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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 IVE, IVW, SCHZ, IUSB, SPMB, and represent 39.22% of Financial Life Advisors's stock portfolio.
Added to shares of these 10 stocks: SPMB (+$12M), EMB, ESGE, IYW, SPBO, QLTA, MTUM, EFG, IVE, EFV.
Started 8 new stock positions in NULG, EHC, IYW, IVV, SPBO, SPMB, AMZN, QLTA.
Reduced shares in these 10 stocks: IUSB (-$5.2M), SCHZ, EEMV, VLUE, , FLOT, VTIP, COMT, ICVT, IEFA.
Sold out of its positions in PFF, COMT, VLUE, SHYG, ICVT, SUSC, SPLB, BILS, VTIP.
Financial Life Advisors was a net buyer of stock by $6.5M.
Financial Life Advisors has $233M in assets under management (AUM), dropping by 7.29%.
Central Index Key (CIK): 0001730813

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Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 69 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Val Etf (IVE)	11.4	$27M	+5%	175k	151.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	10.5	$24M	+3%	382k	63.89	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	7.1	$17M	-19%	351k	46.91	View chart
Ishares Tr Core Total Usd (IUSB)	5.2	$12M	-30%	263k	46.15	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	5.0	$12M	NEW	525k	22.18	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	4.8	$11M	+4%	219k	50.54	View chart
Ishares Tr Eafe Value Etf (EFV)	4.2	$9.7M	+12%	200k	48.53	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	3.4	$7.9M		257k	30.88	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.3	$7.7M	+32%	83k	93.68	View chart
Vanguard Index Fds Growth Etf (VUG)	3.1	$7.3M		29k	249.44	View chart
Vanguard Index Fds Value Etf (VTV)	2.8	$6.5M		47k	138.11	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.5	$5.9M	+183%	69k	86.28	View chart
Ishares Esg Awr Msci Em (ESGE)	2.4	$5.7M	+100%	181k	31.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.2	$5.1M	-20%	77k	66.85	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	2.2	$5.1M	-19%	99k	51.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.1	$4.8M	-5%	66k	72.74	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.7	$3.9M	+32%	36k	109.61	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.7	$3.9M	+104%	28k	139.04	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.7	$3.9M	+9%	52k	75.55	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$3.8M	+30%	35k	107.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$3.6M	-6%	80k	45.17	View chart
Ishares Tr Us Hlthcare Etf (IYH)	1.3	$3.0M	+15%	11k	273.07	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.2	$2.8M	NEW	30k	92.81	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	1.2	$2.7M	NEW	94k	29.25	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.2	$2.7M	-16%	59k	46.55	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$2.5M	+21%	49k	50.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$2.1M	+90%	52k	40.40	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.9	$2.1M	NEW	44k	47.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$1.7M	-43%	17k	96.70	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$1.6M	-10%	15k	106.37	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$1.5M	-25%	31k	48.79	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.7	$1.5M		25k	60.62	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.6	$1.5M		39k	38.00	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$1.3M	+5%	13k	104.68	View chart
Ishares U S Etf Tr Blackrock St Mat (NEAR)	0.5	$1.3M	-12%	25k	49.60	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$1.2M	+301%	13k	99.12	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$1.2M		24k	49.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.2M	-18%	4.6k	250.16	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.1M		12k	99.64	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.4	$1.0M	-11%	16k	65.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.0M		14k	73.83	View chart
Ishares Tr Faln Angls Usd (FALN)	0.4	$962k	+3%	38k	25.27	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$669k		11k	60.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$622k	-64%	3.3k	189.56	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$572k		8.8k	65.17	View chart
Encompass Health Corp (EHC)	0.2	$556k	NEW	10k	54.10	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.2	$477k	-3%	25k	19.18	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.2	$473k	-5%	3.5k	136.80	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$427k		2.7k	158.76	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.2	$425k		6.3k	67.82	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$398k	-9%	1.9k	210.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$393k		959.00	409.39	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$358k		3.2k	110.50	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$347k	-7%	1.8k	194.89	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$273k	-25%	708.00	385.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$259k	-4%	1.5k	178.40	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$259k	-88%	5.1k	50.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$258k	NEW	628.00	411.08	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$258k	-2%	3.4k	76.23	View chart
Amazon (AMZN)	0.1	$254k	NEW	2.5k	103.29	View chart
Exxon Mobil Corporation (XOM)	0.1	$251k	-8%	2.3k	109.66	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$244k	-54%	1.1k	216.41	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$242k	-93%	4.4k	54.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$242k		5.0k	48.37	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$241k	-31%	1.8k	134.07	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$238k	+5%	2.5k	94.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$225k		1.1k	204.10	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$219k		2.2k	99.23	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$218k	NEW	3.9k	55.74	View chart

Past Filings by Financial Life Advisors

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

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
Financial Life Advisors 2020 Q3 filed Oct. 29, 2020
Financial Life Advisors 2020 Q2 filed July 9, 2020
Financial Life Advisors 2020 Q1 filed May 27, 2020
Financial Life Advisors 2019 Q4 filed Jan. 27, 2020
Financial Life Advisors 2019 Q3 filed Nov. 5, 2019
Financial Life Advisors 2019 Q2 filed July 29, 2019

View all past filings

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