Financial Life Advisors

Financial Life Advisors as of Sept. 30, 2024

Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 48 positions in its portfolio as reported in the September 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) 13.7 $36M 378k 95.75
Ishares Tr S&p 500 Val Etf (IVE) 11.6 $31M 156k 197.17
Schwab Strategic Tr Us Aggregate B (SCHZ) 10.3 $27M 575k 47.52
Ishares Tr Core Total Usd (IUSB) 7.5 $20M 419k 47.12
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 6.2 $16M 724k 22.53
Ishares Tr Eafe Value Etf (EFV) 4.7 $13M 218k 57.53
Blackrock Etf Trust Us Eqt Factor (DYNF) 4.6 $12M 245k 49.47
Ishares Tr 10-20 Yr Trs Etf (TLH) 4.4 $12M 106k 109.33
Ishares Tr Eafe Grwth Etf (EFG) 4.0 $11M 97k 107.65
Vanguard Index Fds Growth Etf (VUG) 3.9 $10M 27k 383.93
Ishares Msci Emrg Chn (EMXC) 3.9 $10M 170k 61.11
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $8.2M 46k 179.30
Ishares Tr U.s. Tech Etf (IYW) 3.0 $7.9M 52k 151.62
Ishares Tr S&p 100 Etf (OEF) 2.7 $7.1M 26k 276.76
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.5 $6.7M 128k 52.66
Vanguard Index Fds Value Etf (VTV) 2.5 $6.5M 37k 174.57
Ishares Tr National Mun Etf (MUB) 2.1 $5.5M 50k 108.63
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $4.3M 84k 51.12
Blackrock Etf Trust Ii Flexible Income (BINC) 1.2 $3.0M 57k 53.53
Ishares Tr Global Energ Etf (IXC) 0.8 $2.1M 51k 40.48
Ishares Tr Hdg Msci Eafe (HEFA) 0.6 $1.7M 48k 35.42
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $1.7M 18k 91.31
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.4M 27k 52.81
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.5 $1.3M 28k 46.83
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $885k 8.5k 104.18
Encompass Health Corp (EHC) 0.3 $841k 8.7k 96.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $720k 15k 47.85
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $580k 5.5k 106.19
Amazon (AMZN) 0.2 $558k 3.0k 186.33
Ishares Tr Core Msci Eafe (IEFA) 0.2 $427k 5.5k 78.05
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $421k 2.1k 202.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $409k 713.00 573.76
Vanguard World Inf Tech Etf (VGT) 0.2 $408k 695.00 586.52
Ishares Tr Core S&p500 Etf (IVV) 0.1 $347k 602.00 576.82
Ishares Core Msci Emkt (IEMG) 0.1 $340k 5.9k 57.41
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $339k 5.0k 67.85
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $330k 2.8k 116.96
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $319k 3.9k 82.63
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $310k 4.0k 78.37
Apple (AAPL) 0.1 $294k 1.3k 233.00
Ishares Tr Short Treas Bd (SHV) 0.1 $276k 2.5k 110.63
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $261k 5.5k 47.21
Exxon Mobil Corporation (XOM) 0.1 $261k 2.2k 117.22
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $252k 4.9k 51.04
Vanguard Index Fds Small Cp Etf (VB) 0.1 $230k 970.00 237.21
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $229k 3.7k 62.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $215k 758.00 283.16
Ishares Tr Msci Eafe Etf (EFA) 0.1 $215k 2.6k 83.63