0001861158-21-000003.txt : 20210716 0001861158-21-000003.hdr.sgml : 20210716 20210716115302 ACCESSION NUMBER: 0001861158-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210716 DATE AS OF CHANGE: 20210716 EFFECTIVENESS DATE: 20210716 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ashford Advisors, LLC CENTRAL INDEX KEY: 0001861158 IRS NUMBER: 161595507 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21184 FILM NUMBER: 211094695 BUSINESS ADDRESS: STREET 1: 30 B GROVE STREET CITY: PITTSFORD STATE: NY ZIP: 14534 BUSINESS PHONE: 585-697-0362 MAIL ADDRESS: STREET 1: 30 B GROVE STREET CITY: PITTSFORD STATE: NY ZIP: 14534 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001861158 XXXXXXXX 06-30-2021 06-30-2021 Ashford Advisors, LLC
30 B GROVE STREET PITTSFORD NY 14534
13F HOLDINGS REPORT 028-21184 N
Jeremiah Anthony Thisse MEMBER/CHIEF EXECUTIVE OFFICER 585-697-0362 Jeremiah Anthony Thisse Pittsford NY 07-16-2021 0 11 263226 false
INFORMATION TABLE 2 AshfordAdvisors.Q22021.xml ISHARES TR CORE S&P500 ETF 464287200 182257 423933 SH SOLE 0 0 423933 ISHARES TR CORE S&P MCP ETF 464287507 500 1860 SH SOLE 0 0 1860 ISHARES TR RUSSELL 3000 ETF 464287689 2144 8377 SH SOLE 0 0 8377 ISHARES TR MSCI ACWI ETF 464288257 2950 29158 SH SOLE 0 0 29158 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 22006 402174 SH SOLE 0 0 402174 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 14110 135322 SH SOLE 0 0 135322 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1380 4000 SH SOLE 0 0 4000 SPDR SER TR S&P DIVID ETF 78464A763 668 5465 SH SOLE 0 0 5465 VANGUARD WORLD FD ESG US STK ETF 921910733 3606 45094 SH SOLE 0 0 45094 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 283 720 SH SOLE 0 0 720 VANGUARD INDEX FDS TOTAL STK MKT 922908769 33322 149547 SH SOLE 0 0 149547