0001766909-20-000004.txt : 20201113 0001766909-20-000004.hdr.sgml : 20201113 20201113155039 ACCESSION NUMBER: 0001766909-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201113 DATE AS OF CHANGE: 20201113 EFFECTIVENESS DATE: 20201113 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: 201311279 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 09-30-2020 09-30-2020 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 11-13-2020 0 70 190123 false INFORMATION TABLE 2 2020Q3_13F_TFA.xml WALMART INC COM 931142103 211 1507 SH SOLE 1507 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 226 831 SH SOLE 831 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 353 1147 SH SOLE 1147 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 563 10333 SH SOLE 10333 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 772 12973 SH SOLE 12973 0 0 BOSTON PRIVATE FINL HLDGS IN COM 101119105 116 21000 SH SOLE 21000 0 0 GENERAL ELECTRIC CO COM 369604103 142 22819 SH SOLE 22819 0 0 CHEVRON CORP NEW COM 166764100 207 2876 SH SOLE 2876 0 0 JPMORGAN CHASE & CO COM 46625H100 214 2220 SH SOLE 2220 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 215 488 SH SOLE 488 0 0 CISCO SYS INC COM 17275R102 238 6039 SH SOLE 6039 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 244 2063 SH SOLE 2063 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 246 4080 SH SOLE 4080 0 0 ISHARES TR MSCI USA SMCP MN 46435G433 252 8629 SH SOLE 8629 0 0 NIKE INC CL B 654106103 254 2020 SH SOLE 2020 0 0 DISNEY WALT CO COM DISNEY 254687106 255 2058 SH SOLE 2058 0 0 ORACLE CORP COM 68389X105 262 4382 SH SOLE 4382 0 0 CSX CORP COM 126408103 282 3631 SH SOLE 3631 0 0 STANLEY BLACK & DECKER INC COM 854502101 288 1776 SH SOLE 1776 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 294 1381 SH SOLE 1381 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 295 2114 SH SOLE 2114 0 0 BK OF AMERICA CORP COM 060505104 304 12634 SH SOLE 12634 0 0 ISHARES TR NASDAQ BIOTECH 464287556 306 2262 SH SOLE 2262 0 0 PEPSICO INC COM 713448108 314 2269 SH SOLE 2269 0 0 BALL CORP COM 058498106 323 3883 SH SOLE 3883 0 0 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 327 13591 SH SOLE 13591 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 334 5804 SH SOLE 5804 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 364 7866 SH SOLE 7866 0 0 3M CO COM 88579Y101 368 2300 SH SOLE 2300 0 0 ABBVIE INC COM 00287Y109 403 4601 SH SOLE 4601 0 0 MCDONALDS CORP COM 580135101 413 1881 SH SOLE 1881 0 0 ISHARES TR MSCI ACWI EX US 464288240 415 9016 SH SOLE 9016 0 0 STRYKER CORPORATION COM 863667101 415 1992 SH SOLE 1992 0 0 LOWES COS INC COM 548661107 424 2558 SH SOLE 2558 0 0 ISHARES TR CORE S&P SCP ETF 464287804 429 6110 SH SOLE 6110 0 0 ISHARES TR CORE 1 5 YR USD 46432F859 437 8474 SH SOLE 8474 0 0 COLGATE PALMOLIVE CO COM 194162103 439 5684 SH SOLE 5684 0 0 LAM RESEARCH CORP COM 512807108 448 1350 SH SOLE 1350 0 0 AMGEN INC COM 031162100 456 1794 SH SOLE 1794 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 500 1800 SH SOLE 1800 0 0 UNION PAC CORP COM 907818108 504 2559 SH SOLE 2559 0 0 ABBOTT LABS COM 002824100 537 4933 SH SOLE 4933 0 0 AT&T INC COM 00206R102 552 19351 SH SOLE 19351 0 0 ALPHABET INC CAP STK CL A 02079K305 557 380 SH SOLE 380 0 0 ISHARES TR MSCI EAFE ETF 464287465 569 8946 SH SOLE 8946 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 581 11130 SH SOLE 11130 0 0 HOME DEPOT INC COM 437076102 585 2106 SH SOLE 2106 0 0 FULGENT GENETICS INC COM 359664109 601 15000 SH SOLE 15000 0 0 BECTON DICKINSON & CO COM 075887109 605 2602 SH SOLE 2602 0 0 ANALOG DEVICES INC COM 032654105 613 5253 SH SOLE 5253 0 0 PROCTER AND GAMBLE CO COM 742718109 724 5208 SH SOLE 5208 0 0 AMAZON COM INC COM 023135106 768 244 SH SOLE 244 0 0 ISHARES TR CORE S&P500 ETF 464287200 792 2357 SH SOLE 2357 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 841 7299 SH SOLE 7299 0 0 EXXON MOBIL CORP COM 30231G102 876 25505 SH SOLE 25505 0 0 ISHARES INC MSCI GBL MIN VOL 464286525 911 9914 SH SOLE 9914 0 0 INTEL CORP COM 458140100 997 19258 SH SOLE 19258 0 0 ALPHABET INC CAP STK CL C 02079K107 1127 767 SH SOLE 767 0 0 JOHNSON & JOHNSON COM 478160104 1130 7587 SH SOLE 7587 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 1964 30943 SH SOLE 30943 0 0 APPLE INC COM 037833100 2722 23507 SH SOLE 23507 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 2819 12998 SH SOLE 12998 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 3068 20481 SH SOLE 20481 0 0 ISHARES TR HDG MSCI EAFE 46434V803 3148 114300 SH SOLE 114300 0 0 MICROSOFT CORP COM 594918104 4198 19960 SH SOLE 19960 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4265 52901 SH SOLE 52901 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 17319 253496 SH SOLE 253496 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 30456 447022 SH SOLE 447022 0 0 ISHARES TR MSCI ACWI EXUS 46435G847 36735 1384382 SH SOLE 1384382 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 56211 882013 SH SOLE 882013 0 0