0001766909-19-000001.txt : 20190214 0001766909-19-000001.hdr.sgml : 20190214 20190213212059 ACCESSION NUMBER: 0001766909-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190214 DATE AS OF CHANGE: 20190213 EFFECTIVENESS DATE: 20190214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial Advisors, LLC CENTRAL INDEX KEY: 0001766909 IRS NUMBER: 261611090 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19216 FILM NUMBER: 19600179 BUSINESS ADDRESS: STREET 1: 26 ESSEX STREET CITY: ANDOVER STATE: MA ZIP: 01810 BUSINESS PHONE: 9784753242 MAIL ADDRESS: STREET 1: 26 ESSEX STREET CITY: ANDOVER STATE: MA ZIP: 01810 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001766909 XXXXXXXX 12-31-2018 12-31-2018 Financial Advisors, LLC

26 ESSEX STREET ANDOVER MA 01810

13F HOLDINGS REPORT 028-19216 N Richard Sumberg 978-475-3242 Richard Sumberg ANDOVER MA 02-13-2019 0 58 123019 false INFORMATION TABLE 2 13F_TFA_2018Q4.xml ABBOTT LABS COM 002824100 338 4671 SH SOLE 0 0 4671 AMAZON COM INC COM 023135106 383 255 SH SOLE 0 0 255 AMGEN INC COM 031162100 345 1773 SH SOLE 0 0 1773 ANALOG DEVICES INC COM 032654105 445 5187 SH SOLE 0 0 5187 APPLE INC COM 037833100 813 5153 SH SOLE 0 0 5153 AUTOMATIC DATA PROCESSING IN COM 053015103 277 2114 SH SOLE 0 0 2114 BALL CORP COM 058498106 234 5088 SH SOLE 0 0 5088 BANK AMER CORP COM 060505104 310 12575 SH SOLE 0 0 12575 BARNES GROUP INC COM 067806109 224 4180 SH SOLE 0 0 4180 BECTON DICKINSON & CO COM 075887109 578 2565 SH SOLE 0 0 2565 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 312 1528 SH SOLE 0 0 1528 BOSTON PRIVATE FINL HLDGS IN COM 101119105 259 24540 SH SOLE 0 0 24540 CSX CORP COM 126408103 224 3600 SH SOLE 0 0 3600 CHEVRON CORP NEW COM 166764100 534 4910 SH SOLE 0 0 4910 COLGATE PALMOLIVE CO COM 194162103 381 6402 SH SOLE 0 0 6402 FULGENT GENETICS INC COM 359664109 35 10900 SH SOLE 0 0 10900 GENERAL ELECTRIC CO COM 369604103 346 45680 SH SOLE 0 0 45680 HOME DEPOT INC COM 437076102 412 2396 SH SOLE 0 0 2396 INTEL CORP COM 458140100 443 9429 SH SOLE 0 0 9429 ISHARES TR CORE S&P500 ETF 464287200 534 2124 SH SOLE 0 0 2124 ISHARES TR MSCI EAFE ETF 464287465 663 11276 SH SOLE 0 0 11276 ISHARES TR NASDAQ BIOTECH 464287556 233 2421 SH SOLE 0 0 2421 ISHARES TR RUS 1000 VAL ETF 464287598 229 2063 SH SOLE 0 0 2063 ISHARES TR RUS 1000 GRW ETF 464287614 1647 12580 SH SOLE 0 0 12580 ISHARES TR RUSSELL 2000 ETF 464287655 8793 65671 SH SOLE 0 0 65671 ISHARES TR CORE S&P SCP ETF 464287804 423 6100 SH SOLE 0 0 6100 ISHARES TR MSCI ACWI EX US 464288240 363 8641 SH SOLE 0 0 8641 JOHNSON & JOHNSON COM 478160104 764 5919 SH SOLE 0 0 5919 LOWES COS INC COM 548661107 242 2620 SH SOLE 0 0 2620 MCDONALDS CORP COM 580135101 352 1982 SH SOLE 0 0 1982 MICROSOFT CORP COM 594918104 2064 20321 SH SOLE 0 0 20321 PEPSICO INC COM 713448108 303 2740 SH SOLE 0 0 2740 PROCTER AND GAMBLE CO COM 742718109 479 5206 SH SOLE 0 0 5206 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 894 14976 SH SOLE 0 0 14976 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 559 8116 SH SOLE 0 0 8116 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 509 10333 SH SOLE 0 0 10333 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4897 80705 SH SOLE 0 0 80705 STANLEY BLACK & DECKER INC COM 854502101 249 2080 SH SOLE 0 0 2080 STRYKER CORP COM 863667101 355 2264 SH SOLE 0 0 2264 UNION PAC CORP COM 907818108 348 2515 SH SOLE 0 0 2515 UNITED TECHNOLOGIES CORP COM 913017109 449 4216 SH SOLE 0 0 4216 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 507 9931 SH SOLE 0 0 9931 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 243 1059 SH SOLE 0 0 1059 AT&T INC COM 00206R102 510 17861 SH SOLE 0 0 17861 ABBVIE INC COM 00287Y109 408 4421 SH SOLE 0 0 4421 ALPHABET INC CAP STK CL C 02079K107 621 600 SH SOLE 0 0 600 ALPHABET INC CAP STK CL A 02079K305 376 360 SH SOLE 0 0 360 DOWDUPONT INC COM 26078J100 229 4290 SH SOLE 0 0 4290 EXXON MOBIL CORP COM 30231G102 2127 31193 SH SOLE 0 0 31193 ISHARES TR MIN VOL EAFE ETF 46429B689 19732 296012 SH SOLE 0 0 296012 ISHARES TR MIN VOL USA ETF 46429B697 29919 570981 SH SOLE 0 0 570981 ISHARES TR CORE MSCI TOTAL 46432F834 22225 423100 SH SOLE 0 0 423100 ISHARES TR ESG MSCI EAFE 46435G516 1448 25236 SH SOLE 0 0 25236 ISHARES TR MSCI ACWI EXUS 46435G847 10881 459486 SH SOLE 0 0 459486 JPMORGAN CHASE & CO COM 46625H100 231 2362 SH SOLE 0 0 2362 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 400 12220 SH SOLE 0 0 12220 3M CO COM 88579Y101 614 3221 SH SOLE 0 0 3221 VERIZON COMMUNICATIONS INC COM 92343V104 306 5446 SH SOLE 0 0 5446