IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wescott Financial Advisory Group, LLC

Q2 2022 Holdings

Filed 2022-07-28 | 131 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Unilever PLCSPON ADR NEW904767704$49710,8390.0%
Dimensional ETF Trust(DFAE)EMGR CRE EQT MNG25434V302$50421,7700.0%
Ishares TR(IGIB)ISHS 5-10YR INVT464288638$57111,1780.0%
Vanguard Whitehall FDS(VYM)HIGH DIV YLD921946406$5745,6420.0%
Ishares TR(SUSA)MSCI USA ESG SLC464288802$5787,1670.0%
Organon & Co(OGN)COMMON STOCK68622V106$58217,2370.0%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$61212,2490.1%
Ishares TR(IGSB)ISHS 1-5YR INVS464288646$62312,3190.1%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$6282880.1%
Ishares TR(SMLF)MSCI USA SML CP46434V290$62913,4230.1%
Automatic Data Processing in(ADP)COM053015103$6373,0330.1%
Vanguard Index FDS(VV)LARGE CAP ETF922908637$6383,7030.1%
Ishares Inc(EMGF)MSCI EMERG MKT46434G889$64314,9870.1%
Ishares TR(EAGG)ESG AWR US AGRGT46435U549$65313,3350.1%
Microsoft Corp(MSFT)COM594918104$7012,7290.1%
Schwab Strategic TR(FNDX)SCHWAB FDT US LG808524771$73314,4070.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$7702,8200.1%
Hershey Co(HSY)COM427866108$7863,6520.1%
Vanguard Index FDS(VB)SMALL CP ETF922908751$8064,5790.1%
Old REP Intl Corp(ORI)COM680223104$82336,8080.1%
Marriott Intl Inc New(MAR)CL A571903202$8286,0860.1%
Vanguard World FD(MGC)MEGA CAP INDEX921910873$8466,4210.1%
Pfizer Inc(PFE)COM717081103$90717,3070.1%
Nushares ETF TR(NUSC)NUVEEN ESG SMLCP67092P607$94528,7960.1%
Ishares TR(ESML)ESG AWARE MSCI46435U663$95930,4420.1%
Goldman Sachs Group Inc(GS)COM38141G104$9743,2800.1%
Lockheed Martin Corp(LMT)COM539830109$9772,2720.1%
Ishares TR(INTF)INTL EQTY FACTOR46434V274$1.0K43,8560.1%
Empire ST Rlty TR Inc(ESRT)CL A292104106$1.1K152,0030.1%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$1.1K7,1470.1%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$1.1K5,8140.1%
Ishares TR(ACWI)MSCI ACWI ETF464288257$1.2K14,3000.1%
Wisdomtree TR(DLS)INTL SMCAP DIV97717W760$1.2K20,6640.1%
Vanguard Admiral FDS Inc(VIOO)SMLLCP 600 IDX921932828$1.2K7,1230.1%
Spdr SER TR(SDY)S&P DIVID ETF78464A763$1.3K10,5690.1%
Invesco Exch Traded FD TR II(PHB)FNDMNTL HY CRP46138E719$1.3K78,4380.1%
Dimensional ETF Trust(DFAS)US SMALL CAP ETF25434V500$1.4K28,4990.1%
Spdr SER TR(SPIB)PORTFOLIO INTRMD78464A375$1.4K42,9780.1%
Ishares TR(SCZ)EAFE SML CP ETF464288273$1.5K26,5910.1%
Ishares TR(ITOT)CORE S&P TTL STK464287150$1.5K17,8750.1%
Ishares TR(SHY)1 3 YR TREAS BD464287457$1.7K20,2340.1%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$1.7K7,6630.1%
Spdr SER TR(SPYM)PORTFOLIO S&P50078464A854$1.7K38,7410.1%
Johnson & Johnson(JNJ)COM478160104$1.8K10,0010.1%
Ishares TR(ISTB)CORE 1 5 YR USD46432F859$1.8K38,3840.1%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$1.9K31,9630.2%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$2.0K15,7400.2%
Ishares TR(USMV)MSCI USA MIN VOL46429B697$2.1K29,5410.2%
Ishares TR(SUB)SHRT NAT MUN ETF464288158$2.4K23,3180.2%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$2.5K50,8380.2%
PreviousPage 2 of 3Next