Financial Life Advisors

Financial Life Advisors as of Dec. 31, 2020

Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 50 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Ishs 5-10yr Invt (IGIB) 15.7 $30M 490k 61.79
Ishares Tr Core Msci Eafe (IEFA) 12.2 $24M 340k 69.09
Ishares Tr S&p 500 Val Etf (IVE) 9.7 $19M 146k 128.01
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 8.8 $17M 316k 54.07
Ishares Tr S&p 500 Grwt Etf (IVW) 7.6 $15M 230k 63.82
Ishares Tr Jpmorgan Usd Emg (EMB) 5.9 $11M 98k 115.91
Ishares Core Msci Emkt (IEMG) 4.6 $8.9M 143k 62.04
Vanguard Index Fds Growth Etf (VUG) 4.5 $8.8M 35k 253.32
Ishares U S Etf Tr Blackrock St Mat (NEAR) 4.0 $7.7M 154k 50.17
Ishares Tr Msci Usa Min Vol (USMV) 3.8 $7.4M 109k 67.87
Vanguard Index Fds Value Etf (VTV) 3.2 $6.2M 52k 118.95
Ishares Tr Msci Usa Mmentm (MTUM) 2.8 $5.4M 34k 161.27
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.4 $4.6M 98k 47.21
Ishares Tr Core S&p Mcp Etf (IJH) 1.9 $3.7M 16k 229.79
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $3.5M 39k 91.89
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $2.0M 32k 62.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $1.9M 39k 50.10
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.1M 5.4k 206.70
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $1.1M 4.0k 267.43
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $1.0M 4.9k 211.96
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $1.0M 18k 55.16
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.5 $1.0M 13k 79.57
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.5 $914k 15k 60.18
Vanguard Index Fds Small Cp Etf (VB) 0.4 $819k 4.2k 194.44
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $725k 6.1k 118.89
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $686k 5.3k 128.37
Amazon (AMZN) 0.3 $664k 204.00 3254.90
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $644k 4.5k 142.04
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $610k 6.9k 88.12
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $609k 20k 30.62
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $608k 5.1k 119.87
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.3 $590k 21k 28.83
Ishares Tr Russell 2000 Etf (IWM) 0.3 $483k 2.5k 195.86
Ishares Tr Core Msci Euro (IEUR) 0.2 $445k 8.7k 51.23
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $383k 3.9k 97.13
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $379k 7.2k 52.79
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $368k 5.4k 68.44
Ishares Tr Core Msci Pac (IPAC) 0.2 $344k 5.4k 64.30
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $343k 6.6k 51.61
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $329k 4.0k 82.77
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $315k 3.1k 102.57
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $282k 5.0k 55.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $273k 1.4k 194.44
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $268k 9.5k 28.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $243k 650.00 373.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $230k 2.6k 88.97
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $227k 2.3k 100.58
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $227k 2.5k 90.80
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $206k 583.00 353.34
Swedish Expt Cr Corp Rog Ttl Etn 22 0.1 $129k 26k 4.94