0001812046-22-000036.txt : 20220214 0001812046-22-000036.hdr.sgml : 20220214 20220214154100 ACCESSION NUMBER: 0001812046-22-000036 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: US FINANCIAL ADVISORS, LLC CENTRAL INDEX KEY: 0001640420 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16864 FILM NUMBER: 22630706 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 13F-HR LIVE false false false 0001640420 XXXXXXXX 12-31-2021 12-31-2021 false US FINANCIAL ADVISORS, LLC

30 Braintree Hill Office Park, Suite 201 Braintree MA 02184

13F HOLDINGS REPORT 028-16864 N James J. Spinelli 610-296-7630 /s/ James J. Spinelli Braintree MA 02-14-2022 0 78 219569 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 237 82 SH SOLE 58 0 24 AMAZON COM INC COM 023135106 203 61 SH SOLE 35 0 26 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 447 7387 SH SOLE 7147 0 240 APPLE INC COM 037833100 2027 11417 SH SOLE 0 0 11417 BK OF AMERICA CORP COM 060505104 587 13198 SH SOLE 13198 0 0 BLACKSTONE INC COM 09260D107 671 5187 SH SOLE 5187 0 0 BOEING CO COM 097023105 425 2109 SH SOLE 1603 0 506 BRINKER INTL INC COM 109641100 391 10682 SH SOLE 10682 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 229 4228 SH SOLE 0 0 4228 CHEESECAKE FACTORY INC COM 163072101 342 8740 SH SOLE 8515 0 225 CHEVRON CORP NEW COM 166764100 274 2337 SH SOLE 2307 0 30 COMCAST CORP NEW CL A 20030N101 206 4097 SH SOLE 0 0 4097 CONSTELLATION BRANDS INC CL A 21036P108 251 1000 SH SOLE 1000 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 261 6666 SH SOLE 6628 0 38 DEVON ENERGY CORP NEW COM 25179M103 504 11440 SH SOLE 11440 0 0 EXXON MOBIL CORP COM 30231G102 702 11470 SH SOLE 10222 0 1248 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 4226 81606 SH SOLE 19544 0 62062 GENERAL MTRS CO COM 37045V100 371 6334 SH SOLE 6265 0 69 INTEL CORP COM 458140100 242 4705 SH SOLE 1090 0 3615 ISHARES INC CORE MSCI EMKT 46434G103 371 6191 SH SOLE 4872 0 1319 ISHARES TR S&P 500 VAL ETF 464287408 256 1632 SH SOLE 550 0 1082 ISHARES TR JPMORGAN USD EMG 464288281 813 7452 SH SOLE 2514 0 4938 ISHARES TR S&P 500 GRWT ETF 464287309 1012 12096 SH SOLE 2225 0 9871 ISHARES TR CORE US AGGBD ET 464287226 1222 10714 SH SOLE 0 0 10714 ISHARES TR MSCI USA VALUE 46432F388 3018 27572 SH SOLE 6649 0 20923 ISHARES TR MBS ETF 464288588 3882 36135 SH SOLE 13395 0 22740 ISHARES TR FLTG RATE NT ETF 46429B655 5166 101829 SH SOLE 34124 0 67705 ISHARES TR RUS 1000 GRW ETF 464287614 5949 19467 SH SOLE 4909 0 14558 ISHARES TR MSCI EMG MKT ETF 464287234 7389 151260 SH SOLE 37106 0 114154 ISHARES TR 1 3 YR TREAS BD 464287457 8696 101658 SH SOLE 25690 0 75968 ISHARES TR 3 7 YR TREAS BD 464288661 9630 74846 SH SOLE 19069 0 55777 ISHARES TR MSCI EAFE ETF 464287465 16148 205238 SH SOLE 48206 0 157032 ISHARES TR CORE S&P500 ETF 464287200 25334 53113 SH SOLE 14114 0 38999 ISHARES TR RUS 1000 ETF 464287622 31652 119699 SH SOLE 33528 0 86171 JOHNSON & JOHNSON COM 478160104 623 3643 SH SOLE 125 0 3518 JPMORGAN CHASE & CO COM 46625H100 414 2617 SH SOLE 2340 0 277 MARRIOTT INTL INC NEW CL A 571903202 227 1376 SH SOLE 1254 0 122 MGM RESORTS INTERNATIONAL COM 552953101 336 7495 SH SOLE 7358 0 137 MICROSOFT CORP COM 594918104 1976 5876 SH SOLE 1697 0 4179 NEW ENGLAND RLTY ASSOC LTD P DEPOSITRY RCPT 644206104 233 3437 SH SOLE 3437 0 0 NORFOLK SOUTHN CORP COM 655844108 217 728 SH SOLE 607 0 121 NORTHROP GRUMMAN CORP COM 666807102 247 638 SH SOLE 0 0 638 PARK HOTELS & RESORTS INC COM 700517105 485 25675 SH SOLE 25065 0 610 PIONEER NAT RES CO COM 723787107 217 1195 SH SOLE 1195 0 0 PROCTER AND GAMBLE CO COM 742718109 248 1519 SH SOLE 0 0 1519 PROSHARES TR S&P 500 DV ARIST 74348A467 312 3180 SH SOLE 905 0 2275 PVH CORPORATION COM 693656100 243 2277 SH SOLE 2247 0 30 RAYTHEON TECHNOLOGIES CORP COM 75513E101 465 5409 SH SOLE 1166 0 4243 ROYAL CARIBBEAN GROUP COM V7780T103 425 5533 SH SOLE 5483 0 50 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 213 1509 SH SOLE 765 0 744 SHERWIN WILLIAMS CO COM 824348106 217 615 SH SOLE 615 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 9025 19003 SH SOLE 5871 0 13132 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 375 725 SH SOLE 0 0 725 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 219 2400 SH SOLE 0 0 2400 SPDR SER TR PORTFOLIO SHORT 78464A474 299 9644 SH SOLE 0 0 9644 SPDR SER TR PORTFOLIO S&P600 78468R853 355 7938 SH SOLE 4026 0 3912 SPDR SER TR S&P 600 SML CAP 78464A813 356 3582 SH SOLE 0 0 3582 SPDR SER TR PORTFOLI S&P1500 78464A805 538 9201 SH SOLE 2209 0 6991 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 817 17900 SH SOLE 6029 0 11871 STARWOOD PPTY TR INC COM 85571B105 216 8881 SH SOLE 8881 0 0 STEEL DYNAMICS INC COM 858119100 315 5070 SH SOLE 5070 0 0 TESLA INC COM 88160R101 225 213 SH SOLE 0 0 213 THERMO FISHER SCIENTIFIC INC COM 883556102 6031 9039 SH SOLE 1542 0 7497 UNITED AIRLS HLDGS INC COM 910047109 297 6790 SH SOLE 6585 0 205 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 4915 149070 SH SOLE 40161 0 108909 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 11314 148655 SH SOLE 34800 0 113855 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 3010 54574 SH SOLE 19445 0 35129 VANGUARD INDEX FDS SML CP GRW ETF 922908595 227 805 SH SOLE 90 0 715 VANGUARD INDEX FDS GROWTH ETF 922908736 229 713 SH SOLE 145 0 568 VANGUARD INDEX FDS MID CAP ETF 922908629 9022 35414 SH SOLE 9090 0 26324 VANGUARD INDEX FDS SMALL CP ETF 922908751 10482 46380 SH SOLE 11877 0 34503 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1605 31233 SH SOLE 7966 0 23267 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 8449 103975 SH SOLE 27625 0 76350 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 9074 97827 SH SOLE 25806 0 72021 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 927 18162 SH SOLE 15114 0 3048 VANGUARD WORLD FDS INF TECH ETF 92204A702 403 880 SH SOLE 440 0 440 WELLS FARGO CO NEW COM 949746101 358 7461 SH SOLE 7461 0 0 WYNN RESORTS LTD COM 983134107 254 2985 SH SOLE 2925 0 60