Financial Life Advisors

Financial Life Advisors as of Dec. 31, 2024

Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 46 positions in its portfolio as reported in the December 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) 15.0 $40M 393k 101.53
Ishares Tr S&p 500 Val Etf (IVE) 11.3 $30M 158k 190.88
Schwab Strategic Tr Us Aggregate B (SCHZ) 10.4 $28M 1.2M 22.70
Ishares Tr Core Total Usd (IUSB) 7.3 $20M 433k 45.20
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 6.0 $16M 743k 21.55
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.0 $13M 262k 51.25
Ishares Tr Eafe Value Etf (EFV) 4.3 $12M 219k 52.47
Vanguard Index Fds Growth Etf (VUG) 4.1 $11M 27k 410.44
Ishares Tr 10-20 Yr Trs Etf (TLH) 4.0 $11M 108k 99.54
Ishares Msci Emrg Chn (EMXC) 3.8 $10M 180k 55.45
Ishares Tr Eafe Grwth Etf (EFG) 3.7 $9.8M 101k 96.83
Ishares Tr U.s. Tech Etf (IYW) 3.1 $8.3M 52k 159.52
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $8.2M 46k 178.08
Ishares Tr S&p 100 Etf (OEF) 2.8 $7.4M 26k 288.85
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.6 $6.9M 134k 51.70
Vanguard Index Fds Value Etf (VTV) 2.4 $6.3M 37k 169.30
Ishares Tr National Mun Etf (MUB) 2.1 $5.5M 51k 106.55
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $4.3M 85k 50.13
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.1 $3.1M 59k 52.02
Ishares Tr Global Energ Etf (IXC) 0.8 $2.1M 55k 38.18
Ishares Tr Hdg Msci Eafe (HEFA) 0.7 $1.9M 54k 34.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.4M 28k 47.82
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.3M 15k 88.79
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.5 $1.2M 27k 45.62
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $947k 34k 27.87
Encompass Health Corp (EHC) 0.3 $805k 8.7k 92.35
Amazon (AMZN) 0.2 $657k 3.0k 219.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $646k 15k 44.04
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $603k 5.7k 105.48
Vanguard World Inf Tech Etf (VGT) 0.2 $432k 695.00 621.80
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $430k 2.1k 206.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $407k 694.00 586.08
Ishares Tr Core Msci Eafe (IEFA) 0.1 $366k 5.2k 70.28
Ishares Tr Core S&p500 Etf (IVV) 0.1 $354k 602.00 588.68
Apple (AAPL) 0.1 $352k 1.4k 250.42
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $348k 15k 23.18
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $317k 3.7k 85.84
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $296k 4.0k 74.73
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $272k 2.4k 115.22
Exxon Mobil Corporation (XOM) 0.1 $261k 2.4k 107.57
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $251k 5.5k 45.34
Ishares Core Msci Emkt (IEMG) 0.1 $236k 4.5k 52.22
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $229k 3.7k 62.31
Ishares Tr Msci Eafe Etf (EFA) 0.1 $217k 2.9k 75.61
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $211k 728.00 289.81
Vanguard Index Fds Small Cp Etf (VB) 0.1 $206k 859.00 240.28