0001766909-19-000004.txt : 20191105 0001766909-19-000004.hdr.sgml : 20191105 20191105155622 ACCESSION NUMBER: 0001766909-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191105 DATE AS OF CHANGE: 20191105 EFFECTIVENESS DATE: 20191105 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: 191193171 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 09-30-2019 09-30-2019 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 11-05-2019 0 59 163146 false INFORMATION TABLE 2 13F_TFA_2019Q3.xml AMERICAN EXPRESS CO COM 025816109 213 1804 SH SOLE 0 0 1804 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 213 3962 SH SOLE 0 0 3962 BARNES GROUP INC COM 067806109 215 4180 SH SOLE 0 0 4180 ISHARES TR MSCI ACWI EX US 464288240 232 5029 SH SOLE 0 0 5029 ISHARES TR NASDAQ BIOTECH 464287556 243 2443 SH SOLE 0 0 2443 ORACLE CORP COM 68389X105 245 4456 SH SOLE 0 0 4456 CSX CORP COM 126408103 249 3600 SH SOLE 0 0 3600 JPMORGAN CHASE & CO COM 46625H100 252 2138 SH SOLE 0 0 2138 ISHARES TR RUS 1000 VAL ETF 464287598 265 2063 SH SOLE 0 0 2063 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 276 1329 SH SOLE 0 0 1329 LOWES COS INC COM 548661107 281 2558 SH SOLE 0 0 2558 BOSTON PRIVATE FINL HLDGS IN COM 101119105 282 24235 SH SOLE 0 0 24235 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 289 1059 SH SOLE 0 0 1059 STANLEY BLACK & DECKER INC COM 854502101 300 2080 SH SOLE 0 0 2080 PEPSICO INC COM 713448108 326 2377 SH SOLE 0 0 2377 GENERAL ELECTRIC CO COM 369604103 334 37344 SH SOLE 0 0 37344 ABBVIE INC COM 00287Y109 335 4421 SH SOLE 0 0 4421 AUTOMATIC DATA PROCESSING IN COM 053015103 341 2114 SH SOLE 0 0 2114 AMGEN INC COM 031162100 343 1773 SH SOLE 0 0 1773 BANK AMER CORP COM 060505104 367 12577 SH SOLE 0 0 12577 BALL CORP COM 058498106 370 5088 SH SOLE 0 0 5088 MCDONALDS CORP COM 580135101 392 1827 SH SOLE 0 0 1827 UNION PACIFIC CORP COM 907818108 409 2523 SH SOLE 0 0 2523 ABBOTT LABS COM 002824100 416 4971 SH SOLE 0 0 4971 COLGATE PALMOLIVE CO COM 194162103 446 6068 SH SOLE 0 0 6068 INTEL CORP COM 458140100 446 8658 SH SOLE 0 0 8658 STRYKER CORP COM 863667101 446 2064 SH SOLE 0 0 2064 AMAZON COM INC COM 023135106 451 260 SH SOLE 0 0 260 ISHARES TR CORE S&P SCP ETF 464287804 471 6049 SH SOLE 0 0 6049 HOME DEPOT INC COM 437076102 476 2053 SH SOLE 0 0 2053 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 479 19939 SH SOLE 0 0 19939 3M CO COM 88579Y101 490 2983 SH SOLE 0 0 2983 ALPHABET INC CAP STK CL A 02079K305 550 450 SH SOLE 0 0 450 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 554 10333 SH SOLE 0 0 10333 UNITED TECHNOLOGIES CORP COM 913017109 561 4107 SH SOLE 0 0 4107 CHEVRON CORP NEW COM 166764100 582 4905 SH SOLE 0 0 4905 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 597 10524 SH SOLE 0 0 10524 ANALOG DEVICES INC COM 032654105 605 5412 SH SOLE 0 0 5412 ISHARES TR CORE S&P500 ETF 464287200 635 2127 SH SOLE 0 0 2127 PROCTER & GAMBLE CO COM 742718109 640 5142 SH SOLE 0 0 5142 BECTON DICKINSON & CO COM 075887109 653 2582 SH SOLE 0 0 2582 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 728 8660 SH SOLE 0 0 8660 ISHARES TR MSCI EAFE ETF 464287465 736 11283 SH SOLE 0 0 11283 AT&T INC COM 00206R102 752 19876 SH SOLE 0 0 19876 VERIZON COMMUNICATIONS INC COM 92343V104 788 13054 SH SOLE 0 0 13054 ISHARES TR HDG MSCI EAFE 46434V803 926 30914 SH SOLE 0 0 30914 JOHNSON & JOHNSON COM 478160104 992 7671 SH SOLE 0 0 7671 ALPHABET INC CAP STK CL C 02079K107 1249 1025 SH SOLE 0 0 1025 APPLE INC COM 037833100 1295 5781 SH SOLE 0 0 5781 EXXON MOBIL CORP COM 30231G102 1828 25884 SH SOLE 0 0 25884 ISHARES TR RUS 1000 GRW ETF 464287614 2008 12580 SH SOLE 0 0 12580 ISHARES TR ESG MSCI EAFE 46435G516 2056 32062 SH SOLE 0 0 32062 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2132 30058 SH SOLE 0 0 30058 MICROSOFT CORP COM 594918104 2746 19753 SH SOLE 0 0 19753 ISHARES TR RUSSELL 2000 ETF 464287655 5460 36081 SH SOLE 0 0 36081 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 12020 172386 SH SOLE 0 0 172386 ISHARES TR MIN VOL EAFE ETF 46429B689 28790 392876 SH SOLE 0 0 392876 ISHARES TR MSCI ACWI EXUS 46435G847 37682 1397630 SH SOLE 0 0 1397630 ISHARES TR MSCI MIN VOL ETF 46429B697 44688 697153 SH SOLE 0 0 697153