0001861158-22-000003.txt : 20220729 0001861158-22-000003.hdr.sgml : 20220729 20220729134447 ACCESSION NUMBER: 0001861158-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220729 DATE AS OF CHANGE: 20220729 EFFECTIVENESS DATE: 20220729 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: 221119630 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 06-30-2022 06-30-2022 Ashford Advisors, LLC

30 B GROVE STREET PITTSFORD NY 14534

13F HOLDINGS REPORT 028-21184 N Jeremiah Anthony Thisse 585-697-0362 Jeremiah Anthony Thisse Pittsford NY 07-29-2022 0 17 285635 false INFORMATION TABLE 2 AshfordAdvisors.Q22022.xml ISHARES TR CORE S&P500 ETF 464287200 149427 394110 SH SOLE 0 0 394110 ISHARES TR CORE S&P MCP ETF 464287507 421 1860 SH SOLE 0 0 1860 ISHARES TR RUSSELL 3000 ETF 464287689 525 2413 SH SOLE 0 0 2413 ISHARES TR MSCI ACWI ETF 464288257 785 9363 SH SOLE 0 0 9363 ISHARES TR MSCI EAFE ETF 464287465 3326 53228 SH SOLE 0 0 53228 ISHARES TR U.S. MED DVC ETF 464288810 391 7745 SH SOLE 0 0 7745 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 34377 675389 SH SOLE 0 0 675389 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 11960 270644 SH SOLE 0 0 270644 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 26068 583706 SH SOLE 0 0 583706 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1231 4000 SH SOLE 0 0 4000 SPDR SER TR S&P DIVID ETF 78464A763 649 5465 SH SOLE 0 0 5465 SPDR SER TR HLTH CR EQUIP 78464A581 358 4220 SH SOLE 0 0 4220 VANGUARD WORLD FD ESG US STK ETF 921910733 2994 45094 SH SOLE 0 0 45094 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 284 5693 SH SOLE 0 0 5693 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 250 720 SH SOLE 0 0 720 VANGUARD INDEX FDS TOTAL STK MKT 922908769 34799 184494 SH SOLE 0 0 184494 VANGUARD INDEX FDS VALUE ETF 922908744 17789 134890 SH SOLE 0 0 134890