Highland Financial Advisors, LLC Top Holdings and 13F Report (2024) → Get out of dollars—get into America’s new money instead (From Stansberry Research) (Ad) About Highland Financial Advisors, LLCInvestment ActivityHighland Financial Advisors, LLC has $249.88 thousand in total holdings as of March 31, 2024.Highland Financial Advisors, LLC owns shares of 54 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.12% of the portfolio was purchased this quarter.About 3.34% of the portfolio was sold this quarter.This quarter, Highland Financial Advisors, LLC has purchased 54 new stocks and bought additional shares in 18 stocks.Highland Financial Advisors, LLC sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard High Dividend Yield ETF $29,784SPDR Portfolio S&P 500 ETF $23,262Vanguard Russell 1000 Growth ETF $22,442Avantis U.S. Equity ETF $20,423Dimensional US Core Equity Market ETF $19,390 Largest New Holdings this Quarter FIDELITY WISE ORIGIN BITCOIN $1,015 HoldingAutomatic Data Processing $323 HoldingiShares ESG Aware U.S. Aggregate Bond ETF $244 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 57,272 shares (about $5.77K)Avantis Core Fixed Income ETF 47,352 shares (about $1.95K)FIDELITY WISE ORIGIN BITCOIN 16,355 shares (about $1.02K)Avantis International Equity ETF 8,425 shares (about $537.02)iShares iBoxx $ Investment Grade Corporate Bond ETF 4,844 shares (about $527.59) Largest Sales this Quarter Vanguard Real Estate ETF 53,806 shares (about $4.66K)Vanguard High Dividend Yield ETF 6,034 shares (about $730.05)iShares Gold Trust 15,898 shares (about $667.89)BlackRock Short Maturity Municipal Bond ETF 6,313 shares (about $316.38)Dimensional US Core Equity Market ETF 6,935 shares (about $253.40) Sector Allocation Over TimeMap of 500 Largest Holdings ofHighland Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVYMVanguard High Dividend Yield ETF$29,784$730 ▼-2.4%246,17211.9%ETFSPLGSPDR Portfolio S&P 500 ETF$23,262$482 ▲2.1%378,0659.3%ETFVONGVanguard Russell 1000 Growth ETF$22,442$170 ▲0.8%258,9409.0%ETFAVUSAvantis U.S. Equity ETF$20,423$451 ▲2.3%228,1938.2%ETFDFAUDimensional US Core Equity Market ETF$19,390$253 ▼-1.3%530,6577.8%ETFAVDEAvantis International Equity ETF$16,442$537 ▲3.4%257,9476.6%ETFAVIGAvantis Core Fixed Income ETF$15,835$1,953 ▲14.1%383,8736.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$12,398$5,768 ▲87.0%123,1085.0%ETFGINNGoldman Sachs Innovate Equity ETF$10,881$262 ▲2.5%193,8544.4%ETFIWFiShares Russell 1000 Growth ETF$9,6960.0%28,7683.9%ETFAVUVAvantis U.S. Small Cap Value ETF$9,355$48 ▼-0.5%99,8263.7%ETFIAUiShares Gold Trust$8,139$668 ▼-7.6%193,7353.3%FinanceVTIVanguard Total Stock Market ETF$6,737$123 ▼-1.8%25,9222.7%ETFAVEMAvantis Emerging Markets Equity ETF$5,133$56 ▼-1.1%88,5652.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$5,119$528 ▲11.5%46,9992.0%FinanceAVSUAvantis Responsible U.S. Equity ETF$3,790$14 ▼-0.4%61,6971.5%ETFXCEMColumbia EM Core ex-China ETF$3,708$403 ▲12.2%119,2161.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,9480.0%31,7901.2%ETFIEFAiShares Core MSCI EAFE ETF$2,018$41 ▲2.1%27,1930.8%ETFSMINiShares MSCI India Small-Cap ETF$1,832$228 ▲14.2%26,0680.7%ETFVTEBVanguard Tax-Exempt Bond ETF$1,739$7 ▼-0.4%34,3690.7%ETFMEARBlackRock Short Maturity Municipal Bond ETF$1,726$316 ▼-15.5%34,4400.7%ETFAVSDAvantis Responsible International Equity ETF$1,552$56 ▼-3.5%27,2570.6%ETFJPMJPMorgan Chase & Co.$1,4030.0%7,0060.6%FinanceITMVanEck Intermediate Muni ETF$1,370$155 ▲12.7%29,4460.5%ETFAAPLApple$1,018$48 ▲4.9%5,9370.4%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$1,015$1,015 ▲New Holding16,3550.4%SHSAMZNAmazon.com$848$54 ▲6.8%4,7020.3%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$813$82 ▲11.2%8,2960.3%FinanceAVSEAvantis Responsible Emerging Markets Equity ETF$753$29 ▼-3.7%15,3480.3%ETFARKKARK Innovation ETF$692$196 ▼-22.1%13,8130.3%ETFDFAEDimensional Emerging Core Equity Market ETF$572$243 ▼-29.8%23,1430.2%ETFVTVVanguard Value ETF$523$7 ▲1.4%3,2140.2%ETFVNQVanguard Real Estate ETF$469$4,657 ▼-90.9%5,4190.2%ETFDFACDimensional U.S. Core Equity 2 ETF$4550.0%14,2540.2%ETFXVViShares ESG Screened S&P 500 ETF$422$57 ▼-11.9%10,4680.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$415$38 ▼-8.3%8,0490.2%ETFSLYVSPDR S&P 600 Small CapValue ETF$396$15 ▲3.9%4,7750.2%ETFMSFTMicrosoft$386$25 ▲7.0%9180.2%Computer and TechnologyMETAMeta Platforms$3590.0%7400.1%Computer and TechnologyADPAutomatic Data Processing$323$323 ▲New Holding1,2940.1%Business ServicesICLNiShares Global Clean Energy ETF$300$55 ▼-15.4%21,4770.1%ETFIDRViShares Self-Driving EV and Tech ETF$271$85 ▼-23.8%8,6380.1%ETFVVisa$2570.0%9210.1%Business ServicesIBDUiShares iBonds Dec 2029 Term Corporate ETF$2540.0%11,1100.1%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$2530.0%10,1620.1%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$2520.0%10,5750.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$2520.0%10,6060.1%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$2520.0%11,6980.1%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$2510.0%11,3060.1%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$2510.0%11,4300.1%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$2500.0%11,0270.1%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$244$244 ▲New Holding5,1800.1%ETFELQDiShares ESG Advanced Investment Grade Corporate Bond ETF$208$25 ▼-10.8%2,5340.1%ETFSCHHSchwab U.S. REIT ETF$0$264 ▼-100.0%00.0%ETFBNDXVanguard Total International Bond ETF$0$210 ▼-100.0%00.0%ETFBANCBanc of California$0$207 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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