Financial Life Advisors

Financial Life Advisors as of March 31, 2025

Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 51 positions in its portfolio as reported in the March 2025 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 $37M 393k 92.83
Ishares Tr S&p 500 Val Etf (IVE) 11.5 $31M 162k 190.58
Schwab Strategic Tr Us Aggregate B (SCHZ) 10.8 $29M 1.3M 23.16
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 6.4 $17M 784k 22.05
Ishares Tr Core Total Usd (IUSB) 5.7 $15M 333k 46.08
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.5 $15M 300k 48.76
Ishares Tr Eafe Value Etf (EFV) 5.0 $13M 226k 58.94
Vanguard Index Fds Growth Etf (VUG) 3.6 $9.7M 26k 370.82
Vanguard Scottsdale Fds Long Term Treas (VGLT) 3.4 $9.2M 159k 57.61
Ishares Tr Eafe Grwth Etf (EFG) 3.3 $9.0M 90k 100.00
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.9 $7.9M 46k 170.89
Ishares Tr U.s. Tech Etf (IYW) 2.8 $7.5M 53k 140.44
Ishares Tr S&p 100 Etf (OEF) 2.7 $7.2M 27k 270.83
Vanguard Index Fds Value Etf (VTV) 2.4 $6.3M 37k 172.74
Ishares Tr National Mun Etf (MUB) 1.9 $5.1M 48k 105.44
Ishares Msci Emrg Chn (EMXC) 1.9 $5.0M 91k 55.09
Spdr Ser Tr Portfli High Yld (SPHY) 1.7 $4.5M 191k 23.42
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.6 $4.2M 41k 103.75
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $3.7M 74k 49.62
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 1.4 $3.7M 124k 29.54
World Gold Tr Spdr Gld Minis (GLDM) 1.3 $3.5M 56k 61.89
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.2 $3.3M 63k 52.38
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.1 $3.1M 59k 52.37
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $2.3M 47k 49.90
Ishares Tr Hdg Msci Eafe (HEFA) 0.9 $2.3M 64k 36.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.4M 28k 50.83
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $1.1M 12k 93.66
Ishares Tr Global Energ Etf (IXC) 0.4 $1.0M 25k 42.07
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.3 $924k 21k 45.07
Encompass Health Corp (EHC) 0.3 $884k 8.7k 101.28
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $848k 34k 25.04
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $822k 11k 74.72
Vaneck Etf Trust High Yld Munietf (HYD) 0.3 $754k 15k 51.18
Amazon (AMZN) 0.3 $677k 3.6k 190.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $512k 11k 45.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $494k 883.00 559.39
Vanguard World Inf Tech Etf (VGT) 0.2 $484k 892.00 542.38
Apple (AAPL) 0.2 $443k 2.0k 222.13
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $420k 2.1k 202.13
Ishares Tr Core Msci Eafe (IEFA) 0.1 $350k 4.6k 75.65
Ishares Tr Core S&p500 Etf (IVV) 0.1 $338k 602.00 561.90
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $331k 15k 22.08
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $303k 4.0k 76.57
Exxon Mobil Corporation (XOM) 0.1 $298k 2.5k 118.93
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $285k 3.6k 78.28
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $277k 2.6k 105.60
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $253k 5.5k 46.31
Ishares Tr Msci Eafe Etf (EFA) 0.1 $235k 2.9k 81.73
Ishares Core Msci Emkt (IEMG) 0.1 $228k 4.2k 53.97
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $218k 2.6k 82.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $200k 728.00 274.84