Financial Life Advisors

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

  • Top 5 stock holdings are IGIB, IEFA, IVE, VMBS, IVW, and represent 50.87% of Financial Life Advisors's stock portfolio.
  • Added to shares of these 10 stocks: TLT (+$12M), VGLT, IGIB, IEFA, IVE, VMBS, NEAR, EMB, IVW, USMV.
  • Started 3 new stock positions in TLT, DELL, VGLT.
  • Reduced shares in these 10 stocks: SCHP, VUG, VTV, EFG, VBK, IJR, IWM, VOT, IWR, VPL.
  • Sold out of its positions in EFG.
  • Financial Life Advisors was a net buyer of stock by $17M.
  • Financial Life Advisors has $215M in assets under management (AUM), dropping by 11.20%.
  • Central Index Key (CIK): 0001730813

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Portfolio Holdings for Financial Life Advisors

Companies in the Financial Life Advisors portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Ishs 5-10yr Invt (IGIB) 14.0 $30M +3% 508k 59.23
Ishares Tr Core Msci Eafe (IEFA) 11.8 $25M +3% 351k 72.05
Ishares Tr S&p 500 Val Etf (IVE) 9.9 $21M +3% 151k 141.24
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 8.1 $17M +3% 326k 53.37
Ishares Tr S&p 500 Grwt Etf (IVW) 7.1 $15M 234k 65.11
Ishares Tr 20 Yr Tr Bd Etf (TLT) 5.4 $12M NEW 86k 135.45
Ishares Tr Jpmorgan Usd Emg (EMB) 5.1 $11M +3% 101k 108.88
Ishares Core Msci Emkt (IEMG) 4.3 $9.2M 143k 64.36
Vanguard Index Fds Growth Etf (VUG) 4.0 $8.5M -4% 33k 257.05
Ishares U S Etf Tr Blackrock St Mat (NEAR) 3.8 $8.1M +4% 161k 50.19
Ishares Tr Msci Usa Min Vol (USMV) 3.6 $7.8M +3% 113k 69.19
Vanguard Index Fds Value Etf (VTV) 3.0 $6.5M -5% 49k 131.45
Ishares Tr Msci Usa Mmentm (MTUM) 2.5 $5.5M 34k 160.85
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.2 $4.7M 97k 49.11

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Ishares Tr Core S&p Mcp Etf (IJH) 1.9 $4.1M 16k 260.24
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $4.0M -3% 37k 108.52
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.5 $3.3M NEW 39k 82.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $2.0M 38k 52.06
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $1.6M -20% 26k 61.16
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.2M 5.4k 221.37
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.5 $980k -4% 12k 81.65
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $973k -7% 4.5k 214.55
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $970k -3% 18k 54.70
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $957k 15k 63.01
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $949k -13% 3.5k 274.67
Vanguard Index Fds Small Cp Etf (VB) 0.4 $852k -5% 4.0k 214.07
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $807k 6.0k 134.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $742k 4.5k 165.70
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $647k -6% 5.0k 129.84
Amazon (AMZN) 0.3 $640k 207.00 3091.79
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $620k 20k 31.78
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $613k -3% 4.9k 125.41
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.3 $548k 21k 26.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $546k -6% 6.4k 84.76
Ishares Tr Core Msci Euro (IEUR) 0.2 $466k 8.6k 53.92
Ishares Tr Russell 2000 Etf (IWM) 0.2 $456k -16% 2.1k 220.82
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $423k +10% 8.0k 53.09
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $413k +26% 5.0k 82.25
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $367k 3.9k 93.08
Ishares Tr Core Msci Pac (IPAC) 0.2 $356k 5.4k 66.54
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $345k +26% 6.4k 53.91
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $343k -3% 6.4k 53.29
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $337k -15% 4.6k 74.00
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $302k -3% 3.0k 101.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $290k 1.4k 206.55
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $258k 2.6k 99.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $258k 650.00 396.92
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $256k 9.5k 26.98
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $240k 2.5k 96.00
Dell Technologies CL C (DELL) 0.1 $212k NEW 2.4k 88.04
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $205k -2% 571.00 359.02
Swedish Expt Cr Corp Rog Ttl Etn 22 (RJI) 0.1 $181k +26% 33k 5.48

Past Filings by Financial Life Advisors

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