0001766909-20-000002.txt : 20200515
0001766909-20-000002.hdr.sgml : 20200515
20200514174039
ACCESSION NUMBER: 0001766909-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200515
DATE AS OF CHANGE: 20200514
EFFECTIVENESS DATE: 20200515
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: 20879364
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
03-31-2020
03-31-2020
Financial Advisors, LLC
26 ESSEX STREET
ANDOVER
MA
01810
13F HOLDINGS REPORT
028-19216
N
RICHARD L. SUMBERT
CHIEF COMPLIANCE OFFICER
978-475-3242
RICHARD L. SUMBERT
ANDOVER
MA
05-14-2020
0
60
147842
false
INFORMATION TABLE
2
13F_TFA_2020Q1.xml
ABBOTT LABS
COM
002824100
377
4783
SH
SOLE
0
0
4783
AMAZON COM INC
COM
023135106
493
253
SH
SOLE
0
0
253
AMGEN INC
COM
031162100
364
1794
SH
SOLE
0
0
1794
ANALOG DEVICES INC
COM
032654105
491
5478
SH
SOLE
0
0
5478
APPLE INC
COM
037833100
1505
5917
SH
SOLE
0
0
5917
AUTOMATIC DATA PROCESSING IN
COM
053015103
289
2114
SH
SOLE
0
0
2114
BALL CORP
COM
058498106
279
4308
SH
SOLE
0
0
4308
BK OF AMERICA CORP
COM
060505104
268
12634
SH
SOLE
0
0
12634
BECTON DICKINSON & CO
COM
075887109
593
2582
SH
SOLE
0
0
2582
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
243
1329
SH
SOLE
0
0
1329
BOSTON PRIVATE FINL HLDGS IN
COM
101119105
150
21000
SH
SOLE
0
0
21000
BRISTOL-MYERS SQUIBB CO
COM
110122108
243
4364
SH
SOLE
0
0
4364
CSX CORP
COM
126408103
208
3631
SH
SOLE
0
0
3631
CHEVRON CORP NEW
COM
166764100
284
3915
SH
SOLE
0
0
3915
COLGATE PALMOLIVE CO
COM
194162103
403
6076
SH
SOLE
0
0
6076
FULGENT GENETICS INC
COM
359664109
204
19000
SH
SOLE
0
0
19000
GENERAL ELECTRIC CO
COM
369604103
286
35978
SH
SOLE
0
0
35978
HOME DEPOT INC
COM
437076102
393
2103
SH
SOLE
0
0
2103
INTEL CORP
COM
458140100
512
9458
SH
SOLE
0
0
9458
ISHARES INC
MIN VOL GBL ETF
464286525
604
7522
SH
SOLE
0
0
7522
ISHARES TR
CORE S&P500 ETF
464287200
391
1514
SH
SOLE
0
0
1514
ISHARES TR
MSCI EAFE ETF
464287465
603
11272
SH
SOLE
0
0
11272
ISHARES TR
NASDAQ BIOTECH
464287556
245
2277
SH
SOLE
0
0
2277
ISHARES TR
RUS 1000 VAL ETF
464287598
205
2063
SH
SOLE
0
0
2063
ISHARES TR
RUS 1000 GRW ETF
464287614
1948
12931
SH
SOLE
0
0
12931
ISHARES TR
RUSSELL 2000 ETF
464287655
3395
29658
SH
SOLE
0
0
29658
ISHARES TR
CORE S&P SCP ETF
464287804
343
6105
SH
SOLE
0
0
6105
ISHARES TR
MSCI ACWI EX US
464288240
346
9177
SH
SOLE
0
0
9177
JOHNSON & JOHNSON
COM
478160104
986
7522
SH
SOLE
0
0
7522
LOWES COS INC
COM
548661107
220
2558
SH
SOLE
0
0
2558
MCDONALDS CORP
COM
580135101
314
1902
SH
SOLE
0
0
1902
MICROSOFT CORP
COM
594918104
3106
19695
SH
SOLE
0
0
19695
PEPSICO INC
COM
713448108
272
2261
SH
SOLE
0
0
2261
PROCTER & GAMBLE CO
COM
742718109
572
5203
SH
SOLE
0
0
5203
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
2861
46703
SH
SOLE
0
0
46703
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
733
9199
SH
SOLE
0
0
9199
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
482
10881
SH
SOLE
0
0
10881
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
11075
214971
SH
SOLE
0
0
214971
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
208
3824
SH
SOLE
0
0
3824
STRYKER CORP
COM
863667101
349
2097
SH
SOLE
0
0
2097
TORONTO DOMINION BK ONT
COM NEW
891160509
488
11505
SH
SOLE
0
0
11505
UNION PAC CORP
COM
907818108
359
2548
SH
SOLE
0
0
2548
UNITED TECHNOLOGIES CORP
COM
913017109
387
4107
SH
SOLE
0
0
4107
VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
547
10333
SH
SOLE
0
0
10333
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
272
1146
SH
SOLE
0
0
1146
AT&T INC
COM
00206R102
561
19241
SH
SOLE
0
0
19241
ABBVIE INC
COM
00287Y109
351
4601
SH
SOLE
0
0
4601
ALPHABET INC
CAP STK CL C
02079K107
883
759
SH
SOLE
0
0
759
ALPHABET INC
CAP STK CL A
02079K305
544
468
SH
SOLE
0
0
468
EXXON MOBIL CORP
COM
30231G102
966
25450
SH
SOLE
0
0
25450
ISHARES TR
MIN VOL EAFE ETF
46429B689
25863
416813
SH
SOLE
0
0
416813
ISHARES TR
MSCI MIN VOL ETF
46429B697
42956
795329
SH
SOLE
0
0
795329
ISHARES TR
HDG MSCI EAFE
46434V803
2166
89462
SH
SOLE
0
0
89462
ISHARES TR
ULTR SH TRM BD
46434V878
811
16245
SH
SOLE
0
0
16245
ISHARES TR
ESG MSCI EAFE
46435G516
1689
31775
SH
SOLE
0
0
31775
ISHARES TR
MSCI ACWI EXUS
46435G847
30493
1361925
SH
SOLE
0
0
1361925
ORACLE CORP
COM
68389X105
215
4456
SH
SOLE
0
0
4456
SPDR INDEX SHS FDS
MSCI ACWI EXUS
78463X848
384
19480
SH
SOLE
0
0
19480
3M CO
COM
88579Y101
362
2653
SH
SOLE
0
0
2653
VERIZON COMMUNICATIONS INC
COM
92343V104
702
13067
SH
SOLE
0
0
13067