0001766909-21-000003.txt : 20210813
0001766909-21-000003.hdr.sgml : 20210813
20210813115748
ACCESSION NUMBER: 0001766909-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210813
DATE AS OF CHANGE: 20210813
EFFECTIVENESS DATE: 20210813
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: 211170753
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
06-30-2021
06-30-2021
Financial Advisors, LLC
26 ESSEX STREET
ANDOVER
MA
01810
13F HOLDINGS REPORT
028-19216
N
Robert C. Miller
Chief Compliance Officer
9784636660
Robert C. Miller
Newburyport
MA
08-13-2021
0
87
285126
false
INFORMATION TABLE
2
13F_TFA_2021Q2.xml
3M CO
COM
88579Y101
509
2565
SH
SOLE
0
0
2565
ABBOTT LABS
COM
002824100
543
4688
SH
SOLE
0
0
4688
ABBVIE INC
COM
00287Y109
553
4908
SH
SOLE
0
0
4908
ALPHABET INC
CAP STK CL A
02079K305
947
388
SH
SOLE
0
0
388
ALPHABET INC
CAP STK CL C
02079K107
1968
785
SH
SOLE
0
0
785
AMAZON COM INC
COM
023135106
1221
355
SH
SOLE
0
0
355
AMERICAN EXPRESS CO
COM
025816109
370
2240
SH
SOLE
0
0
2240
AMGEN INC
COM
031162100
425
1744
SH
SOLE
0
0
1744
ANALOG DEVICES INC
COM
032654105
904
5253
SH
SOLE
0
0
5253
APPLE INC
COM
037833100
3223
23532
SH
SOLE
0
0
23532
ARK ETF TR
GENOMIC REV ETF
00214Q302
252
2721
SH
SOLE
0
0
2721
AT&T INC
COM
00206R102
789
27406
SH
SOLE
0
0
27406
AUTOMATIC DATA PROCESSING IN
COM
053015103
433
2182
SH
SOLE
0
0
2182
BALL CORP
COM
058498106
234
2883
SH
SOLE
0
0
2883
BECTON DICKINSON & CO
COM
075887109
628
2582
SH
SOLE
0
0
2582
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
391
1408
SH
SOLE
0
0
1408
BK OF AMERICA CORP
COM
060505104
510
12377
SH
SOLE
0
0
12377
BRISTOL-MYERS SQUIBB CO
COM
110122108
337
5049
SH
SOLE
0
0
5049
CHEVRON CORP NEW
COM
166764100
348
3321
SH
SOLE
0
0
3321
CISCO SYS INC
COM
17275R102
326
6153
SH
SOLE
0
0
6153
COCA COLA CO
COM
191216100
212
3919
SH
SOLE
0
0
3919
COLGATE PALMOLIVE CO
COM
194162103
409
5025
SH
SOLE
0
0
5025
COMCAST CORP NEW
CL A
20030N101
209
3666
SH
SOLE
0
0
3666
CSX CORP
COM
126408103
365
11382
SH
SOLE
0
0
11382
DISNEY WALT CO
COM
254687106
437
2485
SH
SOLE
0
0
2485
EASTGROUP PPTYS INC
COM
277276101
242
1473
SH
SOLE
0
0
1473
EXXON MOBIL CORP
COM
30231G102
1483
23508
SH
SOLE
0
0
23508
GENERAL ELECTRIC CO
COM
369604103
271
20129
SH
SOLE
0
0
20129
HOME DEPOT INC
COM
437076102
650
2039
SH
SOLE
0
0
2039
HONEYWELL INTL INC
COM
438516106
262
1193
SH
SOLE
0
0
1193
INTEL CORP
COM
458140100
1134
20196
SH
SOLE
0
0
20196
INTERNATIONAL BUSINESS MACHS
COM
459200101
229
1562
SH
SOLE
0
0
1562
INVESCO QQQ TR
UNIT SER 1
46090E103
679
1917
SH
SOLE
0
0
1917
ISHARES INC
ESG AWR MSCI EM
46434G863
274
6071
SH
SOLE
0
0
6071
ISHARES INC
MSCI GBL MIN VOL
464286525
1014
9854
SH
SOLE
0
0
9854
ISHARES TR
HDG MSCI EAFE
46434V803
3728
107607
SH
SOLE
0
0
107607
ISHARES TR
ESG MSCI USA ETF
46436E767
644
17739
SH
SOLE
0
0
17739
ISHARES TR
ISHARES BIOTECH
464287556
370
2263
SH
SOLE
0
0
2263
ISHARES TR
MSCI ACWI EXUS
46435G847
48934
1483631
SH
SOLE
0
0
1483631
ISHARES TR
MSCI USA SMCP MN
46435G433
221
5800
SH
SOLE
0
0
5800
ISHARES TR
MSCI USA MIN VOL
46429B697
68713
933467
SH
SOLE
0
0
933467
ISHARES TR
ESG AW MSCI EAFE
46435G516
3090
39096
SH
SOLE
0
0
39096
ISHARES TR
MSCI ACWI EX US
464288240
746
12971
SH
SOLE
0
0
12971
ISHARES TR
MSCI KLD400 SOC
464288570
743
8968
SH
SOLE
0
0
8968
ISHARES TR
CORE S&P SCP ETF
464287804
691
6113
SH
SOLE
0
0
6113
ISHARES TR
MSCI EAFE MIN VL
46429B689
38239
506204
SH
SOLE
0
0
506204
ISHARES TR
RUS 1000 VAL ETF
464287598
365
2298
SH
SOLE
0
0
2298
ISHARES TR
ESG EAFE ETF
46436E759
260
3833
SH
SOLE
0
0
3833
ISHARES TR
ESG AWR MSCI USA
46435G425
2572
26117
SH
SOLE
0
0
26117
ISHARES TR
ESG AWARE MSCI
46435U663
1085
26889
SH
SOLE
0
0
26889
ISHARES TR
RUS 1000 GRW ETF
464287614
3557
13101
SH
SOLE
0
0
13101
ISHARES TR
RUSSELL 2000 ETF
464287655
4672
20367
SH
SOLE
0
0
20367
ISHARES TR
MSCI EAFE ETF
464287465
726
9198
SH
SOLE
0
0
9198
ISHARES TR
CORE S&P500 ETF
464287200
1103
2565
SH
SOLE
0
0
2565
JOHNSON & JOHNSON
COM
478160104
1361
8264
SH
SOLE
0
0
8264
JPMORGAN CHASE & CO
COM
46625H100
617
3964
SH
SOLE
0
0
3964
LAM RESEARCH CORP
COM
512807108
423
650
SH
SOLE
0
0
650
LOWES COS INC
COM
548661107
496
2558
SH
SOLE
0
0
2558
MCDONALDS CORP
COM
580135101
436
1886
SH
SOLE
0
0
1886
MEDTRONIC PLC
SHS
G5960L103
201
1618
SH
SOLE
0
0
1618
MERCK & CO INC
COM
58933Y105
260
3347
SH
SOLE
0
0
3347
MICROSOFT CORP
COM
594918104
5676
20951
SH
SOLE
0
0
20951
MORGAN STANLEY
COM NEW
617446448
513
5590
SH
SOLE
0
0
5590
NEXTERA ENERGY INC
COM
65339F101
223
3042
SH
SOLE
0
0
3042
NIKE INC
CL B
654106103
289
1870
SH
SOLE
0
0
1870
PARKER-HANNIFIN CORP
COM
701094104
265
862
SH
SOLE
0
0
862
PAYPAL HLDGS INC
COM
70450Y103
255
875
SH
SOLE
0
0
875
PEPSICO INC
COM
713448108
412
2778
SH
SOLE
0
0
2778
PFIZER INC
COM
717081103
215
5494
SH
SOLE
0
0
5494
PROCTER AND GAMBLE CO
COM
742718109
987
7313
SH
SOLE
0
0
7313
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
500
5863
SH
SOLE
0
0
5863
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
33061
317348
SH
SOLE
0
0
317348
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
21280
145796
SH
SOLE
0
0
145796
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
4974
47844
SH
SOLE
0
0
47844
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
4541
66423
SH
SOLE
0
0
66423
SPDR INDEX SHS FDS
MSCI ACWI EXUS
78463X848
323
10702
SH
SOLE
0
0
10702
STANLEY BLACK & DECKER INC
COM
854502101
318
1550
SH
SOLE
0
0
1550
STATE STR CORP
COM
857477103
232
2820
SH
SOLE
0
0
2820
STRYKER CORPORATION
COM
863667101
510
1964
SH
SOLE
0
0
1964
TESLA INC
COM
88160R101
209
308
SH
SOLE
0
0
308
UNION PAC CORP
COM
907818108
557
2531
SH
SOLE
0
0
2531
VANGUARD ADMIRAL FDS INC
SMLLCP 600 IDX
921932828
279
1347
SH
SOLE
0
0
1347
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
452
1148
SH
SOLE
0
0
1148
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
571
10333
SH
SOLE
0
0
10333
VANGUARD WORLD FDS
INF TECH ETF
92204A702
239
600
SH
SOLE
0
0
600
VERIZON COMMUNICATIONS INC
COM
92343V104
984
17561
SH
SOLE
0
0
17561
WALMART INC
COM
931142103
227
1609
SH
SOLE
0
0
1609