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Highland Financial Advisors, LLC

Q4 2024 Holdings

Filed 2025-01-30 | 57 holdings | $71.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Alphabet Inc(GOOG)CAP STK CL C02079K107$204.0K1,0690.3%
Amazon COM Inc(AMZN)COM023135106$1.3M5,9711.8%
Apple Inc(AAPL)COM037833100$1.7M6,8842.4%
American Centy ETF TR(AVEM)AVANTIS EMGMKT025072604$5.7M97,3528.0%
American Centy ETF TR(AVUV)US SML CP VALU025072877$15.8M163,56822.1%
American Centy ETF TR(AVDE)INTL EQT ETF025072703$20.0M326,23128.0%
American Centy ETF TR(AVUS)US EQT ETF025072885$26.5M273,44037.1%
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