0001766909-20-000001.txt : 20200213
0001766909-20-000001.hdr.sgml : 20200213
20200213071927
ACCESSION NUMBER: 0001766909-20-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200213
DATE AS OF CHANGE: 20200213
EFFECTIVENESS DATE: 20200213
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: 20606933
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
12-31-2019
12-31-2019
Financial Advisors, LLC
26 ESSEX STREET
ANDOVER
MA
01810
13F HOLDINGS REPORT
028-19216
N
RICHARD L. SUMBERG
CH
CHIEF COMPLIANCE OFF
RICHARD L. SUMBERG
ANDOVER
MA
02-13-2020
0
61
176426
false
INFORMATION TABLE
2
13F_TFA_2019Q4.xml
ABBOTT LABS
COM
002824100
444
5110
SH
SOLE
0
0
5110
AMAZON COM INC
COM
023135106
492
266
SH
SOLE
0
0
266
AMERICAN EXPRESS CO
COM
025816109
225
1804
SH
SOLE
0
0
1804
AMGEN INC
COM
031162100
432
1794
SH
SOLE
0
0
1794
ANALOG DEVICES INC
COM
032654105
651
5478
SH
SOLE
0
0
5478
APPLE INC
COM
037833100
1750
5958
SH
SOLE
0
0
5958
AUTOMATIC DATA PROCESSING IN
COM
053015103
360
2114
SH
SOLE
0
0
2114
BALL CORP
COM
058498106
279
4308
SH
SOLE
0
0
4308
BANK AMER CORP
COM
060505104
449
12739
SH
SOLE
0
0
12739
BARNES GROUP INC
COM
067806109
247
3980
SH
SOLE
0
0
3980
BECTON DICKINSON & CO
COM
075887109
702
2582
SH
SOLE
0
0
2582
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
301
1329
SH
SOLE
0
0
1329
BOSTON PRIVATE FINL HLDGS IN
COM
101119105
267
22232
SH
SOLE
0
0
22232
BRISTOL MYERS SQUIBB CO
COM
110122108
280
4358
SH
SOLE
0
0
4358
CSX CORP
COM
126408103
263
3631
SH
SOLE
0
0
3631
CHEVRON CORP NEW
COM
166764100
472
3915
SH
SOLE
0
0
3915
COLGATE PALMOLIVE CO
COM
194162103
418
6072
SH
SOLE
0
0
6072
GENERAL ELECTRIC CO
COM
369604103
410
36752
SH
SOLE
0
0
36752
HOME DEPOT INC
COM
437076102
463
2118
SH
SOLE
0
0
2118
INTEL CORP
COM
458140100
518
8658
SH
SOLE
0
0
8658
ISHARES TR
CORE S&P500 ETF
464287200
774
2395
SH
SOLE
0
0
2395
ISHARES TR
MSCI EAFE ETF
464287465
783
11272
SH
SOLE
0
0
11272
ISHARES TR
NASDAQ BIOTECH
464287556
285
2361
SH
SOLE
0
0
2361
ISHARES TR
RUS 1000 VAL ETF
464287598
282
2063
SH
SOLE
0
0
2063
ISHARES TR
RUS 1000 GRW ETF
464287614
2213
12580
SH
SOLE
0
0
12580
ISHARES TR
RUSSELL 2000 ETF
464287655
5950
35912
SH
SOLE
0
0
35912
ISHARES TR
CORE S&P SCP ETF
464287804
507
6052
SH
SOLE
0
0
6052
ISHARES TR
MSCI ACWI EX US
464288240
228
4651
SH
SOLE
0
0
4651
JOHNSON & JOHNSON
COM
478160104
1123
7697
SH
SOLE
0
0
7697
LOWES COS INC
COM
548661107
306
2558
SH
SOLE
0
0
2558
MCDONALDS CORP
COM
580135101
361
1827
SH
SOLE
0
0
1827
MICROSOFT CORP
COM
594918104
3108
19708
SH
SOLE
0
0
19708
PEPSICO INC
COM
713448108
316
2312
SH
SOLE
0
0
2312
PROCTER & GAMBLE CO
COM
742718109
640
5120
SH
SOLE
0
0
5120
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
2942
38298
SH
SOLE
0
0
38298
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
824
8868
SH
SOLE
0
0
8868
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
650
10815
SH
SOLE
0
0
10815
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
13685
180928
SH
SOLE
0
0
180928
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
201
3764
SH
SOLE
0
0
3764
STANLEY BLACK & DECKER INC
COM
854502101
294
1776
SH
SOLE
0
0
1776
STATE STR CORP
COM
857477103
223
2820
SH
SOLE
0
0
2820
STRYKER CORP
COM
863667101
440
2097
SH
SOLE
0
0
2097
UNION PACIFIC CORP
COM
907818108
461
2548
SH
SOLE
0
0
2548
UNITED TECHNOLOGIES CORP
COM
913017109
615
4107
SH
SOLE
0
0
4107
VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
553
10333
SH
SOLE
0
0
10333
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
313
1059
SH
SOLE
0
0
1059
AT&T INC
COM
00206R102
753
19269
SH
SOLE
0
0
19269
ABBVIE INC
COM
00287Y109
398
4498
SH
SOLE
0
0
4498
ALPHABET INC
CAP STK CL C
02079K107
1374
1028
SH
SOLE
0
0
1028
ALPHABET INC
CAP STK CL A
02079K305
627
468
SH
SOLE
0
0
468
EXXON MOBIL CORP
COM
30231G102
1768
25338
SH
SOLE
0
0
25338
ISHARES TR
MIN VOL EAFE ETF
46429B689
31161
418046
SH
SOLE
0
0
418046
ISHARES TR
MSCI MIN VOL ETF
46429B697
47530
724549
SH
SOLE
0
0
724549
ISHARES TR
HDG MSCI EAFE
46434V803
943
30914
SH
SOLE
0
0
30914
ISHARES TR
ESG MSCI EAFE
46435G516
2211
32166
SH
SOLE
0
0
32166
ISHARES TR
MSCI ACWI EXUS
46435G847
39817
1415251
SH
SOLE
0
0
1415251
JPMORGAN CHASE & CO
COM
46625H100
298
2138
SH
SOLE
0
0
2138
ORACLE CORP
COM
68389X105
236
4456
SH
SOLE
0
0
4456
SPDR INDEX SHS FDS
MSCI ACWI EXUS
78463X848
520
20183
SH
SOLE
0
0
20183
3M CO
COM
88579Y101
486
2753
SH
SOLE
0
0
2753
VERIZON COMMUNICATIONS INC
COM
92343V104
804
13101
SH
SOLE
0
0
13101