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BRIGHT FINANCIAL ADVISORS, INC.13F | |
| BRIGHT FINANCIAL ADVISORS, INC. | |
| Last update 2025-07-16 | 55 Stocks (0 new) |
| Value $180.00 Mil | Turnover 5 % |
BRIGHT FINANCIAL ADVISORS, INC... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 330,018 | 32,737.8 | +0.85% | 18.170 | +0.15% | 0.030 | +0.74% | +3.00% | 127,692.5 | ||
GLD | SPDR Gold Shares ETF | 60,734 | 18,513.5 | -0.58% | 10.270 | -0.06% | 0.020 | +0.26% | +27.31% | 101,942.4 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 98,200 | 17,846.8 | +11.28% | 9.900 | +1.00% | 0.020 | +13.65% | +5.23% | 73,442.1 | ||
IVV | iShares Core S&P 500 ETF | 19,859 | 12,330.8 | +0.51% | 6.840 | +0.03% | 0.000 | +19.14% | +7.22% | 631,078.0 | ||
IJR | iShares Core S&P Small-Cap ETF | 89,476 | 9,778.7 | +0.41% | 5.430 | +0.02% | 0.010 | +17.52% | -2.52% | 81,112.1 | ||
SYK | Stryker Corp | 22,345 | 8,840.2 | +15.29% | 4.910 | +0.65% | 0.010 | +12.99% | +9.04% | 149,376.8 | Medical Devices & Instruments | |
GAL | SPDR SSgA Global Allocation ETF | 159,656 | 7,503.6 | +5.55% | 4.160 | +0.22% | 2.910 | +9.04% | +7.64% | 257.7 | ||
IJH | iShares Core S&P Mid-Cap ETF | 96,323 | 5,974.0 | +11.39% | 3.320 | +0.34% | 0.010 | +15.85% | +1.40% | 96,235.0 | ||
BRK.A | Berkshire Hathaway Inc | 7 | 5,101.6 | +75.00% | 2.830 | +1.21% | 0.000 | -8.60% | +3.93% | 1,017,162.4 | Insurance | |
VTI | Vanguard Total Stock Market ETF | 14,973 | 4,550.7 | -1.51% | 2.530 | -0.04% | 0.000 | +19.36% | +6.72% | 473,793.3 |
BRIGHT FINANCIAL ADVISORS, INC.'s Historical Top Holdings Breakdowns
BRIGHT FINANCIAL ADVISORS, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-06-30 | Add Add | +1.21% | 725400 ($762376) 809350 | $707,681.00 | -7.17% | Add 75% | 7 | 3 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-06-30 | Add Add | +1.00% | 152.93 ($172.62) 181.74 | $182.76 | 5.87% | Add 11.28% | 98,200 | 9,951 | |
SYK | Stryker Corp | 2025-06-30 | Add Add | +0.65% | 337.37 ($374.07) 395.63 | $390.87 | 4.49% | Add 15.29% | 22,345 | 2,963 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Add Add | +0.54% | 483.48 ($508.26) 539.8 | $471.31 | -7.27% | Add 171.55% | 3,188 | 2,014 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Add Add | +0.34% | 51.16 ($58.7) 62.02 | $62.81 | 7.00% | Add 11.39% | 96,323 | 9,848 | |
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 2025-06-30 | Add Add | +0.22% | 50.6 ($50.73) 50.86 | $50.85 | 0.24% | Add 13.16% | 67,959 | 7,901 | |
GAL | SPDR SSgA Global Allocation ETF | 2025-06-30 | Add Add | +0.22% | 41.46 ($45.26) 47 | $46.94 | 3.70% | Add 5.55% | 159,656 | 8,394 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-06-30 | Add Add | +0.19% | 171.4 ($204.58) 227.1 | $229.42 | 12.14% | Add 14.35% | 12,303 | 1,544 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-06-30 | Add Add | +0.15% | 96.82 ($98) 99.46 | $97.89 | -0.11% | Add 0.85% | 330,018 | 2,772 | |
CSCO | Cisco Systems Inc | 2025-06-30 | Sold Out Sold Out | -0.14% | 53.19 ($61.46) 69.38 | $67.37 | 9.62% | Sold Out | 0 | -3,682 |
BRIGHT FINANCIAL ADVISORS, INC. Total Holding History ($B)
BRIGHT FINANCIAL ADVISORS, INC.'s Asset Allocation
BRIGHT FINANCIAL ADVISORS, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BRIGHT FINANCIAL ADVISORS, INC.'s Hypothetical Growth since 2025-06-30
BRIGHT FINANCIAL ADVISORS, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BRIGHT FINANCIAL ADVISORS, INC.'s Holdings Heat Map
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BRIGHT FINANCIAL ADVISORS, INC.'s Holdings Bubble Chart
BRIGHT FINANCIAL ADVISORS, INC. News
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