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:
33.41%
Gain +0.25%
Monthly
0.76%
Yearly
9.58%
Drawdown
14.02%
$425.97M
Equity
Holdings
$425.97M
Investment
$285.12M
$153.75M
Profit +$1.29M
Realized
$12.9M
Unrealized
$140.85M
Dividends
$16.11M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.25%
Profit
$1.29M
Win %
85%
This Week
Compared To Last Week
Gain
-1.52%
Profit
-$6.56M
Win %
85%
This Month
Compared to last month
Gain
-1.66%
Profit
-$7.17M
Win %
85%
This Year
Compared to last year
Gain
6.06%
Profit
$26.68M
Win %
86%
JPM JPMorgan Chase & Co.
+2.22%
+$33,895.25 
PM Philip Morris International Inc.
+1.88%
+$38,023.64 
V Visa Inc. Class A
+1.76%
+$5,721.17 
SMIN iShares MSCI India Small-Cap ETF
+1.75%
+$47,624.11 
GOOGL Alphabet Inc
+1.33%
+$4,836.17 
BAC Bank of America Corporation
+1.28%
+$2,909.53 
XOM Exxon Mobil Corporation
+1.23%
+$9,992.42 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.22%
+$14,804.4 
AVUV Avantis U.S. Small Cap Value ETF
+1.17%
+$294,487.03 
CI The Cigna Group
+1.12%
+$3,290 
GOOG Alphabet Inc
+1.11%
+$5,023.65 
VTV Vanguard Value ETF
+0.86%
+$4,850.69 
XJR iShares ESG Screened S&P Small-Cap ETF
+0.84%
+$21,700.29 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.79%
+$15,342.6 
JNJ Johnson & Johnson
+0.74%
+$3,041.28 
VYM Vanguard High Dividend Yield ETF
+0.73%
+$10,930.77 
USXF iShares ESG Aware MSCI USA ETF
+0.71%
+$22,814.95 
VB Vanguard Small-Cap ETF
+0.65%
+$1,531.62 
AVUS Avantis U.S. Equity ETF
+0.56%
+$236,311.07 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.56%
+$3,137.72 
AVDE Avantis International Equity ETF
+0.53%
+$114,548.4 
AVSD Avantis Responsible International Equity ETF
+0.53%
+$11,407.69 
XCEM Columbia EM Core ex-China ETF
+0.48%
+$44,041.5 
AVSU Avantis Responsible U.S. Equity ETF
+0.43%
+$56,639.25 
DFAW Dimensional World Equity ETF
+0.42%
+$4,405.45 
DFAU Dimensional US Core Equity Market ETF
+0.42%
+$174,204.39 
VGT Vanguard Information Technology ETF
+0.41%
+$11,765.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$37,947.69 
VOO Vanguard S&P 500 ETF
+0.35%
+$1,957.64 
IEMG iShares Core MSCI Emerging Markets ETF
+0.35%
+$999.78 
IVV iShares Core S&P 500 ETF
+0.35%
+$3,610.87 
MO Altria Group, Inc.
+0.34%
+$3,656.64 
QQQM Invesco NASDAQ 100 ETF
+0.28%
+$132,606.66 
META Meta Platforms Inc Class A
+0.27%
+$1,295.58 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.25%
+$2,874.34 
DFAE Dimensional Emerging Core Equity Market ETF
+0.24%
+$2,712.91 
BRK-B Berkshire Hathaway Inc.
+0.23%
+$1,423.02 
AOA iShares Core Aggressive Allocation ETF
+0.23%
+$503.14 
AVEM Avantis Emerging Markets Equity ETF
+0.21%
+$21,555.34 
QQQ Invesco QQQ Trust, Series 1
+0.19%
+$818.34 
XVV iShares ESG Screened S&P 500
+0.19%
+$1,771.04 
IAU iShares Gold Trust
+0.15%
+$16,016.64 
IEFA iShares Core MSCI EAFE ETF
+0.09%
+$1,772.64 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.07%
+$164.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.06%
+$30,162.22 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.05%
+$134.14 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.05%
+$120.56 
MEAR iShares Short Maturity Bond ETF
+0.04%
+$804.36 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$3,123.94 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$53.03 
IBTH iShares iBonds Dec 2027 Term
0%
-$1.13 
TSLA Tesla, Inc.
-2.13%
-$9,184.55 
AMZN Amazon.com Inc
-2.11%
-$31,038.76 
AAPL Apple Inc.
-1.32%
-$29,473.58 
MSFT Microsoft Corp.
-0.72%
-$4,796.85 
WMT Walmart Inc.
-0.42%
-$1,012.86 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.37%
-$916.35 
VONG Vanguard Russell 1000 Growth Fund
-0.19%
-$59,240.16 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.15%
-$5,304.3 
IWF iShares Russell 1000 Growth ETF
-0.15%
-$18,812.88 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.07%
-$263.65 
AVIG Avantis Core Fixed Income ETF
-0.07%
-$16,944.96 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.07%
-$175.47 
GINN Goldman Sachs Innovate Equity ETF
-0.07%
-$12,514.1 
IBTI iShares iBonds Dec 2028 Term ETF
-0.02%
-$57.15 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$55.55 
NVDA NVIDIA Corporation
-0.01%
-$24.61 Events
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Dividends
Dividend Analysis
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| Trades 726 | Longs Won 544/726 74% | Profit Factor 46.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $970,914.28 |
| Average Win $288,824.06 | Best Trade (Jun 12) $14.25M | Sharpe Ratio -11.28 |
| Average Loss -$18,518.29 | Worst Trade (Dec 30) -$357,206.92 | Z-Score 15.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1d | Expectancy $211,776.8 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
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Returns
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