0001085146-24-002404.txt : 20240513 0001085146-24-002404.hdr.sgml : 20240513 20240513121704 ACCESSION NUMBER: 0001085146-24-002404 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: US FINANCIAL ADVISORS, LLC CENTRAL INDEX KEY: 0001640420 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16864 FILM NUMBER: 24937793 BUSINESS ADDRESS: STREET 1: 30 BRAINTREE HILL OFFICE PARK, SUITE 201 CITY: BRAINTREE STATE: MA ZIP: 02184 BUSINESS PHONE: 761-849-9200 MAIL ADDRESS: STREET 1: 30 BRAINTREE HILL OFFICE PARK, SUITE 201 CITY: BRAINTREE STATE: MA ZIP: 02184 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001640420 XXXXXXXX 03-31-2024 03-31-2024 false US FINANCIAL ADVISORS, LLC

30 BRAINTREE HILL OFFICE PARK, SUITE 201 BRAINTREE MA 02184

13F HOLDINGS REPORT 028-16864 000108763 801-55953 N Michael Hornung 610-296-7630 /s/Michael Hornung Wilmington DE 05-13-2024 0 81 288770055 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 275146 1823 SH SOLE 0 0 1823 APPLE INC COM 037833100 BBG001S5N8V8 2581802 15056 SH SOLE 0 0 15056 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 214467 510 SH SOLE 0 0 510 BROADCOM INC COM 11135F101 BBG00KHY5SY8 233272 176 SH SOLE 0 0 176 CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 245773 4228 SH SOLE 0 0 4228 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 357369 3074 SH SOLE 2219 0 855 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 BBG005SW6WS0 10630031 189247 SH SOLE 32443 0 156804 GLOBAL X FDS CONSCIOUS COS 37954Y731 BBG00D9VXRC4 1201709 33178 SH SOLE 0 0 33178 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 BBG001SPPQG9 320600 4816 SH SOLE 0 0 4816 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 1747234 33861 SH SOLE 10543 0 23318 ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 638187 19801 SH SOLE 0 0 19801 ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 5016923 61347 SH SOLE 9528 0 51819 ISHARES TR 3 7 YR TREAS BD 464288661 BBG001SSD812 5833447 50371 SH SOLE 9064 0 41307 ISHARES TR 7-10 YR TRSY BD 464287440 BBG001S80936 202383 2138 SH SOLE 0 0 2138 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 1530470 30640 SH SOLE 5571 0 25069 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 270955 2350 SH SOLE 0 0 2350 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 29879585 56834 SH SOLE 8795 0 48040 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 516400 4492 SH SOLE 0 0 4492 ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 237578 9705 SH SOLE 0 0 9705 ISHARES TR ESG AWRE USD ETF 46435G193 BBG00H4BH3F2 436165 18972 SH SOLE 0 0 18972 ISHARES TR ESG SCRND S&P500 46436E569 BBG00XDJC7F6 1599237 39694 SH SOLE 0 0 39694 ISHARES TR FALN ANGLS USD 46435G474 BBG00D332C84 2010721 74859 SH SOLE 17181 0 57678 ISHARES TR FLTG RATE NT ETF 46429B655 BBG001V1QYX1 4087023 80043 SH SOLE 16529 0 63515 ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 333100 23827 SH SOLE 0 0 23827 ISHARES TR JPMORGAN USD EMG 464288281 BBG001SQS9Y2 1191095 13283 SH SOLE 2774 0 10509 ISHARES TR MBS ETF 464288588 BBG001SSD8B1 2240789 24246 SH SOLE 4537 0 19709 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 15800809 197856 SH SOLE 30354 0 167502 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 7411159 180408 SH SOLE 27063 0 153345 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 295996 1801 SH SOLE 0 0 1801 ISHARES TR MSCI USA VALUE 46432F388 BBG004FPWGT7 11329499 104602 SH SOLE 18264 0 86338 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 37701540 130894 SH SOLE 24666 0 106228 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 9504811 28200 SH SOLE 4714 0 23486 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 349084 4134 SH SOLE 29 0 4105 ISHARES TR USD INV GRDE ETF 464288620 BBG001SSD876 4347088 85623 SH SOLE 20526 0 65097 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 468401 2961 SH SOLE 125 0 2836 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 231633 477 SH SOLE 0 0 477 MICROSOFT CORP COM 594918104 BBG001S5TD05 2081303 4947 SH SOLE 250 0 4697 NEW ENGLAND RLTY ASSOC LTD P DEPOSITRY RCPT 644206104 BBG001S5TLL4 224472 3122 SH SOLE 3122 0 0 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 285281 596 SH SOLE 0 0 596 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 BBG00GVWYK25 763173 24563 SH SOLE 0 0 24563 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 BBG00FJ5HKX5 631306 14193 SH SOLE 0 0 14193 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 975701 23460 SH SOLE 0 0 23460 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 565628 626 SH SOLE 0 0 626 OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 207872 2094 SH SOLE 0 0 2094 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 271217 1672 SH SOLE 0 0 1672 PROSHARES TR S&P 500 DV ARIST 74348A467 BBG005D266P2 294614 2905 SH SOLE 895 0 2010 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 BBG00V1L5ZR1 237342 7815 SH SOLE 0 0 7815 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 346523 3553 SH SOLE 0 0 3553 SACHEM CAP CORP COM 78590A109 BBG00F48C2L3 1661623 372561 SH SOLE 367579 0 4982 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 212210 3476 SH SOLE 0 0 3476 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 572450 3875 SH SOLE 0 0 3875 SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 213608 615 SH SOLE 615 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 10753325 20558 SH SOLE 5340 0 15218 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 403390 725 SH SOLE 0 0 725 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 7107517 77424 SH SOLE 11637 0 65787 SPDR SER TR PORTFLI INTRMDIT 78464A672 BBG001STKCX8 10354611 367445 SH SOLE 56780 0 310666 SPDR SER TR PORTFOLI S&P1500 78464A805 BBG001SG6843 735410 11464 SH SOLE 2539 0 8925 SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 625779 14539 SH SOLE 179 0 14360 SPDR SER TR PORTFOLIO SH TSR 78468R101 BBG0029J2KF1 3243884 112168 SH SOLE 17213 0 94955 SPDR SER TR S&P 500 ESG ETF 78468R531 BBG00W7DVF50 1585434 31308 SH SOLE 0 0 31308 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 213396 1626 SH SOLE 0 0 1626 SPDR SER TR SPDR MSCI USA GE 78468R747 BBG00CDGPF02 537348 5076 SH SOLE 0 0 5076 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 BBG004DF1DW8 1156021 27452 SH SOLE 5829 0 21624 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 4236440 7289 SH SOLE 0 0 7289 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 BBG002VZY7Y3 4019742 138516 SH SOLE 17662 0 120854 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 BBG002XRNHT5 13005313 144664 SH SOLE 26155 0 118509 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 1410722 28679 SH SOLE 6008 0 22671 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 316322 919 SH SOLE 84 0 835 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 920782 5906 SH SOLE 66 0 5840 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 12306477 49254 SH SOLE 8473 0 40780 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 13713470 59992 SH SOLE 10920 0 49072 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 291554 6088 SH SOLE 1263 0 4825 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 8362539 103870 SH SOLE 13712 0 90158 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 2086018 45736 SH SOLE 9249 0 36487 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 8265558 106914 SH SOLE 17121 0 89794 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 291779 3367 SH SOLE 0 0 3367 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 BBG001TCHM11 4040386 16954 SH SOLE 4145 0 12809 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 3545254 70665 SH SOLE 26798 0 43867 VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 1592801 17092 SH SOLE 0 0 17092 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 BBG001T6DPF6 525120 10872 SH SOLE 0 0 10872 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 BBG005YHYNG8 2307859 45891 SH SOLE 5595 0 40296