13F HOLDINGS REPORT
BRIGHT FINANCIAL ADVISORS, INC.
Quarter ended Q3 2024 · Filed October 10, 2024 · Accession 0001172661-24-004216
Total Value
$157.2M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 334,655 | $33.9M | 21.56% |
| 2 | SPDR GOLD TR | GLD | 60,532 | $14.7M | 9.36% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 81,434 | $14.6M | 9.28% |
| 4 | ISHARES TR | 464287200 | 20,585 | $11.9M | 7.55% |
| 5 | ISHARES TR | 464287804 | 83,391 | $9.8M | 6.20% |
| 6 | SSGA ACTIVE ETF TR | 78467V400 | 159,832 | $7.3M | 4.63% |
| 7 | STRYKER CORPORATION | SYK | 17,066 | $6.2M | 3.92% |
| 8 | ISHARES TR | 464287507 | 94,174 | $5.9M | 3.73% |
| 9 | EATON CORP PLC | ETN | 12,141 | $4.0M | 2.56% |
| 10 | APPLE INC | AAPL | 16,767 | $3.9M | 2.49% |
| 11 | VANGUARD INDEX FDS | 922908769 | 12,331 | $3.5M | 2.22% |
| 12 | WORLD GOLD TR | GLDW | 64,687 | $3.4M | 2.15% |
| 13 | INVESCO QQQ TR | IVZ | 6,474 | $3.2M | 2.01% |
| 14 | DIMENSIONAL ETF TRUST | 25434V591 | 56,730 | $2.9M | 1.83% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4 | $2.8M | 1.76% |
| 16 | ISHARES TR | 46432F396 | 13,402 | $2.7M | 1.73% |
| 17 | NVIDIA CORPORATION | NVDA | 22,352 | $2.7M | 1.73% |
| 18 | FIRST TR EXCHANGE-TRADED FD | 33741X102 | 73,209 | $2.7M | 1.69% |
| 19 | INVESCO EXCH TRADED FD TR II | IVZ | 10,331 | $2.1M | 1.32% |
| 20 | VANGUARD WORLD FD | 92204A702 | 3,525 | $2.1M | 1.32% |
| 21 | PROSHARES TR | 74348A467 | 18,578 | $2.0M | 1.26% |
| 22 | SPDR S&P 500 ETF TR | SPY | 3,408 | $2.0M | 1.24% |
| 23 | AMAZON COM INC | AMZN | 6,547 | $1.2M | 0.78% |
| 24 | ISHARES TR | 464287465 | 11,876 | $993,190 | 0.63% |
| 25 | ISHARES GOLD TR | IAU | 18,712 | $929,986 | 0.59% |
| 26 | ISHARES TR | 464287457 | 10,782 | $896,523 | 0.57% |
| 27 | ISHARES TR | 464287523 | 3,067 | $707,235 | 0.45% |
| 28 | VANGUARD WORLD FD | 92204A504 | 2,365 | $667,403 | 0.42% |
| 29 | EXXON MOBIL CORP | XOM | 5,074 | $594,732 | 0.38% |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,209 | $556,454 | 0.35% |
| 31 | VANGUARD MUN BD FDS | 922907746 | 9,927 | $507,483 | 0.32% |
| 32 | WALMART INC | WMT | 5,268 | $425,391 | 0.27% |
| 33 | MICROSOFT CORP | MSFT | 956 | $411,367 | 0.26% |
| 34 | INTERNATIONAL BUSINESS MACHS | INTR | 1,714 | $378,931 | 0.24% |
| 35 | SCHWAB STRATEGIC TR | 808524201 | 5,380 | $365,063 | 0.23% |
| 36 | PROCTER AND GAMBLE CO | 742718109 | 2,015 | $349,050 | 0.22% |
| 37 | VANGUARD INDEX FDS | 922908363 | 659 | $347,735 | 0.22% |
| 38 | ISHARES TR | 464288414 | 3,129 | $339,903 | 0.22% |
| 39 | SPDR SER TR | 78464A631 | 2,115 | $332,774 | 0.21% |
| 40 | VANGUARD WORLD FD | 92204A884 | 2,216 | $322,184 | 0.20% |
| 41 | TESLA INC | TSLA | 1,218 | $318,666 | 0.20% |
| 42 | CATERPILLAR INC | CAT | 815 | $318,629 | 0.20% |
| 43 | SHOPIFY INC | SHOP | 3,936 | $315,431 | 0.20% |
| 44 | ISHARES TR | 46435G425 | 2,131 | $268,890 | 0.17% |
| 45 | ALPHABET INC | GOOG | 1,400 | $234,066 | 0.15% |
| 46 | ISHARES TR | 46435G516 | 2,709 | $228,016 | 0.15% |
| 47 | TARGET CORP | TGT | 1,378 | $214,775 | 0.14% |
| 48 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 2,091 | $213,826 | 0.14% |
| 49 | FIRST TR EXCHANGE TRADED FD | 33734X184 | 5,555 | $213,756 | 0.14% |
| 50 | GOLDMAN SACHS ETF TR | NVGLF | 1,857 | $209,730 | 0.13% |
| 51 | ABBVIE INC | ABBV | 1,040 | $205,379 | 0.13% |
| 52 | ISHARES TR | 464287341 | 5,000 | $202,400 | 0.13% |
| 53 | GOLDMINING INC | GLDG | 12,961 | $12,183 | 0.01% |