0001766909-23-000001.txt : 20230214 0001766909-23-000001.hdr.sgml : 20230214 20230214080620 ACCESSION NUMBER: 0001766909-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23622687 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 X0202 13F-HR LIVE false false false 0001766909 XXXXXXXX 12-31-2022 12-31-2022 Financial Advisors, LLC

26 ESSEX STREET ANDOVER MA 01810

13F HOLDINGS REPORT 028-19216 N ROBERT MILLER 978-475-3242 ROBERT MILLER ANDOVER MA 02-14-2023 0 79 365965859 false INFORMATION TABLE 2 13F_TFA_2022Q4.xml ISHARES TR MSCI USA MIN VOL 46429B697 75592255 1048436 SH SOLE 0 0 1048436 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 56394130 854198 SH SOLE 0 0 854198 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 49934652 898752 SH SOLE 0 0 898752 ISHARES TR MSCI ACWI EXUS 46435G847 40890730 1602804 SH SOLE 0 0 1602804 ISHARES TR MSCI USA QLT FCT 46432F339 37009730 324761 SH SOLE 0 0 324761 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 36561255 902524 SH SOLE 0 0 902524 ISHARES TR ESG AWR MSCI USA 46435G425 5211359 61491 SH SOLE 0 0 61491 MICROSOFT CORP COM 594918104 4900054 20432 SH SOLE 0 0 20432 ISHARES TR MODERT ALLOC ETF 464289875 4785573 125903 SH SOLE 0 0 125903 ISHARES TR RUS 1000 GRW ETF 464287614 4358284 20343 SH SOLE 0 0 20343 ISHARES TR RUSSELL 2000 ETF 464287655 3894236 22334 SH SOLE 0 0 22334 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3428780 75942 SH SOLE 0 0 75942 APPLE INC COM 037833100 3317477 25533 SH SOLE 0 0 25533 EXXON MOBIL CORP COM 30231G102 2526270 22904 SH SOLE 0 0 22904 ISHARES TR HDG MSCI EAFE 46434V803 2200149 81487 SH SOLE 0 0 81487 ISHARES TR ESG AWARE MSCI 46435U663 2193547 66714 SH SOLE 0 0 66714 ISHARES TR ESG AW MSCI EAFE 46435G516 2084412 31707 SH SOLE 0 0 31707 ALPHABET INC CAP STK CL C 02079K107 1998265 22521 SH SOLE 0 0 22521 ISHARES INC MSCI GBL MIN VOL 464286525 1769177 18619 SH SOLE 0 0 18619 INVESCO QQQ TR UNIT SER 1 46090E103 1696767 6372 SH SOLE 0 0 6372 JOHNSON & JOHNSON COM 478160104 1379990 7812 SH SOLE 0 0 7812 PROCTER AND GAMBLE CO COM 742718109 982135 6480 SH SOLE 0 0 6480 ISHARES TR CORE S&P500 ETF 464287200 908657 2365 SH SOLE 0 0 2365 ANALOG DEVICES INC COM 032654105 868703 5296 SH SOLE 0 0 5296 ISHARES TR RUS 1000 VAL ETF 464287598 866376 5713 SH SOLE 0 0 5713 AMAZON COM INC COM 023135106 857724 10211 SH SOLE 0 0 10211 ABBVIE INC COM 00287Y109 754395 4668 SH SOLE 0 0 4668 ISHARES TR ESG MSCI USA MIN 46436E445 721376 31751 SH SOLE 0 0 31751 ALPHABET INC CAP STK CL A 02079K305 700546 7940 SH SOLE 0 0 7940 VERIZON COMMUNICATIONS INC COM 92343V104 691015 17538 SH SOLE 0 0 17538 HOME DEPOT INC COM 437076102 618690 1959 SH SOLE 0 0 1959 ISHARES TR CORE S&P SCP ETF 464287804 607996 6424 SH SOLE 0 0 6424 RAYTHEON TECHNOLOGIES CORP COM 75513E101 591694 5863 SH SOLE 0 0 5863 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 546100 3151 SH SOLE 0 0 3151 JPMORGAN CHASE & CO COM 46625H100 543910 4056 SH SOLE 0 0 4056 AUTOMATIC DATA PROCESSING IN COM 053015103 517132 2165 SH SOLE 0 0 2165 INTEL CORP COM 458140100 510892 19330 SH SOLE 0 0 19330 LOWES COS INC COM 548661107 509656 2558 SH SOLE 0 0 2558 CHEVRON CORP NEW COM 166764100 499993 2786 SH SOLE 0 0 2786 ABBOTT LABS COM 002824100 496910 4526 SH SOLE 0 0 4526 PEPSICO INC COM 713448108 490817 2717 SH SOLE 0 0 2717 UNION PAC CORP COM 907818108 485800 2346 SH SOLE 0 0 2346 MORGAN STANLEY COM NEW 617446448 475277 5590 SH SOLE 0 0 5590 MCDONALDS CORP COM 580135101 448528 1702 SH SOLE 0 0 1702 STRYKER CORPORATION COM 863667101 415633 1700 SH SOLE 0 0 1700 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 396210 1128 SH SOLE 0 0 1128 COLGATE PALMOLIVE CO COM 194162103 389027 4938 SH SOLE 0 0 4938 AT&T INC COM 00206R102 384296 20874 SH SOLE 0 0 20874 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 377476 1222 SH SOLE 0 0 1222 BRISTOL-MYERS SQUIBB CO COM 110122108 350964 4878 SH SOLE 0 0 4878 CSX CORP COM 126408103 349733 11289 SH SOLE 0 0 11289 AMGEN INC COM 031162100 326462 1243 SH SOLE 0 0 1243 MERCK & CO INC COM 58933Y105 315764 2846 SH SOLE 0 0 2846 BANK AMERICA CORP COM 060505104 289038 8727 SH SOLE 0 0 8727 AMERICAN EXPRESS CO COM 025816109 286635 1940 SH SOLE 0 0 1940 LAM RESEARCH CORP COM 512807108 273195 650 SH SOLE 0 0 650 VANGUARD INDEX FDS TOTAL STK MKT 922908769 267724 1400 SH SOLE 0 0 1400 HONEYWELL INTL INC COM 438516106 258062 1204 SH SOLE 0 0 1204 COCA COLA CO COM 191216100 253026 3978 SH SOLE 0 0 3978 PFIZER INC COM 717081103 248247 4845 SH SOLE 0 0 4845 NEXTERA ENERGY INC COM 65339F101 247623 2962 SH SOLE 0 0 2962 CISCO SYS INC COM 17275R102 246496 5174 SH SOLE 0 0 5174 PARKER-HANNIFIN CORP COM 701094104 246477 847 SH SOLE 0 0 847 ISHARES TR CONSER ALLOC ETF 464289883 238900 7108 SH SOLE 0 0 7108 3M CO COM 88579Y101 235643 1965 SH SOLE 0 0 1965 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 231931 700 SH SOLE 0 0 700 ISHARES TR ISHARES BIOTECH 464287556 231921 1766 SH SOLE 0 0 1766 CHUBB LIMITED COM H1467J104 231630 1050 SH SOLE 0 0 1050 WALMART INC COM 931142103 228140 1609 SH SOLE 0 0 1609 SPDR S&P 500 ETF TR TR UNIT 78462F103 225634 590 SH SOLE 0 0 590 NIKE INC CL B 654106103 220737 1886 SH SOLE 0 0 1886 ISHARES TR EXPANDED TECH 464287515 220031 860 SH SOLE 0 0 860 STATE STR CORP COM 857477103 218747 2820 SH SOLE 0 0 2820 EASTGROUP PPTYS INC COM 277276101 218092 1473 SH SOLE 0 0 1473 INTERNATIONAL BUSINESS MACHS COM 459200101 215421 1529 SH SOLE 0 0 1529 TRAVELERS COMPANIES INC COM 89417E109 211489 1128 SH SOLE 0 0 1128 ISHARES TR MSCI USA SMCP MN 46435G433 201686 5829 SH SOLE 0 0 5829 INNOVATIVE SOLUTIONS & SUPPO COM 45769N105 83844 10200 SH SOLE 0 0 10200 APPHARVEST INC COM 03783T103 8511 15000 SH SOLE 0 0 15000