Financial Life Advisors

Financial Life Advisors as of March 31, 2023

Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 69 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Val Etf (IVE) 11.4 $27M 175k 151.76
Ishares Tr S&p 500 Grwt Etf (IVW) 10.5 $24M 382k 63.89
Schwab Strategic Tr Us Aggregate B (SCHZ) 7.1 $17M 351k 46.91
Ishares Tr Core Total Usd (IUSB) 5.2 $12M 263k 46.15
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 5.0 $12M 525k 22.18
Ishares Tr Ishs 1-5yr Invs (IGSB) 4.8 $11M 219k 50.54
Ishares Tr Eafe Value Etf (EFV) 4.2 $9.7M 200k 48.53
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 3.4 $7.9M 257k 30.88
Ishares Tr Eafe Grwth Etf (EFG) 3.3 $7.7M 83k 93.68
Vanguard Index Fds Growth Etf (VUG) 3.1 $7.3M 29k 249.44
Vanguard Index Fds Value Etf (VTV) 2.8 $6.5M 47k 138.11
Ishares Tr Jpmorgan Usd Emg (EMB) 2.5 $5.9M 69k 86.28
Ishares Esg Awr Msci Em (ESGE) 2.4 $5.7M 181k 31.48
Ishares Tr Core Msci Eafe (IEFA) 2.2 $5.1M 77k 66.85
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.2 $5.1M 99k 51.28
Ishares Tr Msci Usa Min Vol (USMV) 2.1 $4.8M 66k 72.74
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.7 $3.9M 36k 109.61
Ishares Tr Msci Usa Mmentm (MTUM) 1.7 $3.9M 28k 139.04
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.7 $3.9M 52k 75.55
Ishares Tr National Mun Etf (MUB) 1.6 $3.8M 35k 107.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $3.6M 80k 45.17
Ishares Tr Us Hlthcare Etf (IYH) 1.3 $3.0M 11k 273.07
Ishares Tr U.s. Tech Etf (IYW) 1.2 $2.8M 30k 92.81
Spdr Ser Tr Portfolio Crport (SPBO) 1.2 $2.7M 94k 29.25
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.2 $2.7M 59k 46.55
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $2.5M 49k 50.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $2.1M 52k 40.40
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.9 $2.1M 44k 47.84
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.7M 17k 96.70
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $1.6M 15k 106.37
Ishares Core Msci Emkt (IEMG) 0.7 $1.5M 31k 48.79
Ishares Tr Intl Div Grwth (IGRO) 0.7 $1.5M 25k 60.62
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.6 $1.5M 39k 38.00
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $1.3M 13k 104.68
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.5 $1.3M 25k 49.60
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $1.2M 13k 99.12
Ishares Tr Core Div Grwth (DGRO) 0.5 $1.2M 24k 49.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.2M 4.6k 250.16
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.1M 12k 99.64
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.4 $1.0M 16k 65.51
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.0M 14k 73.83
Ishares Tr Faln Angls Usd (FALN) 0.4 $962k 38k 25.27
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $669k 11k 60.95
Vanguard Index Fds Small Cp Etf (VB) 0.3 $622k 3.3k 189.56
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $572k 8.8k 65.17
Encompass Health Corp (EHC) 0.2 $556k 10k 54.10
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.2 $477k 25k 19.18
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $473k 3.5k 136.80
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $427k 2.7k 158.76
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.2 $425k 6.3k 67.82
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $398k 1.9k 210.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $393k 959.00 409.39
Ishares Tr Short Treas Bd (SHV) 0.2 $358k 3.2k 110.50
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $347k 1.8k 194.89
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $273k 708.00 385.47
Ishares Tr Russell 2000 Etf (IWM) 0.1 $259k 1.5k 178.40
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $259k 5.1k 50.39
Ishares Tr Core S&p500 Etf (IVV) 0.1 $258k 628.00 411.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $258k 3.4k 76.23
Amazon (AMZN) 0.1 $254k 2.5k 103.29
Exxon Mobil Corporation (XOM) 0.1 $251k 2.3k 109.66
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $244k 1.1k 216.41
Ishares Msci Emerg Mrkt (EEMV) 0.1 $242k 4.4k 54.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $242k 5.0k 48.37
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $241k 1.8k 134.07
Ishares Tr Mbs Etf (MBB) 0.1 $238k 2.5k 94.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $225k 1.1k 204.10
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $219k 2.2k 99.23
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $218k 3.9k 55.74