0001172661-22-001853.txt : 20220815 0001172661-22-001853.hdr.sgml : 20220815 20220815092619 ACCESSION NUMBER: 0001172661-22-001853 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: US FINANCIAL ADVISORS, LLC CENTRAL INDEX KEY: 0001640420 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16864 FILM NUMBER: 221162823 BUSINESS ADDRESS: STREET 1: 30 BRAINTREE HILL OFFICE PARK, SUITE 201 CITY: BRAINTREE STATE: MA ZIP: 02184 BUSINESS PHONE: 761-849-9200 MAIL ADDRESS: STREET 1: 30 BRAINTREE HILL OFFICE PARK, SUITE 201 CITY: BRAINTREE STATE: MA ZIP: 02184 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001640420 XXXXXXXX 06-30-2022 06-30-2022 false US FINANCIAL ADVISORS, LLC

30 Braintree Hill Office Park, Suite 201 Braintree MA 02184

13F HOLDINGS REPORT 028-16864 N James J. Spinelli 610-296-7930 /s/ James J. Spinelli Braintree MA 08-15-2022 0 63 178053 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 1561 11417 SH SOLE 0 0 11417 BK OF AMERICA CORP COM 060505104 411 13198 SH SOLE 13198 0 0 BLACKSTONE INC COM 09260D107 237 2594 SH SOLE 2594 0 0 BOEING CO COM 097023105 288 2109 SH SOLE 1603 0 506 BUNGE LIMITED COM G16962105 236 2600 SH SOLE 2600 0 0 CHEVRON CORP NEW COM 166764100 338 2337 SH SOLE 2307 0 30 COMMERCIAL METALS CO COM 201723103 240 7250 SH SOLE 7250 0 0 CONSTELLATION BRANDS INC CL A 21036P108 233 1000 SH SOLE 1000 0 0 DEVON ENERGY CORP NEW COM 25179M103 331 6000 SH SOLE 6000 0 0 EQT CORP COM 26884L109 206 6000 SH SOLE 6000 0 0 EXXON MOBIL CORP COM 30231G102 661 7718 SH SOLE 6469 0 1249 FIDELITY COVINGTON TRUST STOCK FOR INFL 316092386 204 7000 SH SOLE 7000 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 5361 131021 SH SOLE 30496 0 100525 ISHARES INC CORE MSCI EMKT 46434G103 374 7623 SH SOLE 4912 0 2711 ISHARES INC MSCI BRAZIL ETF 464286400 219 8000 SH SOLE 8000 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 7074 85446 SH SOLE 21160 0 64286 ISHARES TR MSCI USA QLT FCT 46432F339 479 4287 SH SOLE 0 0 4287 ISHARES TR FLTG RATE NT ETF 46429B655 4811 96374 SH SOLE 31655 0 64719 ISHARES TR MSCI EMG MKT ETF 464287234 5508 137368 SH SOLE 33667 0 103701 ISHARES TR CORE US AGGBD ET 464287226 244 2396 SH SOLE 0 0 2396 ISHARES TR RUS 1000 ETF 464287622 25196 121274 SH SOLE 33676 0 87598 ISHARES TR S&P 500 VAL ETF 464287408 215 1564 SH SOLE 516 0 1048 ISHARES TR JPMORGAN USD EMG 464288281 698 8182 SH SOLE 2518 0 5664 ISHARES TR RUS 1000 GRW ETF 464287614 6292 28768 SH SOLE 6159 0 22609 ISHARES TR MBS ETF 464288588 3393 34804 SH SOLE 11588 0 23216 ISHARES TR MSCI EAFE ETF 464287465 11325 181227 SH SOLE 42482 0 138745 ISHARES TR MSCI USA VALUE 46432F388 2671 29509 SH SOLE 6969 0 22540 ISHARES TR 3 7 YR TREAS BD 464288661 7100 59490 SH SOLE 14192 0 45298 ISHARES TR CORE S&P500 ETF 464287200 19830 52302 SH SOLE 13754 0 38548 ISHARES TR S&P 500 GRWT ETF 464287309 568 9416 SH SOLE 764 0 8652 JOHNSON & JOHNSON COM 478160104 615 3463 SH SOLE 125 0 3338 KOSMOS ENERGY LTD COM 500688106 149 24000 SH SOLE 24000 0 0 MICROSOFT CORP COM 594918104 1509 5876 SH SOLE 1697 0 4179 NEW ENGLAND RLTY ASSOC LTD P DEPOSITRY RCPT 644206104 240 3122 SH SOLE 3122 0 0 NORTHROP GRUMMAN CORP COM 666807102 305 638 SH SOLE 0 0 638 NVIDIA CORPORATION COM 67066G104 233 1538 SH SOLE 1150 0 388 PIONEER NAT RES CO COM 723787107 267 1195 SH SOLE 1195 0 0 PROCTER AND GAMBLE CO COM 742718109 215 1494 SH SOLE 0 0 1494 PROSHARES TR S&P 500 DV ARIST 74348A467 276 3232 SH SOLE 905 0 2327 RAYTHEON TECHNOLOGIES CORP COM 75513E101 520 5409 SH SOLE 1166 0 4243 SHELL PLC SPON ADS 780259305 210 4019 SH SOLE 4000 0 19 SPDR S&P 500 ETF TR TR UNIT 78462F103 7160 18980 SH SOLE 5834 0 13145 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 300 725 SH SOLE 0 0 725 SPDR SER TR PORTFOLIO SHORT 78464A474 245 8238 SH SOLE 0 0 8238 SPDR SER TR PORTFOLIO S&P600 78468R853 324 8997 SH SOLE 4109 0 4888 SPDR SER TR S&P 600 SML CAP 78464A813 287 3582 SH SOLE 0 0 3582 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 220 2401 SH SOLE 0 0 2401 SPDR SER TR PORTFOLI S&P1500 78464A805 425 9150 SH SOLE 2429 0 6721 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 780 18743 SH SOLE 5614 0 13129 THERMO FISHER SCIENTIFIC INC COM 883556102 4911 9039 SH SOLE 1542 0 7497 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 4204 155600 SH SOLE 39376 0 116224 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 7823 122753 SH SOLE 28819 0 93934 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 592 7868 SH SOLE 0 0 7868 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2610 52679 SH SOLE 18464 0 34215 VANGUARD INDEX FDS SMALL CP ETF 922908751 8939 50758 SH SOLE 12848 0 37910 VANGUARD INDEX FDS MID CAP ETF 922908629 7354 37334 SH SOLE 9510 0 27824 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2094 41786 SH SOLE 7568 0 34218 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 2364 42001 SH SOLE 15224 0 26777 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 7773 101925 SH SOLE 26183 0 75742 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 7588 94824 SH SOLE 24213 0 70611 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 737 18058 SH SOLE 15010 0 3048 VANGUARD WORLD FDS INF TECH ETF 92204A702 271 830 SH SOLE 415 0 415 WILLIAMS COS INC COM 969457100 209 6700 SH SOLE 6700 0 0