Highland Financial Advisors, LLC Top Holdings and 13F Report (2024) About Highland Financial Advisors, LLCInvestment ActivityHighland Financial Advisors, LLC has $281.35 thousand in total holdings as of September 30, 2024.Highland Financial Advisors, LLC owns shares of 52 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 5.42% of the portfolio was purchased this quarter.About 5.97% 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 16 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $30,794Invesco NASDAQ 100 ETF $25,515Avantis U.S. Equity ETF $25,208Dimensional US Core Equity Market ETF $24,796Vanguard Russell 1000 Growth ETF $21,066 Largest New Holdings this Quarter iShares Core S&P 500 ETF $322 HoldingiShares ESG Aware MSCI USA Small-Cap ETF $248 HoldingiShares MSCI Global Sustainable Development Goals ETF $242 HoldingVanguard Information Technology ETF $207 HoldingGRAYSCALE ETHEREUM MINI TR E $52 Holding Largest Purchases this Quarter Invesco NASDAQ 100 ETF 27,633 shares (about $5.55K)Avantis U.S. Small Cap Value ETF 13,298 shares (about $1.28K)Avantis Core Fixed Income ETF 26,597 shares (about $1.13K)Goldman Sachs Innovate Equity ETF 15,954 shares (about $973.70)SPDR Portfolio S&P 500 ETF 13,880 shares (about $937.04) Largest Sales this Quarter Vanguard High Dividend Yield ETF 61,907 shares (about $7.94K)Vanguard Russell 1000 Growth ETF 19,946 shares (about $1.93K)Vanguard Tax-Exempt Bond ETF 30,748 shares (about $1.57K)iShares Gold Trust 30,144 shares (about $1.50K)Vanguard Total Stock Market ETF 2,894 shares (about $819.44) 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 PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$30,794$937 ▲3.1%456,13710.9%ETFQQQMInvesco NASDAQ 100 ETF$25,515$5,550 ▲27.8%127,0369.1%ETFAVUSAvantis U.S. Equity ETF$25,208$632 ▲2.6%264,9269.0%ETFDFAUDimensional US Core Equity Market ETF$24,796$716 ▲3.0%624,7468.8%ETFVONGVanguard Russell 1000 Growth ETF$21,066$1,925 ▼-8.4%218,2537.5%ETFAVDEAvantis International Equity ETF$20,819$798 ▲4.0%310,5967.4%ETFAVIGAvantis Core Fixed Income ETF$20,182$1,131 ▲5.9%474,7637.2%ETFAVUVAvantis U.S. Small Cap Value ETF$15,390$1,276 ▲9.0%160,3965.5%ETFGINNGoldman Sachs Innovate Equity ETF$14,548$974 ▲7.2%238,3685.2%ETFIWFiShares Russell 1000 Growth ETF$10,535$119 ▼-1.1%28,0663.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$9,945$575 ▲6.1%98,7423.5%ETFIAUiShares Gold Trust$7,340$1,498 ▼-17.0%147,6862.6%FinanceVTIVanguard Total Stock Market ETF$7,328$819 ▼-10.1%25,8802.6%ETFAVSUAvantis Responsible U.S. Equity ETF$6,277$893 ▲16.6%96,1312.2%ETFAVEMAvantis Emerging Markets Equity ETF$6,101$70 ▲1.2%94,4422.2%ETFVYMVanguard High Dividend Yield ETF$4,708$7,937 ▼-62.8%36,7231.7%ETFXCEMColumbia EM Core ex-China ETF$4,649$164 ▲3.6%142,3001.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,3090.0%31,7641.2%ETFSMINiShares MSCI India Small-Cap ETF$2,493$40 ▲1.6%28,9890.9%ETFMEARiShares Short Maturity Municipal Bond Active ETF$2,001$9 ▲0.4%39,7660.7%ETFAVSDAvantis Responsible International Equity ETF$1,937$118 ▲6.5%31,9690.7%ETFIEFAiShares Core MSCI EAFE ETF$1,712$32 ▼-1.8%21,9300.6%ETFFIDELITY WISE ORIGIN BITCOIN$1,493$230 ▲18.2%26,8940.5%SHSJPMJPMorgan Chase & Co.$1,473$15 ▼-1.0%6,9870.5%FinanceAAPLApple$1,449$92 ▼-6.0%6,2210.5%Computer and TechnologyAVSEAvantis Responsible Emerging Markets Equity ETF$1,001$31 ▲3.2%18,0860.4%ETFAMZNAmazon.com$837$75 ▼-8.2%4,4910.3%Retail/WholesaleDFAEDimensional Emerging Core Equity Market ETF$686$17 ▼-2.4%25,0140.2%ETFSLYVSPDR S&P 600 Small CapValue ETF$615$0 ▼-0.1%7,0820.2%ETFVTEBVanguard Tax-Exempt Bond ETF$532$1,572 ▼-74.7%10,4080.2%ETFDFACDimensional U.S. Core Equity 2 ETF$4890.0%14,2540.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$4820.0%9,8280.2%ManufacturingVTVVanguard Value ETF$472$66 ▼-12.3%2,7060.2%ETFXVViShares ESG Screened S&P 500 ETF$449$22 ▼-4.7%10,1590.2%ETFMETAMeta Platforms$4240.0%7400.2%Computer and TechnologyMSFTMicrosoft$335$242 ▼-41.9%7790.1%Computer and TechnologyIVViShares Core S&P 500 ETF$322$322 ▲New Holding5590.1%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$307$45 ▲17.0%6,3110.1%ETFBRK.BBerkshire Hathaway$261$39 ▼-12.9%5670.1%FinanceIBDUiShares iBonds Dec 2029 Term Corporate ETF$2610.0%11,1100.1%ETFVVisa$2610.0%9490.1%Business ServicesIBDTiShares iBonds Dec 2028 Term Corporate ETF$2590.0%10,1620.1%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$2590.0%11,6980.1%ManufacturingIBDSiShares iBonds Dec 2027 Term Corporate ETF$2580.0%10,6060.1%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$2570.0%11,4300.1%ManufacturingIBDRiShares iBonds Dec 2026 Term Corporate ETF$2570.0%10,5750.1%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$2560.0%11,3060.1%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$2540.0%11,0270.1%ManufacturingESMLiShares ESG Aware MSCI USA Small-Cap ETF$248$248 ▲New Holding5,9390.1%ETFSDGiShares MSCI Global Sustainable Development Goals ETF$242$242 ▲New Holding2,8510.1%ManufacturingVGTVanguard Information Technology ETF$207$207 ▲New Holding3530.1%ETFGRAYSCALE ETHEREUM MINI TR E$52$52 ▲New Holding21,3070.0%COM UNITLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$720 ▼-100.0%00.0%FinanceARKKARK Innovation ETF$0$340 ▼-100.0%00.0%ETFADPAutomatic Data Processing$0$309 ▼-100.0%00.0%Business ServicesICLNiShares Global Clean Energy ETF$0$264 ▼-100.0%00.0%ETFIDRViShares Self-Driving EV and Tech ETF$0$244 ▼-100.0%00.0%ETFPEGPublic Service Enterprise Group$0$233 ▼-100.0%00.0%UtilitiesIEMGiShares Core MSCI Emerging Markets ETF$0$217 ▼-100.0%00.0%ETFShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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