HFA
Highland Financial Advisors LLC Portfolio
Invests via Highland Financial Advisors LLC | Managed by Highland Financial Advisors LLC
Invests via Highland Financial Advisors LLC
Managed by Highland Financial Advisors LLC
Automatically Tracked
Company Profile
Highland Financial Advisors LLC operates as a strategic advisory firm specializing in comprehensive financial planning and investment solutions tailored for individual clients and small businesses. Known for its client-centric approach, the firm emphasizes personalized strategies that integrate tax, estate, and retirement planning. This holistic methodology positions Highland Financial as a pivotal player in enhancing wealth management outcomes for their clientele. With an experienced team at the helm, the company navigates complex market dynamics while fostering long-term relationships built on trust and transparency.
Highland Financial Advisors LLC operates as a strategic advisory firm specializing in comprehensive financial planning and investment solutions tailored for individual clients and small businesses. Known for its client-centric approach, the firm emphasizes personalized strategies that integrate tax, estate, and retirement planning. This holistic methodology positions Highland Financial as a pivotal player in enhancing wealth management outcomes for their clientele. With an experienced team at the helm, the company navigates complex market dynamics while fostering long-term relationships built on trust and transparency.
Investment Philosophy & Strategy
In an environment where personalized financial strategies are paramount, Highland Financial Advisors LLC distinguishes itself through a commitment to tailored advisory services. The firm’s approach is underpinned by extensive expertise in aligning clients’ investments with their long-term aspirations and unique circumstances. This orientation towards individualized client goals fosters sustainable growth while carefully considering the intricacies of market conditions and regulatory landscapes. By blending strategic foresight with in-depth analysis, this advisory practice seeks not only to preserve wealth but also to enhance it through judicious capital allocation.
In an environment where personalized financial strategies are paramount, Highland Financial Advisors LLC distinguishes itself through a commitment to tailored advisory services. The firm’s approach is underpinned by extensive expertise in aligning clients’ investments with their long-term aspirations and unique circumstances. This orientation towards individualized client goals fosters sustainable growth while carefully considering the intricacies of market conditions and regulatory landscapes. By blending strategic foresight with in-depth analysis, this advisory practice seeks not only to preserve wealth but also to enhance it through judicious capital allocation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
84.33%
Gain -0.36%
Monthly
1.55%
Yearly
20.26%
Drawdown
21.54%
$446.25M
Equity
Holdings
$446.25M
Investment
$319.87M
$149.44M
Profit -$952,885.66
Realized
$23.06M
Unrealized
$126.38M
Dividends
$17.36M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.36%
Profit
-$952,885.66
Win %
79%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$911,074.53
Win %
79%
This Month
Compared to last month
Gain
-1.89%
Profit
-$8.59M
Win %
79%
This Year
Compared to last year
Gain
-2.12%
Profit
-$9.44M
Win %
81%
MSFT Microsoft Corp.
+2.15%
+$15,584.8 
AMD Advanced Micro Devices, Inc.
+1.57%
+$5,998.07 
GOOG Alphabet Inc
+1.52%
+$7,302.75 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.5%
+$18,551.4 
GOOGL Alphabet Inc
+1.5%
+$7,762.14 
AMZN Amazon.com Inc
+1.12%
+$17,526 
CI The Cigna Group
+0.89%
+$2,477.55 
XOM Exxon Mobil Corporation
+0.7%
+$6,355.56 
V Visa Inc. Class A
+0.67%
+$2,491.94 
MO Altria Group, Inc.
+0.6%
+$6,424.47 
IEMG iShares Core MSCI Emerging Markets ETF
+0.34%
+$988.45 
AVSU Avantis Responsible U.S. Equity ETF
+0.29%
+$44,110.58 
NVDA NVIDIA Corporation
+0.23%
+$1,249.76 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.2%
+$4,644.99 
VGT Vanguard Information Technology ETF
+0.12%
+$1,629.19 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$658.46 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$560 
QQQM Invesco NASDAQ 100 ETF
+0.09%
+$38,825.02 
IWF iShares Russell 1000 Growth ETF
+0.07%
+$8,354.72 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$110.27 
AVEM Avantis Emerging Markets Equity ETF
+0.03%
+$2,894.07 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$53.03 
MEAR iShares Short Maturity Bond ETF
+0.02%
+$414.9 
VONG Vanguard Russell 1000 Growth Fund
+0.02%
+$5,992.78 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
TSLA Tesla, Inc.
-2.97%
-$12,124.9 
AAPL Apple Inc.
-2.14%
-$54,904.85 
WMT Walmart Inc.
-1.79%
-$4,273.8 
JNJ Johnson & Johnson
-1.66%
-$7,231.96 
BAC Bank of America Corporation
-1.35%
-$3,394.7 
GINN Goldman Sachs Innovate Equity ETF
-0.94%
-$34,437.7 
AVSD Avantis Responsible International Equity ETF
-0.79%
-$50,173.75 
AVDE Avantis International Equity ETF
-0.73%
-$263,310.45 
DFAI Dimensional International Core Equity Market ETF
-0.7%
-$1,929.66 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$13,696.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.69%
-$1,764 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.65%
-$8,647.09 
JPM JPMorgan Chase & Co.
-0.65%
-$10,791.43 
AVUV Avantis U.S. Small Cap Value ETF
-0.63%
-$157,582.09 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.53%
-$15,810.58 
AOA iShares Core Aggressive Allocation ETF
-0.52%
-$1,149 
SMIN iShares MSCI India Small-Cap ETF
-0.52%
-$20,296.08 
AVDV Avantis International Small Cap Value ETF
-0.47%
-$51,922.08 
VTV Vanguard Value ETF
-0.46%
-$2,779.52 
VYM Vanguard High Dividend Yield ETF
-0.46%
-$6,762.12 
XCEM Columbia EM Core ex-China ETF
-0.44%
-$40,025.79 
AVLV Avantis U.S. Large Cap Value ETF
-0.38%
-$772.11 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.32%
-$1,792.98 
DFAW Dimensional World Equity ETF
-0.32%
-$3,272.62 
VONE Vanguard Russell 1000 ETF
-0.28%
-$1,968 
DFAU Dimensional US Core Equity Market ETF
-0.28%
-$115,199.89 
AVIG Avantis Core Fixed Income ETF
-0.28%
-$68,395.1 
AVUS Avantis U.S. Equity ETF
-0.26%
-$107,732.3 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.23%
-$858.65 
GLD SPDR Gold Shares
-0.22%
-$790.48 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$20,960.43 
IAU iShares Gold Trust
-0.21%
-$19,766.08 
IVV iShares Core S&P 500 ETF
-0.18%
-$1,150.53 
VOO Vanguard S&P 500 ETF
-0.17%
-$967.57 
SPY SPDR S&P 500 ETF Trust
-0.17%
-$546.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.15%
-$68,706.56 
PM Philip Morris International Inc.
-0.13%
-$2,751.96 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.12%
-$3,864.96 
XVV iShares ESG Screened S&P 500
-0.11%
-$928.52 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.11%
-$277.75 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.1%
-$254.05 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$233.96 
IBTI iShares iBonds Dec 2028 Term ETF
-0.09%
-$228.6 
USXF iShares ESG Aware MSCI USA ETF
-0.06%
-$3,098.08 
DFAE Dimensional Emerging Core Equity Market ETF
-0.03%
-$332.56 
META Meta Platforms Inc Class A
-0.03%
-$140.96 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$52.87 Events
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Dividends
Dividend Analysis
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| Trades 788 | Longs Won 574/788 72% | Profit Factor 33.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $879,226.93 |
| Average Win $268,321.17 | Best Trade (Jul 20) $13.55M | Sharpe Ratio -10.66 |
| Average Loss -$21,388.94 | Worst Trade (Dec 30) -$357,206.92 | Z-Score 11.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 6d | Expectancy $189,643.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
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Returns
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FAQ
Which stocks have generated the highest profits for Highland Financial Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: Goldman Sachs Innovate Equity ETF - $6.85M, Vanguard High Dividend Yield ETF - $6.16M, Avantis International Equity ETF - $3.52M, Avantis Core Fixed Income ETF - $2.73M, and Vanguard Russell 1000 Growth Fund - $2.34M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: KraneShares CSI China Internet ETF - $365,359.4, Schwab U.S. TIPS ETF - $147,534.02, KraneShares MSCI China Clean Technology Index ETF - $129,508.03, iShares Global Clean Energy ETF - $129,049.53, and iShares MSCI China A ETF - $128,194.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Highland Financial Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.36M earned over time. The largest contributors to dividend income include Avantis Core Fixed Income ETF - $2.73M, Avantis International Equity ETF - $1.79M, Vanguard High Dividend Yield ETF - $1.66M, Avantis U.S. Equity ETF - $1.18M, and iShares 0-3 Month Treasury Bond ETF - $1.15M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Highland Financial Advisors LLC's monthly returns?
Highland Financial Advisors LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Highland Financial Advisors LLC's strategy be considered aggressive or moderate?
Highland Financial Advisors LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Highland Financial Advisors LLC's strategy?
Highland Financial Advisors LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
