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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 48.61% of Financial Life Advisors's stock portfolio.
Added to shares of these 10 stocks: TLH, SPMB, SCHZ, IUSB, EMXC, QUAL, OEF, BINC, IXC, IYW.
Started 3 new stock positions in EFA, BINC, VTI.
Reduced shares in these 10 stocks: LQD, IVW, SPTL, QLTA, SPBO, DGRO, MBB, IGRO, HYG, EFG.
Sold out of its position in SPYD.
Financial Life Advisors was a net seller of stock by $-3.3M.
Financial Life Advisors has $239M in assets under management (AUM), dropping by 2.86%.
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 60 positions in its portfolio as reported in the March 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)	14.0	$33M	-3%	396k	84.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	11.7	$28M		150k	186.81	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	9.7	$23M	+5%	503k	46.00	View chart
Ishares Tr Core Total Usd (IUSB)	7.4	$18M	+6%	387k	45.59	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	5.8	$14M	+10%	641k	21.72	View chart
Ishares Tr Eafe Value Etf (EFV)	5.5	$13M		240k	54.40	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	4.0	$9.7M	+26%	92k	105.03	View chart
Vanguard Index Fds Growth Etf (VUG)	4.0	$9.6M		28k	344.20	View chart
Ishares Tr Eafe Grwth Etf (EFG)	4.0	$9.5M	-4%	91k	103.79	View chart
Ishares Msci Emrg Chn (EMXC)	3.3	$7.9M	+13%	137k	57.57	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.3	$7.8M	-5%	152k	51.28	View chart
Ishares Tr U.s. Tech Etf (IYW)	2.8	$6.6M	+4%	49k	135.06	View chart
Vanguard Index Fds Value Etf (VTV)	2.8	$6.6M	-2%	41k	162.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.7	$6.5M	+11%	40k	164.35	View chart
Ishares Tr National Mun Etf (MUB)	2.4	$5.6M	-4%	52k	107.60	View chart
Ishares Tr S&p 100 Etf (OEF)	2.3	$5.6M	+11%	23k	247.41	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.2	$5.2M	-4%	63k	83.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.8	$4.2M		84k	50.60	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.8	$1.8M	-41%	17k	108.92	View chart
Ishares Tr Global Energ Etf (IXC)	0.8	$1.8M	+20%	42k	42.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.6M	-2%	33k	50.17	View chart
Ishares Tr Faln Angls Usd (FALN)	0.6	$1.4M	-20%	52k	26.86	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.5	$1.3M	-6%	28k	46.48	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.5	$1.3M	-41%	43k	29.11	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$969k	-43%	13k	77.73	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$875k	-50%	15k	58.06	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$863k	+27%	21k	41.77	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$789k		8.5k	92.72	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.3	$753k	-50%	11k	67.36	View chart
Encompass Health Corp (EHC)	0.3	$717k	-8%	8.7k	82.58	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.3	$638k	-62%	13k	47.48	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.2	$545k	NEW	10k	52.46	View chart
Amazon (AMZN)	0.2	$540k	+3%	3.0k	180.38	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$496k	-68%	18k	27.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$482k	-18%	6.5k	74.22	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$480k	+2%	4.6k	104.73	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$478k	-8%	2.6k	187.35	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$456k	-64%	4.9k	92.42	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$416k	-51%	13k	32.23	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$382k	-5%	730.00	523.07	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$380k	-45%	3.1k	120.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$377k		3.4k	110.52	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$367k	-14%	7.1k	51.60	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$364k		695.00	524.34	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.1	$329k	-18%	2.1k	155.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$317k		602.00	525.73	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$310k		5.0k	62.06	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$299k		4.0k	75.40	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$295k		3.9k	76.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$293k	+408%	4.8k	60.74	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$289k	+64%	4.7k	61.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$287k	-27%	1.3k	228.59	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$268k		2.4k	110.54	View chart
Exxon Mobil Corporation (XOM)	0.1	$258k	+2%	2.2k	116.24	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$256k	-3%	5.6k	45.61	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$256k		5.0k	51.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$217k	NEW	836.00	259.90	View chart
Apple (AAPL)	0.1	$217k	+14%	1.3k	171.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$212k	-21%	849.00	249.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$205k	NEW	2.6k	79.86	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 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
Financial Life Advisors 2020 Q3 filed Oct. 29, 2020
Financial Life Advisors 2020 Q2 filed July 9, 2020

View all past filings

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