Financial Life Advisors

Financial Life Advisors as of March 31, 2024

Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 60 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 14.0 $33M 396k 84.44
Ishares Tr S&p 500 Val Etf (IVE) 11.7 $28M 150k 186.81
Schwab Strategic Tr Us Aggregate B (SCHZ) 9.7 $23M 503k 46.00
Ishares Tr Core Total Usd (IUSB) 7.4 $18M 387k 45.59
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 5.8 $14M 641k 21.72
Ishares Tr Eafe Value Etf (EFV) 5.5 $13M 240k 54.40
Ishares Tr 10-20 Yr Trs Etf (TLH) 4.0 $9.7M 92k 105.03
Vanguard Index Fds Growth Etf (VUG) 4.0 $9.6M 28k 344.20
Ishares Tr Eafe Grwth Etf (EFG) 4.0 $9.5M 91k 103.79
Ishares Msci Emrg Chn (EMXC) 3.3 $7.9M 137k 57.57
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.3 $7.8M 152k 51.28
Ishares Tr U.s. Tech Etf (IYW) 2.8 $6.6M 49k 135.06
Vanguard Index Fds Value Etf (VTV) 2.8 $6.6M 41k 162.86
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.7 $6.5M 40k 164.35
Ishares Tr National Mun Etf (MUB) 2.4 $5.6M 52k 107.60
Ishares Tr S&p 100 Etf (OEF) 2.3 $5.6M 23k 247.41
Ishares Tr Msci Usa Min Vol (USMV) 2.2 $5.2M 63k 83.58
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.8 $4.2M 84k 50.60
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $1.8M 17k 108.92
Ishares Tr Global Energ Etf (IXC) 0.8 $1.8M 42k 42.95
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.6M 33k 50.17
Ishares Tr Faln Angls Usd (FALN) 0.6 $1.4M 52k 26.86
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.5 $1.3M 28k 46.48
Spdr Ser Tr Portfolio Crport (SPBO) 0.5 $1.3M 43k 29.11
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $969k 13k 77.73
Ishares Tr Core Div Grwth (DGRO) 0.4 $875k 15k 58.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $863k 21k 41.77
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $789k 8.5k 92.72
Ishares Tr Intl Div Grwth (IGRO) 0.3 $753k 11k 67.36
Encompass Health Corp (EHC) 0.3 $717k 8.7k 82.58
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.3 $638k 13k 47.48
Blackrock Etf Trust Ii Flexible Income (BINC) 0.2 $545k 10k 52.46
Amazon (AMZN) 0.2 $540k 3.0k 180.38
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $496k 18k 27.94
Ishares Tr Core Msci Eafe (IEFA) 0.2 $482k 6.5k 74.22
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $480k 4.6k 104.73
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $478k 2.6k 187.35
Ishares Tr Mbs Etf (MBB) 0.2 $456k 4.9k 92.42
Ishares Esg Awr Msci Em (ESGE) 0.2 $416k 13k 32.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $382k 730.00 523.07
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $380k 3.1k 120.99
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $377k 3.4k 110.52
Ishares Core Msci Emkt (IEMG) 0.2 $367k 7.1k 51.60
Vanguard World Inf Tech Etf (VGT) 0.2 $364k 695.00 524.34
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $329k 2.1k 155.74
Ishares Tr Core S&p500 Etf (IVV) 0.1 $317k 602.00 525.73
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $310k 5.0k 62.06
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $299k 4.0k 75.40
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $295k 3.9k 76.28
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $293k 4.8k 60.74
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $289k 4.7k 61.90
Vanguard Index Fds Small Cp Etf (VB) 0.1 $287k 1.3k 228.59
Ishares Tr Short Treas Bd (SHV) 0.1 $268k 2.4k 110.54
Exxon Mobil Corporation (XOM) 0.1 $258k 2.2k 116.24
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $256k 5.6k 45.61
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $256k 5.0k 51.06
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $217k 836.00 259.90
Apple (AAPL) 0.1 $217k 1.3k 171.48
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $212k 849.00 249.86
Ishares Tr Msci Eafe Etf (EFA) 0.1 $205k 2.6k 79.86