0001172661-24-003256.txt : 20240812 0001172661-24-003256.hdr.sgml : 20240812 20240812164738 ACCESSION NUMBER: 0001172661-24-003256 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240812 DATE AS OF CHANGE: 20240812 EFFECTIVENESS DATE: 20240812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BRIGHT FINANCIAL ADVISORS, INC. CENTRAL INDEX KEY: 0002022456 ORGANIZATION NAME: IRS NUMBER: 383391331 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24114 FILM NUMBER: 241197549 BUSINESS ADDRESS: STREET 1: 450 W. CENTRE AVENUE STREET 2: SUITE C CITY: PORTAGE STATE: MI ZIP: 49024 BUSINESS PHONE: 269-373-2700 MAIL ADDRESS: STREET 1: 450 W. CENTRE AVENUE STREET 2: SUITE C CITY: PORTAGE STATE: MI ZIP: 49024 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002022456 XXXXXXXX 06-30-2024 06-30-2024 false BRIGHT FINANCIAL ADVISORS, INC.

450 W. Centre Avenue Suite C Portage MI 49024

13F HOLDINGS REPORT 028-24114 000107931 801-57192 N Andrew M. Price 269-373-2700 /s/ Andrew M. Price Portage MI 08-12-2024 0 49 141690367 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 1213610 6280 SH SOLE 0 0 6280 APPLE INC COM 037833100 3497087 16604 SH SOLE 0 0 16604 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 493856 1214 SH SOLE 0 0 1214 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2448964 4 SH SOLE 0 0 4 CATERPILLAR INC COM 149123101 230392 692 SH SOLE 0 0 692 DIMENSIONAL ETF TRUST ULTRASHORT FIXED 25434V591 2045193 40363 SH SOLE 0 0 40363 EATON CORP PLC SHS G29183103 3744761 11943 SH SOLE 0 0 11943 EXXON MOBIL CORP COM 30231G102 547029 4752 SH SOLE 0 0 4752 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 1582012 47394 SH SOLE 0 0 47394 GOLDMINING INC COM 38149E101 11587 12961 SH SOLE 0 0 12961 INTERNATIONAL BUSINESS MACHS COM 459200101 267554 1547 SH SOLE 0 0 1547 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1149193 5830 SH SOLE 0 0 5830 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 12873718 78364 SH SOLE 0 0 78364 INVESCO QQQ TR UNIT SER 1 46090E103 3114025 6499 SH SOLE 0 0 6499 ISHARES GOLD TR ISHARES NEW 464285204 835856 19027 SH SOLE 0 0 19027 ISHARES TR GLOBAL ENERG ETF 464287341 207550 5000 SH SOLE 0 0 5000 ISHARES TR MSCI EAFE ETF 464287465 695257 8876 SH SOLE 0 0 8876 ISHARES TR CORE S&P MCP ETF 464287507 5343947 91318 SH SOLE 0 0 91318 ISHARES TR CORE S&P SCP ETF 464287804 8717740 81734 SH SOLE 0 0 81734 ISHARES TR CORE S&P500 ETF 464287200 10958099 20024 SH SOLE 0 0 20024 ISHARES TR ISHARES SEMICDTR 464287523 756420 3067 SH SOLE 0 0 3067 ISHARES TR ESG AWR MSCI USA 46435G425 254271 2131 SH SOLE 0 0 2131 ISHARES TR CORE US AGGBD ET 464287226 31446074 323953 SH SOLE 0 0 323953 ISHARES TR NATIONAL MUN ETF 464288414 333395 3129 SH SOLE 0 0 3129 ISHARES TR MSCI USA MMENTM 46432F396 2759182 14159 SH SOLE 0 0 14159 ISHARES TR ESG AW MSCI EAFE 46435G516 213415 2709 SH SOLE 0 0 2709 ISHARES TR 1 3 YR TREAS BD 464287457 993436 12167 SH SOLE 0 0 12167 MICROSOFT CORP COM 594918104 378567 847 SH SOLE 0 0 847 NVIDIA CORPORATION COM 67066G104 2761119 22350 SH SOLE 0 0 22350 PIMCO ETF TR INTER MUN BD ACT 72201R866 203369 3906 SH SOLE 0 0 3906 PROCTER AND GAMBLE CO COM 742718109 332362 2015 SH SOLE 0 0 2015 PROSHARES TR S&P 500 DV ARIST 74348A467 1793690 18659 SH SOLE 0 0 18659 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 343537 5347 SH SOLE 0 0 5347 SHOPIFY INC CL A 82509L107 259973 3936 SH SOLE 0 0 3936 SPDR GOLD TR GOLD SHS 78463V107 13130867 61071 SH SOLE 0 0 61071 SPDR S&P 500 ETF TR TR UNIT 78462F103 1854702 3408 SH SOLE 0 0 3408 SPDR SER TR AEROSPACE DEF 78464A631 296058 2115 SH SOLE 0 0 2115 SSGA ACTIVE ETF TR GLOBL ALLO ETF 78467V400 7098434 164202 SH SOLE 0 0 164202 STRYKER CORPORATION COM 863667101 5811134 17079 SH SOLE 0 0 17079 TARGET CORP COM 87612E106 203999 1378 SH SOLE 0 0 1378 TESLA INC COM 88160R101 241018 1218 SH SOLE 0 0 1218 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3298635 12331 SH SOLE 0 0 12331 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 343089 686 SH SOLE 0 0 686 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 533889 10654 SH SOLE 0 0 10654 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 629090 2365 SH SOLE 0 0 2365 VANGUARD WORLD FD COMM SRVC ETF 92204A884 306251 2216 SH SOLE 0 0 2216 VANGUARD WORLD FD INF TECH ETF 92204A702 2032333 3525 SH SOLE 0 0 3525 WALMART INC COM 931142103 356696 5268 SH SOLE 0 0 5268 WORLD GOLD TR SPDR GLD MINIS 98149E303 2747932 59621 SH SOLE 0 0 59621