EverSource Wealth Advisors, LLC Q2 2022 Filing

Filed August 1, 2022

Portfolio Value

$387.9B

Holdings

1,752

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (1,752 positions)

#	Stock	Shares	Value	% Portfolio
1	VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	251,433	$19.2B	4.94%
2	VEAVANGUARD FTSE DEVELOPED MARKETS ETF	364,997	$14.9B	3.84%
3	IIIVI3 VERTICALS INC COM CL A	526,275	$13.2B	3.39%
4	VTIVANGUARD TOTAL STOCK MARKET INDEX FUND	67,435	$12.7B	3.28%
5	VOOVANGUARD S&P 500 ETF	34,797	$12.1B	3.11%
6	VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND	78,731	$11.3B	2.91%
7	AAPLAPPLE INC COM	80,651	$11.0B	2.84%
8	MSFTMICROSOFT CORP COM	30,698	$7.9B	2.03%
9	DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF	262,226	$6.1B	1.58%
10	VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF	113,178	$5.4B	1.39%
11	GSIEGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF	176,789	$4.9B	1.27%
12	VWOVANGUARD FTSE EMERGING MARKETS ETF	114,279	$4.8B	1.23%
13	VGITVANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF	76,209	$4.7B	1.20%
14	SCHDSCHWAB US DIVIDEND EQUITY ETF	63,323	$4.5B	1.17%
15	MGVVANGUARD MEGA CAP VALUE ETF	44,118	$4.2B	1.09%
16	NSPINSPERITY INC COM	40,820	$4.1B	1.05%
17	VOEVANGUARD MID-CAP VALUE INDEX FUND	30,969	$4.0B	1.03%
18	VUGVANGUARD GROWTH INDEX FUND	17,019	$3.8B	0.98%
19	DFUVDIMENSIONAL US MARKETWIDE VALUE ETF	117,927	$3.7B	0.96%
20	VBVANGUARD SMALL-CAP INDEX FUND	20,816	$3.7B	0.94%
21	MGKVANGUARD MEGA CAP GROWTH ETF	19,844	$3.6B	0.93%
22	DFUSDIMENSIONAL U.S. EQUITY ETF	82,570	$3.4B	0.87%
23	AMZNAMAZON COM INC COM	31,193	$3.3B	0.85%
24	VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	40,140	$3.2B	0.83%
25	SDYSPDR S&P DIVIDEND ETF	26,842	$3.2B	0.82%
26	VTVVANGUARD VALUE INDEX FUND	24,111	$3.2B	0.82%
27	AVUSAVANTIS U.S. EQUITY ETF	46,719	$3.0B	0.78%
28	DFIVDIMENSIONAL INTERNATIONAL VALUE ETF	97,685	$2.8B	0.73%
29	VBRVANGUARD SMALL-CAP VALUE INDEX FUND	18,334	$2.7B	0.71%
30	SFBSSERVISFIRST BANCSHARES INC COM	34,378	$2.7B	0.70%
31	GOOGLALPHABET INC CAP STK CL A	1,216	$2.7B	0.68%
32	CDCVICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF	37,492	$2.5B	0.64%
33	IVVISHARES CORE S&P 500 ETF	6,247	$2.4B	0.61%
34	AVIGAMERICAN CENTY ETF TR AVANTIS CORE FI	51,139	$2.2B	0.57%
35	IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF	80,498	$2.2B	0.56%
36	GOOGALPHABET INC CAP STK CL C	985	$2.2B	0.56%
37	EFVISHARES MSCI EAFE VALUE ETF	48,139	$2.1B	0.54%
38	BSVVANGUARD SHORT-TERM BOND INDEX FUND	26,640	$2.0B	0.53%
39	JPMJPMORGAN CHASE & CO COM	17,473	$2.0B	0.51%
40	VNLAJANUS HENDERSON SHORT DURATION INCOME ETF	39,533	$1.9B	0.50%
41	EFAISHARES MSCI EAFE ETF	29,777	$1.9B	0.48%
42	ESGUISHARES ESG AWARE MSCI USA ETF	21,966	$1.8B	0.48%
43	UNHUNITEDHEALTH GROUP INC COM	3,587	$1.8B	0.47%
44	VVISA INC COM CL A	9,146	$1.8B	0.46%
45	JNJJOHNSON & JOHNSON COM	9,736	$1.7B	0.45%
46	VGSHVANGUARD SHORT-TERM GOVERNMENT BOND ETF	28,782	$1.7B	0.44%
47	BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF	34,096	$1.7B	0.44%
48	DFATDIMENSIONAL U.S. TARGETED VALUE ETF	41,767	$1.7B	0.43%
49	HDHOME DEPOT INC COM	5,895	$1.6B	0.42%
50	SCHRSCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF	30,703	$1.6B	0.41%
51	BIBLINSPIRE 100 ESG ETF	53,388	$1.6B	0.40%
52	AVSFAVANTIS CORE FIXED INCOME ETF	32,765	$1.5B	0.40%
53	AVDEAVANTIS INTERNATIONAL EQUITY ETF	29,205	$1.5B	0.38%
54	VTVANGUARD TOTAL WORLD STOCK INDEX FUND	17,348	$1.5B	0.38%
55	DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	68,166	$1.5B	0.38%
56	AVUVAVANTIS U.S. SMALL CAP VALUE ETF	19,479	$1.3B	0.34%
57	LLYLILLY ELI & CO COM	3,739	$1.2B	0.31%
58	KOCOCA COLA CO COM	18,387	$1.2B	0.30%
59	CVXCHEVRON CORP NEW COM	7,875	$1.1B	0.29%
60	AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF	21,511	$1.1B	0.29%
61	VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF	21,889	$1.1B	0.29%
62	METAMETA PLATFORMS INC CL A	6,969	$1.1B	0.29%
63	VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	19,063	$1.1B	0.29%
64	CFOVICTORYSHARES U.S. 500 ENHANCED VOLATILITY WTD INDEX ETF	17,449	$1.1B	0.29%
65	TPLCTIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF	45,639	$1.1B	0.29%
66	AVEMAVANTIS EMERGING MARKETS EQUITY ETF	21,486	$1.1B	0.29%
67	MRSHMARSH & MCLENNAN COS INC COM	7,162	$1.1B	0.29%
68	AVGOBROADCOM INC COM	2,275	$1.1B	0.28%
69	IUSBISHARES CORE TOTAL USD BOND MARKET ETF	22,543	$1.1B	0.27%
70	PGPROCTER AND GAMBLE CO COM	7,305	$1.1B	0.27%
71	VOTVANGUARD MID-CAP GROWTH INDEX FUND	5,904	$1.0B	0.27%
72	CMCSACOMCAST CORP NEW CL A	26,345	$1.0B	0.27%
73	SPYSPDR S&P 500 ETF	2,597	$980.0M	0.25%
74	XOMEXXON MOBIL CORP COM	11,426	$978.0M	0.25%
75	DFASDIMENSIONAL U.S. SMALL CAP ETF	20,219	$971.0M	0.25%
76	WRBBERKLEY W R CORP COM	13,994	$955.0M	0.25%
77	TSLATESLA INC COM	1,415	$953.0M	0.25%
78	USBUS BANCORP DEL COM NEW	20,102	$926.0M	0.24%
79	UNPUNION PAC CORP COM	4,232	$902.0M	0.23%
80	ABBVABBVIE INC COM	5,665	$868.0M	0.22%
81	VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	8,411	$868.0M	0.22%
82	CBCHUBB LIMITED COM	4,364	$858.0M	0.22%
83	LINLINDE PLC SHS	2,910	$836.0M	0.22%
84	SOSOUTHERN CO COM	11,706	$835.0M	0.22%
85	TFCTRUIST FINL CORP COM	17,498	$830.0M	0.21%
86	SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF	7,903	$827.0M	0.21%
87	UPSUNITED PARCEL SERVICE INC CL B	4,499	$822.0M	0.21%
88	TXNTEXAS INSTRS INC COM	5,354	$822.0M	0.21%
89	LPLALPL FINL HLDGS INC COM	4,449	$821.0M	0.21%
90	MCDMCDONALDS CORP COM	3,275	$808.0M	0.21%
91	EOGEOG RES INC COM	7,228	$798.0M	0.21%
92	MDTMEDTRONIC PLC SHS	8,705	$782.0M	0.20%
93	ABTABBOTT LABS COM	7,178	$780.0M	0.20%
94	ISMDINSPIRE SMALL/MID CAP ESG ETF	27,181	$776.0M	0.20%
95	POOLPOOL CORP COM	2,187	$768.0M	0.20%
96	IJHISHARES S&P MIDCAP FUND	3,369	$762.0M	0.20%
97	VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF	12,398	$760.0M	0.20%
98	ZBRAZEBRA TECHNOLOGIES CORPORATION CL A	2,492	$733.0M	0.19%
99	LMTLOCKHEED MARTIN CORP COM	1,691	$727.0M	0.19%
100	VYMVANGUARD HIGH DIVIDEND YIELD ETF	7,133	$725.0M	0.19%

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