Financial Life Advisors

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

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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 58 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 13.2 $31M -7% 409k 75.10
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Ishares Tr S&p 500 Val Etf (IVE) 11.4 $26M -14% 152k 173.89
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Schwab Strategic Tr Us Aggregate B (SCHZ) 9.6 $22M -9% 477k 46.62
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Ishares Tr Core Total Usd (IUSB) 7.2 $17M -10% 364k 46.07
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Spdr Ser Tr Port Mtg Bk Etf (SPMB) 5.5 $13M -7% 583k 22.07
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Ishares Tr Eafe Value Etf (EFV) 5.5 $13M -6% 243k 52.10
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Ishares Tr Eafe Grwth Etf (EFG) 4.0 $9.3M -28% 96k 96.85
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Vanguard Index Fds Growth Etf (VUG) 3.8 $8.8M -4% 28k 310.88
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Ishares Tr Ishs 1-5yr Invs (IGSB) 3.5 $8.2M -38% 161k 51.27
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Ishares Tr 10-20 Yr Trs Etf (TLH) 3.4 $7.9M NEW 73k 108.26
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Ishares Msci Emrg Chn (EMXC) 2.9 $6.7M NEW 121k 55.41
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Vanguard Index Fds Value Etf (VTV) 2.7 $6.2M -8% 42k 149.50
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Ishares Tr National Mun Etf (MUB) 2.5 $5.9M -17% 54k 108.41
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Ishares Tr U.s. Tech Etf (IYW) 2.5 $5.8M +32% 47k 122.75
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Ishares Tr Msci Usa Qlt Fct (QUAL) 2.3 $5.2M NEW 36k 147.14
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Ishares Tr Msci Usa Min Vol (USMV) 2.2 $5.1M -25% 66k 78.03
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Ishares Tr S&p 100 Etf (OEF) 1.9 $4.5M NEW 20k 223.39
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $4.3M -9% 85k 51.05
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Ishares Tr Iboxx Inv Cp Etf (LQD) 1.4 $3.2M -11% 29k 110.66
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Spdr Ser Tr Portfolio Crport (SPBO) 0.9 $2.2M -9% 74k 29.41
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Ishares Tr Faln Angls Usd (FALN) 0.7 $1.7M +60% 66k 26.40
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Ishares Tr A Rate Cp Bd Etf (QLTA) 0.7 $1.7M -5% 36k 48.13
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $1.7M -47% 22k 77.39
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.7 $1.6M -72% 56k 29.02
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Ishares Tr Core Div Grwth (DGRO) 0.7 $1.6M -6% 30k 53.82
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.6M -31% 34k 47.90
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Ishares Tr Intl Div Grwth (IGRO) 0.6 $1.5M -7% 23k 64.57
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.6 $1.4M NEW 29k 47.00
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Ishares Tr Global Energ Etf (IXC) 0.6 $1.4M NEW 35k 39.11
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Ishares Tr Mbs Etf (MBB) 0.6 $1.3M -12% 14k 94.08
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Ishares Esg Awr Msci Em (ESGE) 0.4 $853k -87% 27k 32.06
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Ishares Tr Us Hlthcare Etf (IYH) 0.3 $810k -80% 2.8k 286.24
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $706k 8.5k 82.96
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $666k -54% 16k 41.10
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $645k -4% 5.8k 111.63
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Encompass Health Corp (EHC) 0.3 $633k -3% 9.5k 66.72
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $559k -39% 7.9k 70.35
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $470k -76% 4.5k 105.43
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $441k -9% 11k 39.19
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Amazon (AMZN) 0.2 $438k 2.9k 151.94
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $438k -45% 2.8k 156.89
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Ishares Core Msci Emkt (IEMG) 0.2 $422k -20% 8.3k 50.58
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $377k -11% 2.6k 145.01
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $375k -17% 3.5k 108.25
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $370k -23% 1.7k 213.33
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $367k -6% 772.00 475.31
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $336k 695.00 484.00
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $302k NEW 4.0k 76.38
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $288k 602.00 477.63
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $282k 5.0k 56.40
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $271k +9% 5.8k 46.36
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $268k 3.9k 69.47
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Ishares Tr Short Treas Bd (SHV) 0.1 $267k -25% 2.4k 110.13
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $263k -12% 947.00 277.15
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $253k -42% 5.0k 50.62
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $250k -21% 1.1k 232.64
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Exxon Mobil Corporation (XOM) 0.1 $218k 2.2k 99.98
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Apple (AAPL) 0.1 $212k NEW 1.1k 192.53
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Past Filings by Financial Life Advisors

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

View all past filings