0001861158-23-000001.txt : 20230131 0001861158-23-000001.hdr.sgml : 20230131 20230131134408 ACCESSION NUMBER: 0001861158-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230131 DATE AS OF CHANGE: 20230131 EFFECTIVENESS DATE: 20230131 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: 23571616 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 X0202 13F-HR LIVE false false false 0001861158 XXXXXXXX 12-31-2022 12-31-2022 Ashford Advisors, LLC

30 B GROVE STREET PITTSFORD NY 14534

13F HOLDINGS REPORT 028-21184 000114238 N Jeremiah Anthony Thisse 585-697-0362 Jeremiah Anthony Thisse Pittsford NY 10-07-2022 0 15 291830 false INFORMATION TABLE 2 AshfordAdvisors.Q4.2022.xml ISHARES TR CORE S&P500 ETF 464287200 148923 387608 SH SOLE 0 0 387608 ISHARES TR CORE S&P MCP ETF 464287507 302 1250 SH SOLE 0 0 1250 ISHARES TR RUSSELL 3000 ETF 464287689 502 2273 SH SOLE 0 0 2273 ISHARES TR MSCI ACWI ETF 464288257 1598 18825 SH SOLE 0 0 18825 ISHARES TR MSCI EAFE ETF 464287465 3020 46013 SH SOLE 0 0 46013 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 34481 645225 SH SOLE 0 0 645225 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 12128 270644 SH SOLE 0 0 270644 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 29965 663667 SH SOLE 0 0 663667 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1325 4000 SH SOLE 0 0 4000 SPDR SER TR S&P DIVID ETF 78464A763 684 5465 SH SOLE 0 0 5465 VANGUARD WORLD FD ESG US STK ETF 921910733 1761 26737 SH SOLE 0 0 26737 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 253 720 SH SOLE 0 0 720 VANGUARD INDEX FDS TOTAL STK MKT 922908769 34969 182903 SH SOLE 0 0 182903 VANGUARD INDEX FDS VALUE ETF 922908744 20174 143718 SH SOLE 0 0 143718 VANGUARD INDEX FDS HEALTH CAR ETF 92204A504 1745 7033 SH SOLE 0 0 7033