Financial Life Advisors

Financial Life Advisors as of June 30, 2024

Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 57 positions in its portfolio as reported in the June 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) 13.6 $34M 362k 92.54
Ishares Tr S&p 500 Val Etf (IVE) 11.0 $27M 149k 182.01
Schwab Strategic Tr Us Aggregate B (SCHZ) 9.9 $24M 533k 45.58
Ishares Tr Core Total Usd (IUSB) 7.3 $18M 399k 45.22
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 5.9 $15M 679k 21.57
Ishares Tr Eafe Value Etf (EFV) 4.6 $11M 212k 53.04
Ishares Tr 10-20 Yr Trs Etf (TLH) 4.2 $10M 101k 102.70
Vanguard Index Fds Growth Etf (VUG) 4.1 $10M 27k 374.01
Blackrock Etf Trust Us Eqt Factor (DYNF) 4.0 $9.9M 211k 46.94
Ishares Tr Eafe Grwth Etf (EFG) 3.9 $9.6M 94k 102.30
Ishares Msci Emrg Chn (EMXC) 3.7 $9.2M 156k 59.20
Ishares Tr U.s. Tech Etf (IYW) 3.1 $7.6M 51k 150.50
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.0 $7.5M 44k 170.76
Ishares Tr S&p 100 Etf (OEF) 2.7 $6.6M 25k 264.30
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.6 $6.3M 123k 51.24
Vanguard Index Fds Value Etf (VTV) 2.5 $6.1M 38k 160.41
Ishares Tr National Mun Etf (MUB) 2.2 $5.5M 52k 106.55
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.7 $4.3M 85k 50.11
Blackrock Etf Trust Ii Flexible Income (BINC) 1.2 $3.0M 57k 52.20
Ishares Tr Global Energ Etf (IXC) 0.8 $2.0M 49k 41.51
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $1.7M 21k 83.96
Ishares Tr Hdg Msci Eafe (HEFA) 0.6 $1.5M 43k 35.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $1.5M 30k 49.42
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.5 $1.3M 28k 45.75
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $989k 9.2k 107.12
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $857k 8.5k 100.84
Encompass Health Corp (EHC) 0.3 $745k 8.7k 85.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $723k 17k 43.76
Spdr Ser Tr Portfolio Crport (SPBO) 0.3 $625k 22k 28.70
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.2 $607k 13k 46.86
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $605k 5.8k 104.55
Amazon (AMZN) 0.2 $579k 3.0k 193.25
Ishares Tr Core Div Grwth (DGRO) 0.2 $559k 9.7k 57.61
Ishares Tr Intl Div Grwth (IGRO) 0.2 $480k 7.1k 67.40
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $405k 2.1k 194.87
Vanguard World Inf Tech Etf (VGT) 0.2 $401k 695.00 576.59
Ishares Tr Core Msci Eafe (IEFA) 0.2 $398k 5.5k 72.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $391k 719.00 544.22
Ishares Tr Faln Angls Usd (FALN) 0.1 $354k 14k 26.19
Ishares Core Msci Emkt (IEMG) 0.1 $339k 6.3k 53.53
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $334k 3.1k 106.66
Ishares Tr Core S&p500 Etf (IVV) 0.1 $329k 602.00 547.23
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $321k 5.0k 64.25
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $313k 3.9k 81.16
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $297k 4.0k 74.89
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $282k 4.8k 58.52
Ishares Tr Short Treas Bd (SHV) 0.1 $275k 2.5k 110.50
Ishares Tr Mbs Etf (MBB) 0.1 $272k 3.0k 91.81
Apple (AAPL) 0.1 $267k 1.3k 210.62
Exxon Mobil Corporation (XOM) 0.1 $256k 2.2k 115.12
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $251k 5.5k 45.40
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $235k 2.0k 118.60
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $230k 4.5k 51.09
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $218k 8.0k 27.22
Vanguard Index Fds Small Cp Etf (VB) 0.1 $213k 977.00 218.04
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $203k 758.00 267.51
Ishares Tr Msci Eafe Etf (EFA) 0.1 $201k 2.6k 78.33