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Robert Miller

@Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$521.279MTotal holdings83
Assets growth rate-0.68%Assets growth rate (2-Q avg)3.33%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 83 positions.

Assets under management

The assets under management (AUM) of Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 521.279M in assets, with a quarterly growth rate of -0.68% and a 2-quarter average growth rate of 3.33%. The portfolio is managed by Robert Miller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USMV
Ishares Tr
Recent Activity
Decreased -0.17%
18.87%
$98.314M
1.107M shares@ $88.79 avg price
SCHG
Schwab Strategic Tr
Recent Activity
Increased 284.86%
17.05%
$88.846M
3.188M shares@ $27.87 avg price
SCHV
Schwab Strategic Tr
Recent Activity
Increased 197.78%
13.63%
$71.036M
2.725M shares@ $26.07 avg price
QUAL
Ishares Tr
Recent Activity
Decreased -1.12%
11.43%
$59.555M
334,428 shares@ $178.09 avg price
IJR
Ishares Tr
Recent Activity
Increased 0.17%
11.13%
$57.986M
503,261 shares@ $115.22 avg price
HAWX
Ishares Tr
Recent Activity
Increased 0.29%
10.83%
$56.42M
1.752M shares@ $32.22 avg price
ESGU
Ishares Tr
Recent Activity
Decreased -3.47%
1.48%
$7.704M
59,804 shares@ $128.83 avg price
IWF
Ishares Tr
Recent Activity
Decreased -1.6%
1.31%
$6.792M
16,914 shares@ $401.57 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.56%
1.27%
$6.599M
26,351 shares@ $250.43 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.11%
1.22%
$6.353M
15,072 shares@ $421.51 avg price

1-10 of 83