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Financial Life Advisors

Latest statistics and disclosures from Financial Life Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVW, IVE, SCHZ, IUSB, SPMB, and represent 49.23% of Financial Life Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHZ, DYNF, IVW, IVE, SPMB, IUSB, EMXC, TLH, EFG, EFV.
Reduced shares in these 10 stocks: LQD, , , DGRO, IGRO, FALN, MBB, USMV, VYM, .
Sold out of its positions in LQD, MBB, QLTA, DGRO, FALN, IGRO, SPBO, SPTL, VYM.
Financial Life Advisors was a net buyer of stock by $6.9M.
Financial Life Advisors has $265M in assets under management (AUM), dropping by 7.45%.
Central Index Key (CIK): 0001730813

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Positions held by Financial Life Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 48 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Grwt Etf (IVW)	13.7	$36M	+4%	378k	95.75	View chart
Ishares Tr S&p 500 Val Etf (IVE)	11.6	$31M	+4%	156k	197.17	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	10.3	$27M	+7%	575k	47.52	View chart
Ishares Tr Core Total Usd (IUSB)	7.5	$20M	+5%	419k	47.12	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	6.2	$16M	+6%	724k	22.53	View chart
Ishares Tr Eafe Value Etf (EFV)	4.7	$13M	+2%	218k	57.53	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	4.6	$12M	+16%	245k	49.47	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	4.4	$12M	+5%	106k	109.33	View chart
Ishares Tr Eafe Grwth Etf (EFG)	4.0	$11M	+3%	97k	107.65	View chart
Vanguard Index Fds Growth Etf (VUG)	3.9	$10M		27k	383.93	View chart
Ishares Msci Emrg Chn (EMXC)	3.9	$10M	+8%	170k	61.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.1	$8.2M	+4%	46k	179.30	View chart
Ishares Tr U.s. Tech Etf (IYW)	3.0	$7.9M	+3%	52k	151.62	View chart
Ishares Tr S&p 100 Etf (OEF)	2.7	$7.1M	+3%	26k	276.76	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.5	$6.7M	+3%	128k	52.66	View chart
Vanguard Index Fds Value Etf (VTV)	2.5	$6.5M		37k	174.57	View chart
Ishares Tr National Mun Etf (MUB)	2.1	$5.5M	-2%	50k	108.63	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.6	$4.3M		84k	51.12	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	1.2	$3.0M		57k	53.53	View chart
Ishares Tr Global Energ Etf (IXC)	0.8	$2.1M	+5%	51k	40.48	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.6	$1.7M	+11%	48k	35.42	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$1.7M	-12%	18k	91.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.4M	-8%	27k	52.81	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.5	$1.3M		28k	46.83	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$885k		8.5k	104.18	View chart
Encompass Health Corp (EHC)	0.3	$841k		8.7k	96.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$720k	-8%	15k	47.85	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$580k	-5%	5.5k	106.19	View chart
Amazon (AMZN)	0.2	$558k		3.0k	186.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$427k		5.5k	78.05	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$421k		2.1k	202.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$409k		713.00	573.76	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$408k		695.00	586.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$347k		602.00	576.82	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$340k	-6%	5.9k	57.41	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$339k		5.0k	67.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$330k	-9%	2.8k	116.96	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$319k		3.9k	82.63	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$310k		4.0k	78.37	View chart
Apple (AAPL)	0.1	$294k		1.3k	233.00	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$276k		2.5k	110.63	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$261k		5.5k	47.21	View chart
Exxon Mobil Corporation (XOM)	0.1	$261k		2.2k	117.22	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$252k	+9%	4.9k	51.04	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$230k		970.00	237.21	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$229k	-23%	3.7k	62.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$215k		758.00	283.16	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$215k		2.6k	83.63	View chart

Past Filings by Financial Life Advisors

SEC 13F filings are viewable for Financial Life Advisors going back to 2017

Financial Life Advisors 2024 Q3 filed Oct. 21, 2024
Financial Life Advisors 2024 Q2 filed Aug. 9, 2024
Financial Life Advisors 2024 Q1 filed April 18, 2024
Financial Life Advisors 2023 Q4 filed March 19, 2024
Financial Life Advisors 2023 Q3 filed Nov. 1, 2023
Financial Life Advisors 2023 Q2 filed July 18, 2023
Financial Life Advisors 2023 Q1 filed April 26, 2023
Financial Life Advisors 2022 Q4 filed Feb. 7, 2023
Financial Life Advisors 2022 Q3 filed Oct. 28, 2022
Financial Life Advisors 2022 Q2 filed July 22, 2022
Financial Life Advisors 2022 Q1 filed April 20, 2022
Financial Life Advisors 2021 Q4 filed Jan. 31, 2022
Financial Life Advisors 2021 Q3 filed Oct. 29, 2021
Financial Life Advisors 2021 Q2 filed Aug. 9, 2021
Financial Life Advisors 2021 Q1 filed May 12, 2021
Financial Life Advisors 2020 Q4 filed Feb. 9, 2021

View all past filings

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