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:
97.59%
Gain +1.29%
Monthly
1.59%
Yearly
20.9%
Drawdown
21.61%
$458.8M
Equity
Holdings
$458.8M
Investment
$319.87M
$162.31M
Profit +$3.35M
Realized
$23.38M
Unrealized
$138.93M
Dividends
$18.08M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.29%
Profit
$3.35M
Win %
83%
This Week
Compared To Last Week
Gain
-1.08%
Profit
-$5.01M
Win %
83%
This Month
Compared to last month
Gain
-0.44%
Profit
-$2.01M
Win %
83%
This Year
Compared to last year
Gain
0.63%
Profit
$3.11M
Win %
83%
AAPL Apple Inc.
+2.73%
+$68,343.02 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.18%
+$32,244.14 
GOOGL Alphabet Inc
+2.15%
+$10,617.17 
GOOG Alphabet Inc
+1.99%
+$9,138.86 
BRK-B Berkshire Hathaway Inc.
+1.92%
+$10,892 
AMD Advanced Micro Devices, Inc.
+1.66%
+$6,412.79 
XCEM Columbia EM Core ex-China ETF
+1.4%
+$137,231.28 
PM Philip Morris International Inc.
+1.39%
+$28,490.88 
VGT Vanguard Information Technology ETF
+1.34%
+$20,051.2 
AMZN Amazon.com Inc
+1.22%
+$19,431 
AVSE Avantis Responsible Emerging Markets Equity ETF
+1.18%
+$28,892.21 
AVEM Avantis Emerging Markets Equity ETF
+1.17%
+$127,339.3 
AVSD Avantis Responsible International Equity ETF
+1.16%
+$75,059.93 
IEMG iShares Core MSCI Emerging Markets ETF
+1.14%
+$3,468.9 
GLD SPDR Gold Shares
+1.12%
+$4,299.45 
DFAE Dimensional Emerging Core Equity Market ETF
+1.12%
+$14,798.92 
IAU iShares Gold Trust
+1.09%
+$109,948.82 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.08%
+$2,848.12 
XVV iShares ESG Screened S&P 500
+1.06%
+$8,785.27 
IEFA iShares Core MSCI EAFE ETF
+0.98%
+$19,682.27 
VONG Vanguard Russell 1000 Growth Fund
+0.97%
+$362,563.19 
IWF iShares Russell 1000 Growth ETF
+0.91%
+$114,877.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.89%
+$29,963.1 
DFAI Dimensional International Core Equity Market ETF
+0.85%
+$2,395.44 
QQQM Invesco NASDAQ 100 ETF
+0.83%
+$362,864.61 
GINN Goldman Sachs Innovate Equity ETF
+0.82%
+$30,631.92 
VONE Vanguard Russell 1000 ETF
+0.82%
+$5,774.65 
AVDE Avantis International Equity ETF
+0.82%
+$305,845.22 
QQQ Invesco QQQ Trust, Series 1
+0.82%
+$5,218.07 
VOO Vanguard S&P 500 ETF
+0.81%
+$4,684.94 
SPY SPDR S&P 500 ETF Trust
+0.81%
+$2,680.99 
USXF iShares ESG Aware MSCI USA ETF
+0.81%
+$41,824.08 
IVV iShares Core S&P 500 ETF
+0.81%
+$5,194.44 
META Meta Platforms Inc Class A
+0.79%
+$4,484.29 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.78%
+$78,466.51 
DFAW Dimensional World Equity ETF
+0.78%
+$8,181.55 
DFAU Dimensional US Core Equity Market ETF
+0.77%
+$321,765.21 
XJR iShares ESG Screened S&P Small-Cap ETF
+0.77%
+$22,060.06 
AVSU Avantis Responsible U.S. Equity ETF
+0.74%
+$113,777.3 
AVDV Avantis International Small Cap Value ETF
+0.73%
+$86,969.48 
AVUS Avantis U.S. Equity ETF
+0.71%
+$301,650.44 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$3,970.17 
V Visa Inc. Class A
+0.65%
+$2,481.61 
JNJ Johnson & Johnson
+0.64%
+$2,942.81 
VYM Vanguard High Dividend Yield ETF
+0.56%
+$8,224.2 
JPM JPMorgan Chase & Co.
+0.55%
+$9,473.02 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.54%
+$256,328.32 
NVDA NVIDIA Corporation
+0.52%
+$3,004.67 
VTV Vanguard Value ETF
+0.49%
+$2,972.41 
AVLV Avantis U.S. Large Cap Value ETF
+0.48%
+$995.91 
AOA iShares Core Aggressive Allocation ETF
+0.41%
+$930.69 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.41%
+$5,358.76 
TSLA Tesla, Inc.
+0.36%
+$1,389.54 
SMIN iShares MSCI India Small-Cap ETF
+0.35%
+$14,094.5 
AVUV Avantis U.S. Small Cap Value ETF
+0.33%
+$80,566.34 
WMT Walmart Inc.
+0.22%
+$481.85 
MSFT Microsoft Corp.
+0.11%
+$956.8 
MEAR iShares Short Maturity Bond ETF
+0.08%
+$1,659.6 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.05%
+$195.15 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$105.75 
AVIG Avantis Core Fixed Income ETF
+0.04%
+$8,921.1 
MO Altria Group, Inc.
+0.02%
+$216.56 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$55.13 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$53.03 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,697.79 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 788 | Longs Won 605/788 76% | Profit Factor 37.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $929,415.49 |
| Average Win $275,610.58 | Best Trade (Sep 03) $14.53M | Sharpe Ratio -10.19 |
| Average Loss -$24,252.76 | Worst Trade (Dec 30) -$357,206.92 | Z-Score 17.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 3d | Expectancy $205,972.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,679 | $1.35M | $2.58M | - | $1.23M | 91.11% | +2.725% |
| AMD Advanced Micro Devices, Inc. | 768 | $446,138.86 | $393,177.6 | - | -$52,961.26 | -11.87% | +1.658% |
| AMZN Amazon.com Inc | 6,350 | $1.09M | $1.62M | - | $533,463.4 | 49.15% | +1.215% |
| AOA iShares Core Aggressive Allocation ETF | 2,298 | $203,450.23 | $225,996.81 | - | $22,546.58 | 11.08% | +0.414% |
| AVDE Avantis International Equity ETF | 405,093 | $29.33M | $37.63M | - | $8.3M | 28.29% | +0.819% |
| AVDV Avantis International Small Cap Value ETF | 108,171 | $11.15M | $12.07M | - | $926,376.12 | 8.31% | +0.726% |
| AVEM Avantis Emerging Markets Equity ETF | 115,763 | $6.66M | $11.03M | - | $4.36M | 65.43% | +1.168% |
| AVIG Avantis Core Fixed Income ETF | 594,740 | $24.66M | $23.85M | - | -$812,874.43 | -3.3% | +0.037% |
| AVLV Avantis U.S. Large Cap Value ETF | 2,238 | $204,127.98 | $208,883.73 | - | $4,755.75 | 2.33% | +0.479% |
| AVSD Avantis Responsible International Equity ETF | 80,278 | $5.69M | $6.57M | - | $877,140.59 | 15.42% | +1.156% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 30,967 | $1.7M | $2.47M | - | $771,828.35 | 45.34% | +1.182% |
| AVSU Avantis Responsible U.S. Equity ETF | 175,042 | $10.85M | $15.49M | - | $4.64M | 42.78% | +0.74% |
| AVUS Avantis U.S. Equity ETF | 331,484 | $25.64M | $42.94M | - | $17.3M | 67.5% | +0.707% |
| AVUV Avantis U.S. Small Cap Value ETF | 199,471 | $16.48M | $24.77M | - | $8.29M | 50.33% | +0.326% |
 BAC Bank of America Corporation | 4,090 | $223,812.5 | $255,747.7 | - | $31,935.2 | 14.27% | -0.048% |
| BRK-B Berkshire Hathaway Inc. | 1,120 | $518,789.22 | $578,732 | - | $59,942.78 | 11.55% | +1.918% |
 CI The Cigna Group | 995 | $273,819.93 | $277,107.5 | - | $3,287.57 | 1.2% | -0.858% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 12,807 | $299,719.8 | $578,236.05 | - | $278,516.25 | 92.93% | +0.691% |
| DFAE Dimensional Emerging Core Equity Market ETF | 33,256 | $877,199.24 | $1.33M | - | $455,867.52 | 51.97% | +1.123% |
| DFAI Dimensional International Core Equity Market ETF | 6,654 | $274,477.5 | $284,391.96 | - | $9,914.46 | 3.61% | +0.849% |
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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 - $6.81M, Vanguard High Dividend Yield ETF - $6.16M, Avantis International Equity ETF - $3.65M, Avantis Core Fixed Income ETF - $2.91M, and Vanguard Russell 1000 Growth Fund - $2.32M. 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, Tesla, Inc - $218,675.5, Schwab U.S. TIPS ETF - $147,534.02, KraneShares MSCI China Clean Technology Index ETF - $129,508.03, and iShares Global Clean Energy ETF - $129,049.53. 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 $18.08M earned over time. The largest contributors to dividend income include Avantis Core Fixed Income ETF - $2.91M, Avantis International Equity ETF - $1.92M, Vanguard High Dividend Yield ETF - $1.66M, Avantis U.S. Equity ETF - $1.28M, and iShares 0-3 Month Treasury Bond ETF - $1.22M. 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.
