	SOLE
9	MICROSOFT CORP	COM	$7.8M	14999	1.38%	SOLE
10	APPLE INC	COM	$6.6M	25976	1.17%	SOLE
11	ALPHABET INC	CAP STK CL C	$5.6M	22935	0.99%	SOLE
12	SCHWAB STRATEGIC TR	US LRG CAP ETF	$5.3M	200995	0.94%	SOLE
13	JPMORGAN CHASE & CO.	COM	$3.6M	11467	0.64%	SOLE
14	ISHARES TR	ESG MSCI USA ETF	$3.4M	59527	0.60%	SOLE
15	ISHARES TR	HDG MSCI EAFE	$2.9M	74218	0.52%	SOLE
16	ISHARES TR	ESG AWARE MSCI	$2.8M	63112	0.50%	SOLE
17	EXXON MOBIL CORP	COM	$2.4M	20905	0.42%	SOLE
18	ISHARES TR	ESG AW MSCI EAFE	$2.2M	24103	0.40%	SOLE
19	AMAZON COM INC	COM	$2.2M	9828	0.38%	SOLE
20	ISHARES TR	CORE S&P500 ETF	$1.9M	2771	0.33%	SOLE
21	INVESCO QQQ TR	UNIT SER 1	$1.8M	3043	0.32%	SOLE
22	ISHARES TR	RUSSELL 2000 ETF	$1.8M	7341	0.31%	SOLE
23	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.8M	62857	0.31%	SOLE
24	ISHARES INC	MSCI GBL MIN VOL	$1.7M	14303	0.30%	SOLE
25	ALPHABET INC	CAP STK CL A	$1.6M	6623	0.29%	SOLE
26	HOME DEPOT INC	COM	$1.6M	3837	0.28%	SOLE
27	ISHARES TR	RUS 1000 VAL ETF	$1.3M	6537	0.24%	SOLE
28	JOHNSON & JOHNSON	COM	$1.3M	7080	0.23%	SOLE
29	ISHARES TR	ESG EAFE ETF	$1.0M	13395	0.18%	SOLE
30	ABBVIE INC	COM	$963K	4158	0.17%	SOLE
31	RTX CORPORATION	COM	$937K	5602	0.17%	SOLE
32	PROCTER AND GAMBLE CO	COM	$918K	5977	0.16%	SOLE
33	MORGAN STANLEY	COM NEW	$907K	5706	0.16%	SOLE
34	LAM RESEARCH CORP	COM NEW	$892K	6662	0.16%	SOLE
35	VERIZON COMMUNICATIONS INC	COM	$831K	18900	0.15%	SOLE
36	NVIDIA CORPORATION	COM	$826K	4427	0.15%	SOLE
37	ISHARES TR	ESG OPTIMIZED MS	$751K	25773	0.13%	SOLE
38	VANGUARD INDEX FDS	S&P 500 ETF SHS	$719K	1175	0.13%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$715K	1423	0.13%	SOLE
40	AMERICAN CENTY ETF TR	AVANTIS RESPON U	$706K	9600	0.13%	SOLE
41	INTERNATIONAL BUSINESS MACHS	COM	$632K	2241	0.11%	SOLE
42	STRYKER CORPORATION	COM	$628K	1700	0.11%	SOLE
43	PARKER-HANNIFIN CORP	COM	$620K	818	0.11%	SOLE
44	AUTOMATIC DATA PROCESSING IN	COM	$601K	2046	0.11%	SOLE
45	ISHARES TR	MSCI ACWI EX US	$573K	8810	0.10%	SOLE
46	LOWES COS INC	COM	$558K	2220	0.10%	SOLE
47	UNION PAC CORP	COM	$541K	2287	0.10%	SOLE
48	BROADCOM INC	COM	$525K	1590	0.09%	SOLE
49	ABBOTT LABS	COM	$522K	3896	0.09%	SOLE
50	CATERPILLAR INC	COM	$520K	1090	0.09%	SOLE

1–50 of 80

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.