0001606587-22-000183.txt : 20220131 0001606587-22-000183.hdr.sgml : 20220131 20220131115933 ACCESSION NUMBER: 0001606587-22-000183 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220131 DATE AS OF CHANGE: 20220131 EFFECTIVENESS DATE: 20220131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wescott Financial Advisory Group, LLC CENTRAL INDEX KEY: 0001864880 IRS NUMBER: 233017883 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21282 FILM NUMBER: 22572122 BUSINESS ADDRESS: STREET 1: 30 SOUTH STREET 17TH STREET CITY: PHILADELPHIA STATE: PA ZIP: 19103 BUSINESS PHONE: 215-979-1619 MAIL ADDRESS: STREET 1: 30 SOUTH STREET 17TH STREET CITY: PHILADELPHIA STATE: PA ZIP: 19103 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001864880 XXXXXXXX 12-31-2021 12-31-2021 false Wescott Financial Advisory Group, LLC

30 South Street 17th Street Philadelphia PA 19103

13F HOLDINGS REPORT 028-21282 N Carrie Delgott 215-979-1619 Carrie Delgott Philadelphia PA 01-27-2022 0 72 194205 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 220 76 SH SOLE NONE 0 0 76 ALPHABET INC CAP STK CL A 02079K305 817 282 SH SOLE NONE 0 0 282 AMAZON COM INC COM 023135106 540 162 SH SOLE NONE 0 0 162 AMPIO PHARMACEUTICALS INC COM 03209T109 12 20486 SH SOLE NONE 0 0 20486 ANNOVIS BIO INC COM 03615A108 731 41607 SH SOLE NONE 0 0 41607 APPLE INC COM 037833100 9155 51557 SH SOLE NONE 0 0 51557 BANK NEW YORK MELLON CORP COM 064058100 202 3482 SH SOLE NONE 0 0 3482 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 296 990 SH SOLE NONE 0 0 990 BK OF AMERICA CORP COM 060505104 666 14959 SH SOLE NONE 0 0 14959 BRISTOL-MYERS SQUIBB CO COM 110122108 419 6723 SH SOLE NONE 0 0 6723 COCA COLA CO COM 191216100 354 5977 SH SOLE NONE 0 0 5977 COSTCO WHSL CORP NEW COM 22160K105 237 418 SH SOLE NONE 0 0 418 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 11593 353241 SH SOLE NONE 0 0 353241 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 270 4497 SH SOLE NONE 0 0 4497 DISNEY WALT CO COM 254687106 449 2896 SH SOLE NONE 0 0 2896 EMPIRE ST RLTY OP L P UNIT LTD PRT 60 292102209 146 16474 SH SOLE NONE 0 0 16474 EMPIRE ST RLTY OP L P UNIT LTD PRTNSP 292102100 146 16408 SH SOLE NONE 0 0 16408 EMPIRE ST RLTY TR INC CL A 292104106 1353 152003 SH SOLE NONE 0 0 152003 GOLDMAN SACHS GROUP INC COM 38141G104 1419 3709 SH SOLE NONE 0 0 3709 HERSHEY CO COM 427866108 705 3643 SH SOLE NONE 0 0 3643 INVESCO QQQ TR UNIT SER 1 46090E103 49804 125184 SH SOLE NONE 0 0 125184 ISHARES GOLD TR ISHARES NEW 464285204 471 13541 SH SOLE NONE 0 0 13541 ISHARES INC MSCI EMERG MKT 46434G889 375 7340 SH SOLE NONE 0 0 7340 ISHARES INC CORE MSCI EMKT 46434G103 689 11509 SH SOLE NONE 0 0 11509 ISHARES TR ESG AWARE MSCI 46435U663 972 24117 SH SOLE NONE 0 0 24117 ISHARES TR S&P 500 VAL ETF 464287408 1886 12038 SH SOLE NONE 0 0 12038 ISHARES TR ESG AW MSCI EAFE 46435G516 417 5252 SH SOLE NONE 0 0 5252 ISHARES TR MSCI INTL MULTFT 46434V274 979 33958 SH SOLE NONE 0 0 33958 ISHARES TR MSCI EAFE MIN VL 46429B689 384 5007 SH SOLE NONE 0 0 5007 ISHARES TR CORE S&P500 ETF 464287200 849 1780 SH SOLE NONE 0 0 1780 ISHARES TR MSCI USA MULTIFT 46434V282 5064 108772 SH SOLE NONE 0 0 108772 ISHARES TR RUS 1000 VAL ETF 464287598 343 2045 SH SOLE NONE 0 0 2045 ISHARES TR CORE MSCI EAFE 46432F842 3289 44059 SH SOLE NONE 0 0 44059 ISHARES TR RUS 1000 GRW ETF 464287614 513 1680 SH SOLE NONE 0 0 1680 ISHARES TR 1 3 YR TREAS BD 464287457 2177 25450 SH SOLE NONE 0 0 25450 ISHARES TR MSCI USA MIN VOL 46429B697 2017 24938 SH SOLE NONE 0 0 24938 ISHARES TR RUSSELL 2000 ETF 464287655 201 903 SH SOLE NONE 0 0 903 ISHARES TR MSCI ACWI ETF 464288257 1145 10826 SH SOLE NONE 0 0 10826 ISHARES TR ESG AWRE 1 5 YR 46435G243 2984 116342 SH SOLE NONE 0 0 116342 ISHARES TR CORE S&P MCP ETF 464287507 1184 4184 SH SOLE NONE 0 0 4184 ISHARES TR CORE US AGGBD ET 464287226 2363 20709 SH SOLE NONE 0 0 20709 ISHARES TR ESG AWR US AGRGT 46435U549 544 9856 SH SOLE NONE 0 0 9856 ISHARES TR MSCI USA SML CP 46434V290 715 12494 SH SOLE NONE 0 0 12494 ISHARES TR CORE 1 5 YR USD 46432F859 1240 24585 SH SOLE NONE 0 0 24585 ISHARES TR S&P 500 GRWT ETF 464287309 2183 26091 SH SOLE NONE 0 0 26091 ISHARES TR ISHARES BIOTECH 464287556 451 2958 SH SOLE NONE 0 0 2958 ISHARES TR EAFE SML CP ETF 464288273 1208 16532 SH SOLE NONE 0 0 16532 ISHARES TR RUS 1000 ETF 464287622 30677 116011 SH SOLE NONE 0 0 116011 ISHARES TR CORE S&P SCP ETF 464287804 1051 9175 SH SOLE NONE 0 0 9175 ISHARES TR MSCI USA ESG SLC 464288802 630 5934 SH SOLE NONE 0 0 5934 ISHARES TR RUS MDCP VAL ETF 464287473 32825 268222 SH SOLE NONE 0 0 268222 JOHNSON & JOHNSON COM 478160104 1966 11493 SH SOLE NONE 0 0 11493 LAS VEGAS SANDS CORP COM 517834107 245 6500 SH SOLE NONE 0 0 6500 MERCK & CO INC COM 58933Y105 1899 24775 SH SOLE NONE 0 0 24775 MERIDIAN CORPORATION COM 58958P104 434 11809 SH SOLE NONE 0 0 11809 META PLATFORMS INC CL A 30303M102 904 2689 SH SOLE NONE 0 0 2689 MICROSOFT CORP COM 594918104 577 1716 SH SOLE NONE 0 0 1716 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 230 7406 SH SOLE NONE 0 0 7406 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 272 3965 SH SOLE NONE 0 0 3965 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 260 6695 SH SOLE NONE 0 0 6695 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 855 20347 SH SOLE NONE 0 0 20347 OLD REP INTL CORP COM 680223104 905 36808 SH SOLE NONE 0 0 36808 PAYONEER GLOBAL INC COM 70451X104 257 34954 SH SOLE NONE 0 0 34954 PENUMBRA INC COM 70975L107 244 850 SH SOLE NONE 0 0 850 PROCTER AND GAMBLE CO COM 742718109 3650 22313 SH SOLE NONE 0 0 22313 REE AUTOMOTIVE LTD CLASS A ORD SHS M8287R103 177 31851 SH SOLE NONE 0 0 31851 SPDR SER TR S&P TRANSN ETF 78464A532 259 2746 SH SOLE NONE 0 0 2746 TRANE TECHNOLOGIES PLC SHS G8994E103 368 1820 SH SOLE NONE 0 0 1820 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 343 4048 SH SOLE NONE 0 0 4048 VANGUARD INDEX FDS TOTAL STK MKT 922908769 435 1801 SH SOLE NONE 0 0 1801 VANGUARD STAR FDS VG TL INTL STK F 921909768 273 4299 SH SOLE NONE 0 0 4299 WESBANCO INC COM 950810101 292 8333 SH SOLE NONE 0 0 8333