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Disclosery

13F-HR filed by Seneca Financial Advisors LLC

Seneca Financial Advisors LLC filed this 13F-HR for the quarter ended 2022-09-30, filed 2025-08-27, with 44 holding rows worth $139,763,172.

Accession
0001214659-25-012841
Filer
CIK 2082922
Filed
2025-08-27
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2022

A holdings report, 44 entries on the cover page, a total value of $139,763,172 stated on the cover page (in dollars after the unit check, H1), rows summing to $139,763,172 with VALUE read as dollars as filed, 13F file number 028-25764. 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 filedCUSIPClassAmountValueValue read asType
Vanguard Dividend Appreciation ETF921908844SHS206,060$27,851,103dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS296,727$16,560,306dollars as filed
Schwab US Mid-Cap ETF808524508SHS225,654$13,658,862dollars as filed
VWO922042858SHS315,380$11,508,202dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF167,428$9,796,208dollars as filed
Vanguard High Dividend Yield ETF921946406SHS81,151$7,699,627dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS151,886$5,741,297dollars as filed
NORDSON CORP655663102COM19,809$4,204,856dollars as filed
SPDR INDEX SHS FDS78463X459ST STR SP GLBDIV78,482$4,186,925dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF186,828$4,184,946dollars as filed
Schwab Short Term US Treasury ETF808524862SHS83,934$4,050,666dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF19,344$3,817,059dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF123,486$3,473,647dollars as filed
iShares Russell 2000 ETF464287655SHS12,347$2,036,247dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS44,787$1,896,748dollars as filed
EXXON MOBIL CORP30231G102COM21,229$1,853,504dollars as filed
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF54,552$1,513,809dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF10,174$1,383,529dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK6,160$1,295,970dollars as filed
VANGUARD SCOTTSDALE FDS92206C771SHS26,533$1,196,386dollars as filed
iShares Russell Midcap ETF464287499SHS18,437$1,145,830dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF13,961$1,013,003dollars as filed
Apple Inc037833100COM6,762$934,474dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,359$846,125dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B15,985$724,295dollars as filed
Microsoft Corp594918104COM3,050$710,313dollars as filed
VANECK ETF TRUST92189F106GOLD MINERS ETF28,904$697,173dollars as filed
BROADSTONE NET LEASE INC COM11135E203REIT44,429$689,982dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS13,712$673,798dollars as filed
ISHARES TR464288281JPMORGAN USD EMG8,166$648,417dollars as filed
PAYCHEX INC704326107COM5,670$636,251dollars as filed
Amazon.com, Inc023135106COM3,336$376,968dollars as filed
Amgen Inc.031162100COM1,665$375,291dollars as filed
Tesla Motors, Inc88160R101COM1,125$298,406dollars as filed
BUTTERFLY NETWORK INC124155102COM CL A53,526$251,572dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,305$245,250dollars as filed
ISHARES TR464287168COM2,243$240,494dollars as filed
AES CORP COM00130H105Stock10,400$235,040dollars as filed
XYLEM INC COM98419M100Stock2,540$221,894dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS4,146$218,365dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,240$215,376dollars as filed
CONSTELLATION BRANDS INC CL A21036P108Stock924$212,239dollars as filed
SPDW78463X889COM7,972$205,678dollars as filed
ATHENEX INC04685N103COM137,495$37,041dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-25-012841this filing2025-08-27acceptance time not in the bulk data set