Bright Financial Advisors, Inc. Incresed Positions in Q3 2024

Bright Financial Advisors, Inc.

$157 Billion
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
AGG Ishares Core U.S. Aggregate Bo ETFs	10.7K + 3.3%	$96.25 - $101.98 $1.03M - $1.09M	335K $33.9B
RSP Invesco S&P 500 Equal Weight E ETFs	3.07K + 3.92%	$162.83 - $179.16 $500K - $550K	81.4K $14.6B
SDVY First Tr ETF Vi Smid Cap Risin ETFs	25.8K + 54.47%	$32.65 - $36.69 $843K - $947K	73.2K $2.66B
IJR Ishares Core S&P Sm Cap ETF ETFs	1.66K + 2.03%	$105.53 - $118.34 $175K - $196K	83.4K $9.75B
QQQM Invesco Exchange Traded Fd Tr ETFs	4.5K + 77.2%	$178.94 - $207.0 $805K - $932K	10.3K $2.08B
IVV Ishares Core S&P 500 ETF ETFs	561 + 2.8%	$520.18 - $576.82 $292K - $324K	20.6K $11.9B
Dimensional ETF Trust	16.4K + 40.55%	N/A	56.7K $2.88B
GLDM World Gold Trust ETFs	5.07K + 8.5%	$46.2 - $53.01 $234K - $269K	64.7K $3.37B
IJH Ishares Core S&P Mid Cap ETF ETFs	2.86K + 3.13%	$57.32 - $62.65 $164K - $179K	94.2K $5.87B
AAPL Apple Inc. Technology	163 + 0.98%	$207.23 - $234.82 $33.8K - $38.3K	16.8K $3.91B
EFA Ishares Tr Msci Eafe ETF ETFs	3K + 33.8%	$75.32 - $84.37 $226K - $253K	11.9K $993M
ETN Eaton Corp PLC Industrials	198 + 1.66%	$272.52 - $333.02 $54K - $65.9K	12.1K $4.02B
IBM International Business Machines Corp Technology	167 + 10.8%	$175.1 - $223.38 $29.2K - $37.3K	1.71K $379M
CAT Caterpillar Inc Industrials	123 + 17.77%	$316.8 - $391.12 $39K - $48.1K	815 $319M
XOM Exxon Mobil Corp Energy	322 + 6.78%	$109.72 - $119.0 $35.3K - $38.3K	5.07K $595M
MSFT Microsoft Corp Technology	109 + 12.87%	$395.15 - $467.56 $43.1K - $51K	956 $411M
SCHX Schwab Strategic Tr Us Large C ETFs	33 + 0.62%	$61.11 - $67.85 $2.02K - $2.24K	5.38K $365M
AMZN Amazon Com Inc Consumer Cyclical	267 + 4.25%	$161.02 - $200.0 $43K - $53.4K	6.55K $1.22B
NVDA Nvidia Corp Technology	2 + 0.01%	$98.91 - $134.91 $198 - $270	22.4K $2.71B

Activity Summary All Purchases 24 New Holdings 5 Increased Positions 19 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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