0001951757-22-000024.txt : 20221114 0001951757-22-000024.hdr.sgml : 20221114 20221114133318 ACCESSION NUMBER: 0001951757-22-000024 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221383367 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 09-30-2022 09-30-2022 Financial Advisors, LLC

26 ESSEX STREET ANDOVER MA 01810

13F HOLDINGS REPORT 028-19216 N ROBERT C. MILLER 978-463-6660 ROBERT C. MILLER NEWBURYPORT MA 11-14-2022 0 76 287655 false INFORMATION TABLE 2 13F_TFA_2022Q3.xml ISHARES TR MSCI USA MIN VOL 46429B697 68555 1042655 SH SOLE 0 0 1042655 ISHARES TR MSCI ACWI EXUS 46435G847 43354 1611682 SH SOLE 0 0 1611682 ISHARES TR MSCI USA QLT FCT 46432F339 34320 329053 SH SOLE 0 0 329053 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 33681 877794 SH SOLE 0 0 877794 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 32729 595830 SH SOLE 0 0 595830 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 10908 184479 SH SOLE 0 0 184479 MICROSOFT CORP COM 594918104 4835 21418 SH SOLE 0 0 21418 ISHARES TR ESG AWR MSCI USA 46435G425 4406 55617 SH SOLE 0 0 55617 ISHARES TR CONSER ALLOC ETF 464289883 4372 135013 SH SOLE 0 0 135013 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3593 85045 SH SOLE 0 0 85045 APPLE INC COM 037833100 3429 24786 SH SOLE 0 0 24786 ISHARES TR RUSSELL 2000 ETF 464287655 3328 19895 SH SOLE 0 0 19895 ISHARES TR HDG MSCI EAFE 46434V803 2922 96931 SH SOLE 0 0 96931 ISHARES TR RUS 1000 GRW ETF 464287614 2730 13101 SH SOLE 0 0 13101 EXXON MOBIL CORP COM 30231G102 2307 23437 SH SOLE 0 0 23437 ALPHABET INC CAP STK CL C 02079K107 2220 22581 SH SOLE 0 0 22581 ISHARES TR ESG AWARE MSCI 46435U663 2045 65734 SH SOLE 0 0 65734 ISHARES TR ESG AW MSCI EAFE 46435G516 1942 34781 SH SOLE 0 0 34781 INVESCO QQQ TR UNIT SER 1 46090E103 1732 6595 SH SOLE 0 0 6595 ISHARES TR CORE S&P500 ETF 464287200 1381 3857 SH SOLE 0 0 3857 JOHNSON & JOHNSON COM 478160104 1338 8225 SH SOLE 0 0 8225 AMAZON COM INC COM 023135106 1058 9372 SH SOLE 0 0 9372 PROCTER AND GAMBLE CO COM 742718109 899 7223 SH SOLE 0 0 7223 MCDONALDS CORP COM 580135101 796 3358 SH SOLE 0 0 3358 ISHARES INC MSCI GBL MIN VOL 464286525 792 8997 SH SOLE 0 0 8997 ALPHABET INC CAP STK CL A 02079K305 780 8000 SH SOLE 0 0 8000 ANALOG DEVICES INC COM 032654105 740 5339 SH SOLE 0 0 5339 ABBVIE INC COM 00287Y109 681 4868 SH SOLE 0 0 4868 VERIZON COMMUNICATIONS INC COM 92343V104 618 17325 SH SOLE 0 0 17325 ISHARES TR CORE S&P SCP ETF 464287804 584 6556 SH SOLE 0 0 6556 HOME DEPOT INC COM 437076102 579 2066 SH SOLE 0 0 2066 LOWES COS INC COM 548661107 506 2611 SH SOLE 0 0 2611 CHEVRON CORP NEW COM 166764100 502 3187 SH SOLE 0 0 3187 ISHARES TR MSCI ACWI EX US 464288240 495 12471 SH SOLE 0 0 12471 AUTOMATIC DATA PROCESSING IN COM 053015103 492 2194 SH SOLE 0 0 2194 INTEL CORP COM 458140100 492 19418 SH SOLE 0 0 19418 RAYTHEON TECHNOLOGIES CORP COM 75513E101 489 5888 SH SOLE 0 0 5888 UNION PAC CORP COM 907818108 482 2509 SH SOLE 0 0 2509 ABBOTT LABS COM 002824100 479 4784 SH SOLE 0 0 4784 PEPSICO INC COM 713448108 460 2717 SH SOLE 0 0 2717 MORGAN STANLEY COM NEW 617446448 428 5590 SH SOLE 0 0 5590 JPMORGAN CHASE & CO COM 46625H100 422 4076 SH SOLE 0 0 4076 STRYKER CORPORATION COM 863667101 410 1964 SH SOLE 0 0 1964 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 410 1252 SH SOLE 0 0 1252 BRISTOL-MYERS SQUIBB CO COM 110122108 385 5558 SH SOLE 0 0 5558 AMGEN INC COM 031162100 372 1509 SH SOLE 0 0 1509 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 345 1306 SH SOLE 0 0 1306 COLGATE PALMOLIVE CO COM 194162103 344 4973 SH SOLE 0 0 4973 SPDR S&P 500 ETF TR TR UNIT 78462F103 338 949 SH SOLE 0 0 949 BK OF AMERICA CORP COM 060505104 336 11263 SH SOLE 0 0 11263 AT&T INC COM 00206R102 330 22529 SH SOLE 0 0 22529 ISHARES TR RUS 1000 VAL ETF 464287598 314 2298 SH SOLE 0 0 2298 AMERICAN EXPRESS CO COM 025816109 306 2240 SH SOLE 0 0 2240 CSX CORP COM 126408103 301 11289 SH SOLE 0 0 11289 BECTON DICKINSON & CO COM 075887109 300 1359 SH SOLE 0 0 1359 MERCK & CO INC COM 58933Y105 275 3046 SH SOLE 0 0 3046 ISHARES TR ISHARES BIOTECH 464287556 269 2262 SH SOLE 0 0 2262 3M CO COM 88579Y101 259 2381 SH SOLE 0 0 2381 PFIZER INC COM 717081103 254 6045 SH SOLE 0 0 6045 VANGUARD INDEX FDS TOTAL STK MKT 922908769 250 1394 SH SOLE 0 0 1394 ISHARES TR MSCI EAFE ETF 464287465 247 4425 SH SOLE 0 0 4425 CISCO SYS INC COM 17275R102 244 6209 SH SOLE 0 0 6209 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 222 1347 SH SOLE 0 0 1347 NEXTERA ENERGY INC COM 65339F101 222 3052 SH SOLE 0 0 3052 COCA COLA CO COM 191216100 219 3978 SH SOLE 0 0 3978 WALMART INC COM 931142103 215 1641 SH SOLE 0 0 1641 PARKER-HANNIFIN CORP COM 701094104 214 847 SH SOLE 0 0 847 ISHARES TR EXPANDED TECH 464287515 211 860 SH SOLE 0 0 860 LAM RESEARCH CORP COM 512807108 211 650 SH SOLE 0 0 650 EASTGROUP PPTYS INC COM 277276101 209 1473 SH SOLE 0 0 1473 HONEYWELL INTL INC COM 438516106 208 1204 SH SOLE 0 0 1204 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 205 700 SH SOLE 0 0 700 TESLA INC COM 88160R101 204 939 SH SOLE 0 0 939 INNOVATIVE SOLUTIONS & SUPPO COM 45769N105 87 10200 SH SOLE 0 0 10200 APPHARVEST INC COM 03783T103 26 15000 SH SOLE 0 0 15000 VERASTEM INC COM 92337C104 12 29900 SH SOLE 0 0 29900