13F HOLDINGS REPORT
BRIGHT FINANCIAL ADVISORS, INC.
Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0001172661-24-003256
Total Value
$141.7M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 323,953 | $31.4M | 22.19% |
| 2 | SPDR GOLD TR | GLD | 61,071 | $13.1M | 9.27% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 78,364 | $12.9M | 9.09% |
| 4 | ISHARES TR | 464287200 | 20,024 | $11.0M | 7.73% |
| 5 | ISHARES TR | 464287804 | 81,734 | $8.7M | 6.15% |
| 6 | SSGA ACTIVE ETF TR | 78467V400 | 164,202 | $7.1M | 5.01% |
| 7 | STRYKER CORPORATION | SYK | 17,079 | $5.8M | 4.10% |
| 8 | ISHARES TR | 464287507 | 91,318 | $5.3M | 3.77% |
| 9 | EATON CORP PLC | ETN | 11,943 | $3.7M | 2.64% |
| 10 | APPLE INC | AAPL | 16,604 | $3.5M | 2.47% |
| 11 | VANGUARD INDEX FDS | 922908769 | 12,331 | $3.3M | 2.33% |
| 12 | INVESCO QQQ TR | IVZ | 6,499 | $3.1M | 2.20% |
| 13 | NVIDIA CORPORATION | NVDA | 22,350 | $2.8M | 1.95% |
| 14 | ISHARES TR | 46432F396 | 14,159 | $2.8M | 1.95% |
| 15 | WORLD GOLD TR | GLDW | 59,621 | $2.7M | 1.94% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4 | $2.4M | 1.73% |
| 17 | DIMENSIONAL ETF TRUST | 25434V591 | 40,363 | $2.0M | 1.44% |
| 18 | VANGUARD WORLD FD | 92204A702 | 3,525 | $2.0M | 1.43% |
| 19 | SPDR S&P 500 ETF TR | SPY | 3,408 | $1.9M | 1.31% |
| 20 | PROSHARES TR | 74348A467 | 18,659 | $1.8M | 1.27% |
| 21 | FIRST TR EXCHANGE-TRADED FD | 33741X102 | 47,394 | $1.6M | 1.12% |
| 22 | AMAZON COM INC | AMZN | 6,280 | $1.2M | 0.86% |
| 23 | INVESCO EXCH TRADED FD TR II | IVZ | 5,830 | $1.1M | 0.81% |
| 24 | ISHARES TR | 464287457 | 12,167 | $993,436 | 0.70% |
| 25 | ISHARES GOLD TR | IAU | 19,027 | $835,856 | 0.59% |
| 26 | ISHARES TR | 464287523 | 3,067 | $756,420 | 0.53% |
| 27 | ISHARES TR | 464287465 | 8,876 | $695,257 | 0.49% |
| 28 | VANGUARD WORLD FD | 92204A504 | 2,365 | $629,090 | 0.44% |
| 29 | EXXON MOBIL CORP | XOM | 4,752 | $547,029 | 0.39% |
| 30 | VANGUARD MUN BD FDS | 922907746 | 10,654 | $533,889 | 0.38% |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,214 | $493,856 | 0.35% |
| 32 | MICROSOFT CORP | MSFT | 847 | $378,567 | 0.27% |
| 33 | WALMART INC | WMT | 5,268 | $356,696 | 0.25% |
| 34 | SCHWAB STRATEGIC TR | 808524201 | 5,347 | $343,537 | 0.24% |
| 35 | VANGUARD INDEX FDS | 922908363 | 686 | $343,089 | 0.24% |
| 36 | ISHARES TR | 464288414 | 3,129 | $333,395 | 0.24% |
| 37 | PROCTER AND GAMBLE CO | 742718109 | 2,015 | $332,362 | 0.23% |
| 38 | VANGUARD WORLD FD | 92204A884 | 2,216 | $306,251 | 0.22% |
| 39 | SPDR SER TR | 78464A631 | 2,115 | $296,058 | 0.21% |
| 40 | INTERNATIONAL BUSINESS MACHS | INTR | 1,547 | $267,554 | 0.19% |
| 41 | SHOPIFY INC | SHOP | 3,936 | $259,973 | 0.18% |
| 42 | ISHARES TR | 46435G425 | 2,131 | $254,271 | 0.18% |
| 43 | TESLA INC | TSLA | 1,218 | $241,018 | 0.17% |
| 44 | CATERPILLAR INC | CAT | 692 | $230,392 | 0.16% |
| 45 | ISHARES TR | 46435G516 | 2,709 | $213,415 | 0.15% |
| 46 | ISHARES TR | 464287341 | 5,000 | $207,550 | 0.15% |
| 47 | TARGET CORP | TGT | 1,378 | $203,999 | 0.14% |
| 48 | PIMCO ETF TR | 72201R866 | 3,906 | $203,369 | 0.14% |
| 49 | GOLDMINING INC | GLDG | 12,961 | $11,587 | 0.01% |