0001812046-22-000064.txt : 20220513 0001812046-22-000064.hdr.sgml : 20220513 20220513144234 ACCESSION NUMBER: 0001812046-22-000064 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 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: 22922001 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 03-31-2022 03-31-2022 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 05-13-2022 0 72 207914 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 229 82 SH SOLE 58 0 24 AMERICAN INTL GROUP INC COM NEW 026874784 213 3390 SH SOLE 3390 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 444 7387 SH SOLE 7147 0 240 APPLE INC COM 037833100 1994 11417 SH SOLE 0 0 11417 AT&T INC COM 00206R102 209 8850 SH SOLE 8450 0 400 BK OF AMERICA CORP COM 060505104 544 13198 SH SOLE 13198 0 0 BLACKSTONE INC COM 09260D107 658 5187 SH SOLE 5187 0 0 BOEING CO COM 097023105 403 2103 SH SOLE 1603 0 500 BRINKER INTL INC COM 109641100 408 10682 SH SOLE 10682 0 0 CHEVRON CORP NEW COM 166764100 381 2337 SH SOLE 2307 0 30 CONSTELLATION BRANDS INC CL A 21036P108 230 1000 SH SOLE 1000 0 0 DEVON ENERGY CORP NEW COM 25179M103 355 6000 SH SOLE 6000 0 0 EXXON MOBIL CORP COM 30231G102 637 7717 SH SOLE 6469 0 1248 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 6197 126480 SH SOLE 30335 0 96145 GENERAL MTRS CO COM 37045V100 279 6374 SH SOLE 6265 0 109 INTEL CORP COM 458140100 234 4721 SH SOLE 1090 0 3631 ISHARES INC CORE MSCI EMKT 46434G103 344 6191 SH SOLE 4872 0 1319 ISHARES TR S&P 500 VAL ETF 464287408 254 1632 SH SOLE 550 0 1082 ISHARES TR S&P 500 GRWT ETF 464287309 713 9333 SH SOLE 764 0 8569 ISHARES TR MSCI USA QLT FCT 46432F339 722 5360 SH SOLE 75 0 5285 ISHARES TR JPMORGAN USD EMG 464288281 778 7956 SH SOLE 2469 0 5487 ISHARES TR CORE US AGGBD ET 464287226 1097 10241 SH SOLE 0 0 10241 ISHARES TR MSCI USA VALUE 46432F388 3007 28759 SH SOLE 6941 0 21818 ISHARES TR MBS ETF 464288588 3642 35753 SH SOLE 12295 0 23458 ISHARES TR FLTG RATE NT ETF 46429B655 5030 99562 SH SOLE 32020 0 67542 ISHARES TR MSCI EMG MKT ETF 464287234 6175 136763 SH SOLE 33523 0 103240 ISHARES TR 1 3 YR TREAS BD 464287457 7431 89152 SH SOLE 21993 0 67159 ISHARES TR 3 7 YR TREAS BD 464288661 7440 60962 SH SOLE 14779 0 46183 ISHARES TR RUS 1000 GRW ETF 464287614 10964 39492 SH SOLE 9808 0 29684 ISHARES TR MSCI EAFE ETF 464287465 13075 177644 SH SOLE 42224 0 135420 ISHARES TR CORE S&P500 ETF 464287200 23257 51262 SH SOLE 13689 0 37573 ISHARES TR RUS 1000 ETF 464287622 29709 118803 SH SOLE 33523 0 85280 JOHNSON & JOHNSON COM 478160104 614 3463 SH SOLE 125 0 3338 JPMORGAN CHASE & CO COM 46625H100 357 2617 SH SOLE 2340 0 277 META PLATFORMS INC CL A 30303M102 209 940 SH SOLE 221 0 719 MICROSOFT CORP COM 594918104 1812 5876 SH SOLE 1697 0 4179 NEW ENGLAND RLTY ASSOC LTD P DEPOSITRY RCPT 644206104 250 3122 SH SOLE 3122 0 0 NORFOLK SOUTHN CORP COM 655844108 208 728 SH SOLE 607 0 121 NORTHROP GRUMMAN CORP COM 666807102 285 638 SH SOLE 0 0 638 OCCIDENTAL PETE CORP COM 674599105 378 6667 SH SOLE 6667 0 0 PARK HOTELS & RESORTS INC COM 700517105 388 19875 SH SOLE 19265 0 610 PIONEER NAT RES CO COM 723787107 299 1195 SH SOLE 1195 0 0 PROCTER AND GAMBLE CO COM 742718109 228 1491 SH SOLE 0 0 1491 PROSHARES TR S&P 500 DV ARIST 74348A467 306 3227 SH SOLE 905 0 2322 RAYTHEON TECHNOLOGIES CORP COM 75513E101 536 5409 SH SOLE 1166 0 4243 ROYAL CARIBBEAN GROUP COM V7780T103 464 5533 SH SOLE 5483 0 50 SNOWFLAKE INC CL A 833445109 214 934 SH SOLE 410 0 524 SPDR S&P 500 ETF TR TR UNIT 78462F103 8950 19816 SH SOLE 5845 0 13971 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 356 725 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 279 9265 SH SOLE 0 0 9265 SPDR SER TR S&P 600 SML CAP 78464A813 335 3582 SH SOLE 0 0 3582 SPDR SER TR PORTFOLIO S&P600 78468R853 372 8840 SH SOLE 4079 0 4761 SPDR SER TR PORTFOLI S&P1500 78464A805 517 9301 SH SOLE 2209 0 7091 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 822 18284 SH SOLE 5605 0 12679 STEEL DYNAMICS INC COM 858119100 423 5070 SH SOLE 5070 0 0 TESLA INC COM 88160R101 232 215 SH SOLE 0 0 215 THERMO FISHER SCIENTIFIC INC COM 883556102 5339 9039 SH SOLE 1542 0 7497 UNITED AIRLS HLDGS INC COM 910047109 315 6790 SH SOLE 6585 0 205 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 4698 154540 SH SOLE 39667 0 114873 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 9023 120785 SH SOLE 28554 0 92231 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2900 55293 SH SOLE 19123 0 36170 VANGUARD INDEX FDS GROWTH ETF 922908736 205 713 SH SOLE 145 0 568 VANGUARD INDEX FDS MID CAP ETF 922908629 8670 36452 SH SOLE 9451 0 27001 VANGUARD INDEX FDS SMALL CP ETF 922908751 10560 49688 SH SOLE 12773 0 36915 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2124 41471 SH SOLE 7548 0 33923 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 7898 101135 SH SOLE 26223 0 74912 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 8242 95792 SH SOLE 24688 0 71104 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 867 18058 SH SOLE 15010 0 3048 VANGUARD WORLD FDS INF TECH ETF 92204A702 367 880 SH SOLE 440 0 440 WELLS FARGO CO NEW COM 949746101 362 7461 SH SOLE 7461 0 0 WYNN RESORTS LTD COM 983134107 238 2985 SH SOLE 2925 0 60