Financial Life Advisors

Financial Life Advisors as of June 30, 2021

Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 56 positions in its portfolio as reported in the June 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 $32M 535k 60.52
Ishares Tr Core Msci Eafe (IEFA) 11.5 $27M 358k 74.86
Ishares Tr S&p 500 Val Etf (IVE) 9.7 $23M 153k 147.64
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 8.0 $19M 347k 53.37
Ishares Tr S&p 500 Grwt Etf (IVW) 7.4 $17M 237k 72.73
Ishares Tr 20 Yr Tr Bd Etf (TLT) 7.1 $17M 115k 144.35
Ishares Tr Jpmorgan Usd Emg (EMB) 5.2 $12M 107k 112.47
Ishares Core Msci Emkt (IEMG) 4.3 $10M 150k 66.99
Vanguard Index Fds Growth Etf (VUG) 3.8 $8.9M 31k 286.81
Ishares U S Etf Tr Blackrock St Mat (NEAR) 3.7 $8.7M 173k 50.16
Ishares Tr Msci Usa Min Vol (USMV) 3.7 $8.5M 116k 73.61
Vanguard Index Fds Value Etf (VTV) 2.7 $6.3M 46k 137.47
Ishares Tr Msci Usa Mmentm (MTUM) 2.7 $6.2M 36k 173.44
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.1 $4.8M 94k 51.52
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $4.2M 37k 112.98
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $4.0M 15k 268.72
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.8 $2.0M 22k 87.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $1.9M 36k 54.32
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $1.5M 24k 62.51
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.2M 5.1k 237.33
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.4 $988k 12k 82.31
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $977k 4.1k 236.28
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $907k 14k 67.29
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $904k 3.1k 289.65
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $901k 16k 54.82
Vanguard Index Fds Small Cp Etf (VB) 0.4 $850k 3.8k 225.17
Amazon (AMZN) 0.4 $833k 242.00 3442.15
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $777k 5.5k 140.46
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $697k 4.8k 145.97
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $683k 3.9k 173.70
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $627k 4.7k 133.15
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $590k 18k 32.88
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.2 $565k 21k 27.60
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $553k 6.4k 85.84
Ishares Tr Russell 2000 Etf (IWM) 0.2 $474k 2.1k 229.54
Ishares Tr Core Msci Euro (IEUR) 0.2 $450k 7.9k 57.27
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $442k 7.4k 59.38
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $413k 5.0k 82.25
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $375k 3.9k 95.11
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $361k 4.6k 79.27
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $355k 6.4k 55.15
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $349k 6.4k 54.54
Ishares Tr Core Msci Pac (IPAC) 0.1 $344k 5.2k 66.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $313k 1.4k 222.93
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $312k 2.8k 113.25
Apple (AAPL) 0.1 $280k 2.0k 137.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $278k 650.00 427.69
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $263k 9.5k 27.72
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $260k 2.5k 104.00
Advanced Micro Devices (AMD) 0.1 $246k 2.6k 94.11
Dell Technologies CL C (DELL) 0.1 $240k 2.4k 99.67
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $225k 565.00 398.23
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $220k 2.1k 104.22
Ishares Tr Msci Eafe Etf (EFA) 0.1 $202k 2.6k 78.75
Swedish Expt Cr Corp Rog Ttl Etn 22 0.1 $201k 32k 6.36
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $201k 2.9k 69.65