Financial Life Advisors

Financial Life Advisors as of June 30, 2023

Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 60 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 12.6 $30M 428k 70.48
Ishares Tr S&p 500 Val Etf (IVE) 11.9 $29M 177k 161.19
Schwab Strategic Tr Us Aggregate B (SCHZ) 9.6 $23M 496k 46.16
Ishares Tr Core Total Usd (IUSB) 7.2 $17M 381k 45.47
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 5.5 $13M 605k 21.91
Ishares Tr Ishs 1-5yr Invs (IGSB) 5.2 $13M 250k 50.17
Ishares Tr Eafe Value Etf (EFV) 5.2 $12M 252k 48.94
Ishares Tr Eafe Grwth Etf (EFG) 5.0 $12M 126k 95.41
Vanguard Index Fds Growth Etf (VUG) 3.5 $8.4M 30k 282.96
Ishares Esg Awr Msci Em (ESGE) 2.8 $6.6M 209k 31.63
Vanguard Index Fds Value Etf (VTV) 2.8 $6.6M 46k 142.10
Ishares Tr Msci Usa Min Vol (USMV) 2.7 $6.5M 88k 74.33
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 2.4 $5.8M 195k 29.90
Ishares Tr National Mun Etf (MUB) 2.4 $5.7M 53k 106.73
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.1 $5.0M 99k 50.22
Ishares Tr U.s. Tech Etf (IYW) 1.6 $3.9M 36k 108.87
Ishares Tr Us Hlthcare Etf (IYH) 1.6 $3.9M 14k 280.25
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.5 $3.5M 32k 108.14
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.3 $3.2M 43k 75.07
Spdr Ser Tr Portfolio Crport (SPBO) 1.0 $2.4M 84k 28.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $2.3M 50k 46.18
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $2.2M 22k 104.04
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.8 $1.8M 39k 47.18
Ishares Tr Core Div Grwth (DGRO) 0.7 $1.7M 32k 51.53
Ishares Tr Mbs Etf (MBB) 0.6 $1.5M 16k 93.27
Ishares Tr Intl Div Grwth (IGRO) 0.6 $1.5M 24k 62.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.5M 36k 40.68
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.3M 19k 67.50
Ishares Tr Faln Angls Usd (FALN) 0.4 $1.1M 42k 25.37
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.1M 11k 97.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.0M 14k 72.69
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $882k 6.1k 144.25
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $736k 12k 63.53
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $714k 14k 50.57
Ishares Core Msci Emkt (IEMG) 0.3 $668k 14k 49.29
Encompass Health Corp (EHC) 0.3 $667k 9.8k 67.71
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $655k 6.2k 106.07
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $650k 8.7k 74.95
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $520k 5.2k 99.65
Vanguard Index Fds Small Cp Etf (VB) 0.2 $450k 2.3k 198.89
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $429k 8.4k 50.82
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $415k 3.0k 140.61
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $408k 11k 37.08
Amazon (AMZN) 0.2 $395k 3.0k 130.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $375k 846.00 443.28
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $360k 1.4k 261.48
Ishares Tr Short Treas Bd (SHV) 0.1 $358k 3.2k 110.45
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $347k 7.6k 45.99
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $313k 708.00 442.16
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $304k 1.4k 220.16
Ishares Tr Russell 2000 Etf (IWM) 0.1 $272k 1.5k 187.27
Ishares Tr Core S&p500 Etf (IVV) 0.1 $268k 602.00 445.71
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $262k 5.0k 52.37
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $256k 3.4k 75.66
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $245k 2.5k 96.60
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $244k 3.9k 62.21
Exxon Mobil Corporation (XOM) 0.1 $233k 2.2k 107.25
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $215k 2.2k 97.60
Apple (AAPL) 0.1 $215k 1.1k 193.97
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $212k 1.3k 165.40