0001766909-19-000003.txt : 20190731
0001766909-19-000003.hdr.sgml : 20190731
20190731161422
ACCESSION NUMBER: 0001766909-19-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190731
DATE AS OF CHANGE: 20190731
EFFECTIVENESS DATE: 20190731
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: 19988891
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
06-30-2019
06-30-2019
Financial Advisors, LLC
26 ESSEX STREET
ANDOVER
MA
01810
13F HOLDINGS REPORT
028-19216
N
RICHARD SUMBERG
CHIEF COMPLIANCE OFFICER
(978) 475-3242
RICHARD SUMBERG
ANDOVER
MA
07-31-2019
0
59
155825
false
INFORMATION TABLE
2
13F_TFA_2019Q2.xml
ABBOTT LABS
COM
002824100
397
4721
SH
SOLE
0
0
4721
AMAZON COM INC
COM
023135106
483
255
SH
SOLE
0
0
255
AMERICAN EXPRESS CO
COM
025816109
223
1804
SH
SOLE
0
0
1804
AMGEN INC
COM
031162100
327
1773
SH
SOLE
0
0
1773
ANALOG DEVICES INC
COM
032654105
585
5187
SH
SOLE
0
0
5187
APPLE INC
COM
037833100
1109
5601
SH
SOLE
0
0
5601
AUTOMATIC DATA PROCESSING IN
COM
053015103
350
2114
SH
SOLE
0
0
2114
BALL CORP
COM
058498106
356
5088
SH
SOLE
0
0
5088
BANK AMER CORP
COM
060505104
365
12575
SH
SOLE
0
0
12575
BARNES GROUP INC
COM
067806109
236
4180
SH
SOLE
0
0
4180
BECTON DICKINSON & CO
COM
075887109
651
2582
SH
SOLE
0
0
2582
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
326
1528
SH
SOLE
0
0
1528
BOSTON PRIVATE FINL HLDGS IN
COM
101119105
296
24540
SH
SOLE
0
0
24540
CSX CORP
COM
126408103
279
3600
SH
SOLE
0
0
3600
CHEVRON CORP NEW
COM
166764100
618
4970
SH
SOLE
0
0
4970
COLGATE PALMOLIVE CO
COM
194162103
435
6064
SH
SOLE
0
0
6064
GENERAL ELECTRIC CO
COM
369604103
462
44011
SH
SOLE
0
0
44011
HOME DEPOT INC
COM
437076102
498
2396
SH
SOLE
0
0
2396
INTEL CORP
COM
458140100
414
8658
SH
SOLE
0
0
8658
ISHARES TR
CORE S&P500 ETF
464287200
627
2127
SH
SOLE
0
0
2127
ISHARES TR
MSCI EAFE ETF
464287465
741
11272
SH
SOLE
0
0
11272
ISHARES TR
NASDAQ BIOTECH
464287556
264
2421
SH
SOLE
0
0
2421
ISHARES TR
RUS 1000 VAL ETF
464287598
262
2063
SH
SOLE
0
0
2063
ISHARES TR
RUS 1000 GRW ETF
464287614
1979
12580
SH
SOLE
0
0
12580
ISHARES TR
RUSSELL 2000 ETF
464287655
9413
60534
SH
SOLE
0
0
60534
ISHARES TR
CORE S&P SCP ETF
464287804
474
6049
SH
SOLE
0
0
6049
ISHARES TR
MSCI ACWI EX US
464288240
291
6228
SH
SOLE
0
0
6228
JOHNSON & JOHNSON
COM
478160104
821
5896
SH
SOLE
0
0
5896
LOWES COS INC
COM
548661107
268
2658
SH
SOLE
0
0
2658
MCDONALDS CORP
COM
580135101
379
1827
SH
SOLE
0
0
1827
MICROSOFT CORP
COM
594918104
2740
20452
SH
SOLE
0
0
20452
PEPSICO INC
COM
713448108
321
2448
SH
SOLE
0
0
2448
PROCTER AND GAMBLE CO
COM
742718109
556
5070
SH
SOLE
0
0
5070
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1951
27790
SH
SOLE
0
0
27790
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
711
8544
SH
SOLE
0
0
8544
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
588
10468
SH
SOLE
0
0
10468
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
7924
110863
SH
SOLE
0
0
110863
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
208
3922
SH
SOLE
0
0
3922
STANLEY BLACK & DECKER INC
COM
854502101
301
2080
SH
SOLE
0
0
2080
STRYKER CORP
COM
863667101
465
2264
SH
SOLE
0
0
2264
UNION PACIFIC CORP
COM
907818108
426
2519
SH
SOLE
0
0
2519
UNITED TECHNOLOGIES CORP
COM
913017109
535
4107
SH
SOLE
0
0
4107
VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
548
10333
SH
SOLE
0
0
10333
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
285
1059
SH
SOLE
0
0
1059
AT&T INC
COM
00206R102
665
19831
SH
SOLE
0
0
19831
ABBVIE INC
COM
00287Y109
321
4421
SH
SOLE
0
0
4421
ALPHABET INC
CAP STK CL C
02079K107
1016
940
SH
SOLE
0
0
940
ALPHABET INC
CAP STK CL A
02079K305
460
425
SH
SOLE
0
0
425
EXXON MOBIL CORP
COM
30231G102
1983
25872
SH
SOLE
0
0
25872
ISHARES TR
MIN VOL EAFE ETF
46429B689
27351
376528
SH
SOLE
0
0
376528
ISHARES TR
MIN VOL USA ETF
46429B697
40321
653188
SH
SOLE
0
0
653188
ISHARES TR
HDG MSCI EAFE
46434V803
922
30914
SH
SOLE
0
0
30914
ISHARES TR
ESG MSCI EAFE
46435G516
2082
32372
SH
SOLE
0
0
32372
ISHARES TR
MSCI ACWI EXUS
46435G847
37451
1383529
SH
SOLE
0
0
1383529
JPMORGAN CHASE & CO
COM
46625H100
239
2138
SH
SOLE
0
0
2138
ORACLE CORP
COM
68389X105
254
4456
SH
SOLE
0
0
4456
SPDR INDEX SHS FDS
MSCI ACWI EXUS
78463X848
481
13129
SH
SOLE
0
0
13129
3M CO
COM
88579Y101
517
2983
SH
SOLE
0
0
2983
VERIZON COMMUNICATIONS INC
COM
92343V104
274
4796
SH
SOLE
0
0
4796