Financial Life Advisors

Financial Life Advisors as of Dec. 31, 2022

Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 70 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Val Etf (IVE) 11.1 $24M 166k 145.07
Ishares Tr S&p 500 Grwt Etf (IVW) 9.9 $22M 369k 58.50
Schwab Strategic Tr Us Aggregate B (SCHZ) 9.2 $20M 438k 45.65
Ishares Tr Core Total Usd (IUSB) 7.8 $17M 376k 44.93
Ishares Tr Ishs 1-5yr Invs (IGSB) 4.8 $11M 210k 49.82
Ishares Tr Eafe Value Etf (EFV) 3.8 $8.1M 178k 45.88
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 3.5 $7.6M 260k 29.03
Vanguard Index Fds Value Etf (VTV) 3.1 $6.7M 47k 140.37
Vanguard Index Fds Growth Etf (VUG) 2.9 $6.3M 29k 213.11
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.8 $6.1M 123k 49.51
Ishares Tr Core Msci Eafe (IEFA) 2.7 $6.0M 97k 61.64
Ishares Tr Eafe Grwth Etf (EFG) 2.4 $5.2M 62k 83.76
Ishares Tr Msci Usa Min Vol (USMV) 2.3 $5.0M 69k 72.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $3.6M 85k 41.97
Ishares Msci Emerg Mrkt (EEMV) 1.6 $3.5M 66k 53.05
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.6 $3.5M 47k 73.63
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.5 $3.2M 70k 45.52
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $2.9M 31k 94.64
Ishares Tr National Mun Etf (MUB) 1.3 $2.9M 27k 105.52
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.3 $2.8M 27k 105.43
Ishares Esg Awr Msci Em (ESGE) 1.3 $2.7M 90k 30.07
Ishares Tr Us Hlthcare Etf (IYH) 1.2 $2.7M 9.5k 283.71
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.0 $2.2M 44k 50.33
Ishares Tr Jpmorgan Usd Emg (EMB) 0.9 $2.0M 24k 84.59
Ishares Tr Msci Usa Value (VLUE) 0.9 $2.0M 22k 91.14
Ishares Tr Msci Usa Mmentm (MTUM) 0.9 $2.0M 14k 145.93
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.9 $2.0M 89k 22.45
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $2.0M 40k 49.49
Ishares Core Msci Emkt (IEMG) 0.9 $2.0M 42k 46.70
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $1.7M 37k 46.71
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.7M 9.3k 183.54
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $1.6M 16k 99.56
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.7 $1.6M 39k 39.58
Ishares Tr Intl Div Grwth (IGRO) 0.7 $1.5M 26k 57.63
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.7 $1.4M 29k 49.27
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.6 $1.4M 50k 28.19
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.4M 5.7k 241.89
Ishares Tr Conv Bd Etf (ICVT) 0.6 $1.4M 20k 69.47
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $1.3M 12k 104.27
Ishares Tr Core Div Grwth (DGRO) 0.6 $1.2M 24k 50.00
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.1M 12k 96.99
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.5 $1.1M 18k 61.62
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.1M 27k 38.98
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $989k 14k 71.84
Ishares Tr Faln Angls Usd (FALN) 0.4 $908k 37k 24.61
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.4 $825k 8.3k 99.29
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $608k 11k 55.44
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $537k 13k 40.89
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $499k 2.5k 200.54
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $497k 3.7k 135.63
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $496k 8.9k 55.56
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.2 $481k 26k 18.67
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $437k 14k 30.53
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $426k 2.1k 203.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $423k 2.7k 158.80
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.2 $403k 6.3k 64.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $371k 969.00 382.43
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $352k 2.6k 135.24
Ishares Tr Short Treas Bd (SHV) 0.2 $352k 3.2k 109.92
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $347k 1.9k 179.76
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $303k 950.00 319.41
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $299k 3.1k 95.78
Exxon Mobil Corporation (XOM) 0.1 $276k 2.5k 110.30
Ishares Tr Russell 2000 Etf (IWM) 0.1 $265k 1.5k 174.36
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $260k 3.5k 75.19
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $242k 11k 22.30
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $226k 5.0k 45.15
Ishares Tr Mbs Etf (MBB) 0.1 $221k 2.4k 92.75
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $214k 2.2k 96.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $211k 1.1k 191.19