0001861158-23-000003.txt : 20230502 0001861158-23-000003.hdr.sgml : 20230502 20230502113643 ACCESSION NUMBER: 0001861158-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230502 DATE AS OF CHANGE: 20230502 EFFECTIVENESS DATE: 20230502 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: 23877360 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 03-31-2023 03-31-2023 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 05-02-2023 0 15 307554 false INFORMATION TABLE 2 AshfordAdvisors.Q1.2023.xml ISHARES TR CORE S&P500 ETF 464287200 158975 386723 SH SOLE 0 0 386723 ISHARES TR CORE S&P MCP ETF 464287507 313 1250 SH SOLE 0 0 1250 ISHARES TR RUSSELL 3000 ETF 464287689 535 2273 SH SOLE 0 0 2273 ISHARES TR MSCI ACWI ETF 464288257 1806 19807 SH SOLE 0 0 19807 ISHARES TR MSCI EAFE ETF 464287465 3290 46013 SH SOLE 0 0 46013 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 35864 653025 SH SOLE 0 0 653025 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 12950 270644 SH SOLE 0 0 270644 SCHWAB STRATEGIC TR US LARGE CAP ETF 808524201 31274 646555 SH SOLE 0 0 646555 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1330 4000 SH SOLE 0 0 4000 SPDR SER TR S&P DIVID ETF 78464A763 676 5465 SH SOLE 0 0 5465 VANGUARD WORLD FD ESG US STK ETF 921910733 1917 26737 SH SOLE 0 0 26737 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 271 720 SH SOLE 0 0 720 VANGUARD INDEX FDS TOTAL STK MKT 922908769 37081 181680 SH SOLE 0 0 181680 VANGUARD INDEX FDS VALUE ETF 922908744 19848 143718 SH SOLE 0 0 143718 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1424 5973 SH SOLE 0 0 5973