0001766909-19-000002.txt : 20190515 0001766909-19-000002.hdr.sgml : 20190515 20190514212419 ACCESSION NUMBER: 0001766909-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190515 DATE AS OF CHANGE: 20190514 EFFECTIVENESS DATE: 20190515 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: 19824797 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 03-31-2019 03-31-2019 Financial Advisors, LLC

26 ESSEX STREET ANDOVER MA 01810

13F HOLDINGS REPORT 028-19216 N RICHARD L SUMBERG 978-475-3242 RICHARD L SUMBERG ANDOVER MA 05-14-2019 0 60 146431 false INFORMATION TABLE 2 13F_TFA_2019Q1.xml ABBOTT LABS COM 002824100 373 4671 SH SOLE 0 0 4671 AMAZON COM INC COM 023135106 454 255 SH SOLE 0 0 255 AMGEN INC COM 031162100 337 1773 SH SOLE 0 0 1773 ANALOG DEVICES INC COM 032654105 546 5187 SH SOLE 0 0 5187 APPLE INC COM 037833100 1061 5583 SH SOLE 0 0 5583 AUTOMATIC DATA PROCESSING IN COM 053015103 338 2114 SH SOLE 0 0 2114 BALL CORP COM 058498106 294 5088 SH SOLE 0 0 5088 BANK AMER CORP COM 060505104 347 12575 SH SOLE 0 0 12575 BARNES GROUP INC COM 067806109 215 4180 SH SOLE 0 0 4180 BECTON DICKINSON & CO COM 075887109 641 2565 SH SOLE 0 0 2565 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 307 1528 SH SOLE 0 0 1528 BOSTON PRIVATE FINL HLDGS IN COM 101119105 269 24540 SH SOLE 0 0 24540 CSX CORP COM 126408103 269 3600 SH SOLE 0 0 3600 CHEVRON CORP NEW COM 166764100 605 4914 SH SOLE 0 0 4914 COLGATE PALMOLIVE CO COM 194162103 439 6408 SH SOLE 0 0 6408 GENERAL ELECTRIC CO COM 369604103 445 44511 SH SOLE 0 0 44511 HOME DEPOT INC COM 437076102 460 2396 SH SOLE 0 0 2396 INTEL CORP COM 458140100 504 9385 SH SOLE 0 0 9385 ISHARES TR CORE S&P500 ETF 464287200 605 2125 SH SOLE 0 0 2125 ISHARES TR MSCI EAFE ETF 464287465 731 11272 SH SOLE 0 0 11272 ISHARES TR NASDAQ BIOTECH 464287556 271 2421 SH SOLE 0 0 2421 ISHARES TR RUS 1000 VAL ETF 464287598 255 2063 SH SOLE 0 0 2063 ISHARES TR RUS 1000 GRW ETF 464287614 1904 12580 SH SOLE 0 0 12580 ISHARES TR RUSSELL 2000 ETF 464287655 9748 63676 SH SOLE 0 0 63676 ISHARES TR CORE S&P SCP ETF 464287804 467 6048 SH SOLE 0 0 6048 ISHARES TR MSCI ACWI EX US 464288240 376 8116 SH SOLE 0 0 8116 JOHNSON & JOHNSON COM 478160104 817 5843 SH SOLE 0 0 5843 LOWES COS INC COM 548661107 287 2620 SH SOLE 0 0 2620 MCDONALDS CORP COM 580135101 371 1952 SH SOLE 0 0 1952 MICROSOFT CORP COM 594918104 2360 20006 SH SOLE 0 0 20006 PEPSICO INC COM 713448108 336 2744 SH SOLE 0 0 2744 PROCTER AND GAMBLE CO COM 742718109 538 5172 SH SOLE 0 0 5172 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1716 25381 SH SOLE 0 0 25381 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 675 8497 SH SOLE 0 0 8497 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 573 10468 SH SOLE 0 0 10468 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 6765 96741 SH SOLE 0 0 96741 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 202 3900 SH SOLE 0 0 3900 STANLEY BLACK & DECKER INC COM 854502101 283 2080 SH SOLE 0 0 2080 STRYKER CORP COM 863667101 447 2264 SH SOLE 0 0 2264 UNION PACIFIC CORP COM 907818108 420 2515 SH SOLE 0 0 2515 UNITED TECHNOLOGIES CORP COM 913017109 543 4216 SH SOLE 0 0 4216 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 513 9836 SH SOLE 0 0 9836 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 275 1059 SH SOLE 0 0 1059 AT&T INC COM 00206R102 587 18724 SH SOLE 0 0 18724 ABBVIE INC COM 00287Y109 356 4421 SH SOLE 0 0 4421 ALPHABET INC CAP STK CL C 02079K107 787 671 SH SOLE 0 0 671 ALPHABET INC CAP STK CL A 02079K305 438 372 SH SOLE 0 0 372 DOWDUPONT INC COM 26078J100 226 4238 SH SOLE 0 0 4238 EXXON MOBIL CORP COM 30231G102 2489 30803 SH SOLE 0 0 30803 ISHARES TR MIN VOL EAFE ETF 46429B689 24999 347214 SH SOLE 0 0 347214 ISHARES TR MIN VOL USA ETF 46429B697 35989 612063 SH SOLE 0 0 612063 ISHARES TR CORE MSCI TOTAL 46432F834 22108 380710 SH SOLE 0 0 380710 ISHARES TR HDG MSCI EAFE 46434V803 892 30914 SH SOLE 0 0 30914 ISHARES TR ESG MSCI EAFE 46435G516 1949 30852 SH SOLE 0 0 30852 ISHARES TR MSCI ACWI EXUS 46435G847 14400 545431 SH SOLE 0 0 545431 JPMORGAN CHASE & CO COM 46625H100 236 2329 SH SOLE 0 0 2329 ORACLE CORP COM 68389X105 235 4382 SH SOLE 0 0 4382 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 463 12792 SH SOLE 0 0 12792 3M CO COM 88579Y101 620 2983 SH SOLE 0 0 2983 VERIZON COMMUNICATIONS INC COM 92343V104 275 4652 SH SOLE 0 0 4652