13F HOLDINGS REPORT
BRIGHT FINANCIAL ADVISORS, INC.
Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0001172661-25-000377
Total Value
$159.1M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 320,587 | $31.1M | 19.53% |
| 2 | INVESCO EXCHANGE TRADED FD T | IVZ | 84,523 | $14.8M | 9.31% |
| 3 | SPDR GOLD TR | GLD | 59,914 | $14.5M | 9.12% |
| 4 | ISHARES TR | 464287200 | 19,769 | $11.6M | 7.31% |
| 5 | ISHARES TR | 464287804 | 85,482 | $9.8M | 6.19% |
| 6 | SSGA ACTIVE ETF TR | 78467V400 | 154,688 | $6.8M | 4.30% |
| 7 | STRYKER CORPORATION | SYK | 17,591 | $6.3M | 3.98% |
| 8 | ISHARES TR | 464287507 | 91,017 | $5.7M | 3.56% |
| 9 | APPLE INC | AAPL | 19,160 | $4.8M | 3.02% |
| 10 | VANGUARD INDEX FDS | 922908769 | 15,472 | $4.5M | 2.82% |
| 11 | FIRST TR EXCHANGE-TRADED FD | 33741X102 | 113,129 | $4.1M | 2.55% |
| 12 | EATON CORP PLC | ETN | 12,141 | $4.0M | 2.53% |
| 13 | WORLD GOLD TR | GLDW | 68,393 | $3.6M | 2.23% |
| 14 | INVESCO QQQ TR | IVZ | 6,529 | $3.3M | 2.10% |
| 15 | NVIDIA CORPORATION | NVDA | 22,345 | $3.0M | 1.89% |
| 16 | DIMENSIONAL ETF TRUST | 25434V591 | 55,143 | $2.8M | 1.75% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4 | $2.7M | 1.71% |
| 18 | ISHARES TR | 46432F396 | 12,826 | $2.7M | 1.67% |
| 19 | VANGUARD WORLD FD | 92204A702 | 3,525 | $2.2M | 1.38% |
| 20 | INVESCO EXCH TRADED FD TR II | IVZ | 10,181 | $2.1M | 1.35% |
| 21 | SPDR S&P 500 ETF TR | SPY | 3,408 | $2.0M | 1.26% |
| 22 | PROSHARES TR | 74348A467 | 17,368 | $1.7M | 1.09% |
| 23 | AMAZON COM INC | AMZN | 4,962 | $1.1M | 0.68% |
| 24 | FIDELITY MERRIMACK STR TR | 316188309 | 23,228 | $1.0M | 0.66% |
| 25 | ISHARES GOLD TR | IAU | 18,286 | $905,340 | 0.57% |
| 26 | ZOETIS INC | ZTS | 5,216 | $849,843 | 0.53% |
| 27 | ISHARES TR | 464287457 | 10,075 | $825,948 | 0.52% |
| 28 | ISHARES TR | 464287465 | 9,521 | $719,883 | 0.45% |
| 29 | ISHARES TR | 464287523 | 3,067 | $660,930 | 0.42% |
| 30 | VANGUARD WORLD FD | 92204A504 | 2,365 | $599,977 | 0.38% |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,204 | $545,749 | 0.34% |
| 32 | TESLA INC | TSLA | 1,215 | $490,666 | 0.31% |
| 33 | VANGUARD MUN BD FDS | 922907746 | 9,727 | $487,634 | 0.31% |
| 34 | WALMART INC | WMT | 5,268 | $475,964 | 0.30% |
| 35 | EXXON MOBIL CORP | XOM | 4,123 | $443,462 | 0.28% |
| 36 | MICROSOFT CORP | MSFT | 1,039 | $437,939 | 0.28% |
| 37 | SHOPIFY INC | SHOP | 3,936 | $418,515 | 0.26% |
| 38 | VANGUARD INDEX FDS | 922908363 | 766 | $412,728 | 0.26% |
| 39 | SCHWAB STRATEGIC TR | 808524201 | 16,194 | $375,371 | 0.24% |
| 40 | SPDR SER TR | 78464A631 | 2,115 | $350,709 | 0.22% |
| 41 | INTERNATIONAL BUSINESS MACHS | INTR | 1,594 | $350,409 | 0.22% |
| 42 | VANGUARD WORLD FD | 92204A884 | 2,216 | $343,391 | 0.22% |
| 43 | PROCTER AND GAMBLE CO | 742718109 | 2,015 | $337,867 | 0.21% |
| 44 | ISHARES TR | 464288414 | 3,129 | $333,395 | 0.21% |
| 45 | CATERPILLAR INC | CAT | 815 | $295,526 | 0.19% |
| 46 | ISHARES TR | 46435G425 | 2,131 | $274,515 | 0.17% |
| 47 | ALPHABET INC | GOOG | 1,400 | $266,616 | 0.17% |
| 48 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 2,091 | $249,080 | 0.16% |
| 49 | ABBVIE INC | ABBV | 1,287 | $228,700 | 0.14% |
| 50 | VANGUARD BD INDEX FDS | 921937835 | 3,141 | $225,869 | 0.14% |
| 51 | KELLANOVA | BEKE | 2,782 | $225,287 | 0.14% |
| 52 | GOLDMAN SACHS ETF TR | NVGLF | 1,857 | $213,889 | 0.13% |
| 53 | FIRST TR EXCHANGE TRADED FD | 33734X184 | 5,555 | $210,127 | 0.13% |
| 54 | ISHARES TR | 46435G516 | 2,709 | $206,264 | 0.13% |
| 55 | GOLDMINING INC | GLDG | 12,961 | $10,434 | 0.01% |