13F-HR filed by BRIGHT FINANCIAL ADVISORS, INC.
BRIGHT FINANCIAL ADVISORS, INC. filed this 13F-HR for the quarter ended 2024-09-30, filed 2024-10-10, with 53 holding rows worth $157,208,399.
- Accession
- 0001172661-24-004216
- Filer
- CIK 2022456
- Filed
- 2024-10-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2024
A holdings report, 53 entries on the cover page, a total value of $157,208,399 stated on the cover page (in dollars after the unit check, H1), rows summing to $157,208,399 with VALUE read as dollars as filed, 13F file number 028-24114. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 334,655 | $33,890,547 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 60,532 | $14,712,898 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 81,434 | $14,589,666 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 20,585 | $11,873,684 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 83,391 | $9,753,405 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V400 | STATE STREET GLO | 159,832 | $7,277,130 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 17,066 | $6,165,328 | dollars as filed | |
| IJH | 464287507 | COM | 94,174 | $5,868,967 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 12,141 | $4,024,048 | dollars as filed | |
| Apple Inc | 037833100 | COM | 16,767 | $3,906,705 | dollars as filed | |
| VTI | 922908769 | COM | 12,331 | $3,491,613 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 64,687 | $3,372,134 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 6,474 | $3,159,944 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V591 | ULTRASHORT FIXED | 56,730 | $2,880,182 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 4 | $2,764,720 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 13,402 | $2,717,441 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 22,352 | $2,714,427 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 73,209 | $2,663,343 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 10,331 | $2,075,068 | dollars as filed | |
| VGT | 92204A702 | SHS | 3,525 | $2,067,334 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 18,578 | $1,983,387 | dollars as filed | |
| SPY | 78462F103 | SHS | 3,408 | $1,955,374 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 6,547 | $1,219,903 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 11,876 | $993,190 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 18,712 | $929,986 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 10,782 | $896,523 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 3,067 | $707,235 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 2,365 | $667,403 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 5,074 | $594,732 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,209 | $556,454 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 9,927 | $507,483 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 5,268 | $425,391 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 956 | $411,367 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,714 | $378,931 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 5,380 | $365,063 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,015 | $349,050 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 659 | $347,735 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 3,129 | $339,903 | dollars as filed | |
| SPDR S&P Aerospace & Defense ETF | 78464A631 | SHS | 2,115 | $332,774 | dollars as filed | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 2,216 | $322,184 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,218 | $318,666 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 815 | $318,629 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 3,936 | $315,431 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 2,131 | $268,890 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,400 | $234,066 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 2,709 | $228,016 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 1,378 | $214,775 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X192 | CLOUD COMPUTING | 2,091 | $213,826 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33734X184 | UTILITIES ALPH | 5,555 | $213,756 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430503 | ACTIVEBETA US LG | 1,857 | $209,730 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,040 | $205,379 | dollars as filed | |
| ISHARES TR | 464287341 | GLOBAL ENERG ETF | 5,000 | $202,400 | dollars as filed | |
| GOLDMINING INC | 38149E101 | COM | 12,961 | $12,183 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-24-004216 | this filing | 2024-10-10 | acceptance time not in the bulk data set |