0001172661-23-000290.txt : 20230126 0001172661-23-000290.hdr.sgml : 20230126 20230126101238 ACCESSION NUMBER: 0001172661-23-000290 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230126 DATE AS OF CHANGE: 20230126 EFFECTIVENESS DATE: 20230126 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: 23555307 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 X0202 13F-HR LIVE false false false 0001640420 XXXXXXXX 12-31-2022 12-31-2022 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 01-26-2023 0 69 199255288 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 1820579 14012 SH SOLE 0 0 14012 BANK AMERICA CORP COM 060505104 305963 9238 SH SOLE 9238 0 0 EXXON MOBIL CORP COM 30231G102 354520 3214 SH SOLE 2469 0 745 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 6710511 152789 SH SOLE 30520 0 122269 GLOBAL X FDS CONSCIOUS COS 37954Y731 809379 29230 SH SOLE 0 0 29230 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 206263 4002 SH SOLE 0 0 4002 ISHARES INC ESG AWR MSCI EM 46434G863 452854 15060 SH SOLE 0 0 15060 ISHARES INC CORE MSCI EMKT 46434G103 1499163 32102 SH SOLE 11626 0 20476 ISHARES TR MBS ETF 464288588 3252105 35063 SH SOLE 8085 0 26978 ISHARES TR ESG SCRND S&P500 46436E569 987772 34749 SH SOLE 0 0 34749 ISHARES TR MSCI EMG MKT ETF 464287234 4810934 126938 SH SOLE 24149 0 102789 ISHARES TR MSCI USA VALUE 46432F388 3109676 34120 SH SOLE 7062 0 27058 ISHARES TR MSCI EAFE ETF 464287465 11039987 168190 SH SOLE 33183 0 135007 ISHARES TR FLTG RATE NT ETF 46429B655 3421350 67978 SH SOLE 16603 0 51375 ISHARES TR 1 3 YR TREAS BD 464287457 7067946 87076 SH SOLE 16567 0 70509 ISHARES TR FALN ANGLS USD 46435G474 1734689 70487 SH SOLE 17827 0 52660 ISHARES TR MSCI USA QLT FCT 46432F339 462222 4056 SH SOLE 0 0 4056 ISHARES TR RUS 1000 ETF 464287622 24778500 117701 SH SOLE 28834 0 88867 ISHARES TR JPMORGAN USD EMG 464288281 787540 9310 SH SOLE 2281 0 7029 ISHARES TR CORE S&P500 ETF 464287200 19448530 50620 SH SOLE 11191 0 39429 ISHARES TR S&P 500 VAL ETF 464287408 226889 1564 SH SOLE 516 0 1048 ISHARES TR GL CLEAN ENE ETF 464288224 340467 17152 SH SOLE 0 0 17152 ISHARES TR USD INV GRDE ETF 464288620 3683156 74998 SH SOLE 17147 0 57851 ISHARES TR RUS 1000 GRW ETF 464287614 6353883 29658 SH SOLE 4488 0 25170 ISHARES TR ESG AWR MSCI USA 46435G425 462142 5453 SH SOLE 0 0 5453 ISHARES TR CORE S&P TTL STK 464287150 262202 3092 SH SOLE 0 0 3092 ISHARES TR S&P 500 GRWT ETF 464287309 296595 5070 SH SOLE 94 0 4976 JOHNSON & JOHNSON COM 478160104 611739 3463 SH SOLE 125 0 3338 MICROSOFT CORP COM 594918104 1677301 6994 SH SOLE 1697 0 5297 NEW ENGLAND RLTY ASSOC LTD P DEPOSITRY RCPT 644206104 221662 3122 SH SOLE 3122 0 0 NORTHROP GRUMMAN CORP COM 666807102 348099 638 SH SOLE 0 0 638 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 402829 11444 SH SOLE 0 0 11444 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 646275 18908 SH SOLE 0 0 18908 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 525752 20378 SH SOLE 0 0 20378 PFIZER INC COM 717081103 208752 4074 SH SOLE 0 0 4074 PROCTER AND GAMBLE CO COM 742718109 227228 1499 SH SOLE 0 0 1499 PROSHARES TR S&P 500 DV ARIST 74348A467 277098 3079 SH SOLE 905 0 2174 RAYTHEON TECHNOLOGIES CORP COM 75513E101 545876 5409 SH SOLE 1166 0 4243 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 899040 22749 SH SOLE 0 0 22749 SACHEM CAP CORP COM 78590A109 394598 119575 SH SOLE 119575 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 441241 3248 SH SOLE 0 0 3248 SPDR S&P 500 ETF TR TR UNIT 78462F103 7809472 20421 SH SOLE 5044 0 15377 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 321023 725 SH SOLE 0 0 725 SPDR SER TR S&P 600 SML CAP 78464A813 294476 3582 SH SOLE 0 0 3582 SPDR SER TR SPDR MSCI USA GE 78468R747 336758 4274 SH SOLE 0 0 4274 SPDR SER TR PORTFLI INTRMDIT 78464A672 13132203 465021 SH SOLE 93290 0 371731 SPDR SER TR PORTFOLIO SHORT 78464A474 204250 6952 SH SOLE 0 0 6952 SPDR SER TR PORTFOLIO AGRGTE 78464A649 798076 31758 SH SOLE 7444 0 24314 SPDR SER TR PORTFOLI S&P1500 78464A805 548327 11595 SH SOLE 2513 0 9082 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 221481 2421 SH SOLE 0 0 2421 SPDR SER TR S&P 500 ESG ETF 78468R531 994769 27135 SH SOLE 0 0 27135 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 865500 21161 SH SOLE 5348 0 15813 THERMO FISHER SCIENTIFIC INC COM 883556102 4947950 8985 SH SOLE 1542 0 7443 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 2883254 106708 SH SOLE 17593 0 89115 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 8806156 135667 SH SOLE 29226 0 106441 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 565237 7868 SH SOLE 0 0 7868 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2330612 49138 SH SOLE 11290 0 37848 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 646219 4778 SH SOLE 66 0 4712 VANGUARD INDEX FDS MID CAP ETF 922908629 8380034 41117 SH SOLE 8870 0 32247 VANGUARD INDEX FDS SMALL CP ETF 922908751 9806636 53431 SH SOLE 12331 0 41100 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1986276 42524 SH SOLE 6748 0 35776 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 2613726 14999 SH SOLE 3368 0 11631 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 2699673 48978 SH SOLE 15110 0 33868 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4991155 64394 SH SOLE 11732 0 52662 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6812844 90608 SH SOLE 16504 0 74104 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2602056 61998 SH SOLE 23309 0 38689 VANGUARD WORLD FD ESG US STK ETF 921910733 981116 14897 SH SOLE 0 0 14897 VANGUARD WORLD FDS INF TECH ETF 92204A702 239557 750 SH SOLE 375 0 375 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 323145 4619 SH SOLE 0 0 4619