Financial Life Advisors

Financial Life Advisors as of June 30, 2025

Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 48 positions in its portfolio as reported in the June 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) 14.7 $43M 390k 110.10
Ishares Tr S&p 500 Val Etf (IVE) 11.3 $33M 169k 195.42
Schwab Strategic Tr Us Aggregate B (SCHZ) 10.3 $30M 1.3M 23.24
Spdr Series Trust Port Mtg Bk Etf (SPMB) 6.2 $18M 826k 22.10
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.1 $18M 329k 54.46
Ishares Tr Eafe Value Etf (EFV) 5.0 $15M 231k 63.48
Ishares Tr Core Total Usd (IUSB) 4.9 $14M 312k 46.23
Vanguard Scottsdale Fds Long Term Treas (VGLT) 4.0 $12M 207k 56.12
Vanguard Index Fds Growth Etf (VUG) 3.9 $11M 26k 438.40
Ishares Tr Eafe Grwth Etf (EFG) 3.3 $9.6M 86k 112.00
Ishares Tr U.s. Tech Etf (IYW) 3.3 $9.6M 55k 173.27
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.0 $8.6M 47k 182.82
Ishares Tr S&p 100 Etf (OEF) 2.9 $8.4M 28k 304.35
Spdr Series Trust Portfli High Yld (SPHY) 2.2 $6.4M 268k 23.80
Vanguard Index Fds Value Etf (VTV) 2.2 $6.3M 36k 176.74
Ishares Tr National Mun Etf (MUB) 1.7 $5.1M 49k 104.48
World Gold Tr Spdr Gld Minis (GLDM) 1.6 $4.8M 73k 65.52
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 1.5 $4.4M 128k 34.18
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $3.8M 77k 49.03
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.2 $3.6M 67k 52.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $3.0M 62k 49.46
Ishares Tr Hdg Msci Eafe (HEFA) 1.0 $2.8M 75k 37.96
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $2.7M 54k 50.27
Ishares Msci Emrg Chn (EMXC) 0.8 $2.4M 38k 63.14
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.7 $2.1M 21k 101.60
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $1.9M 36k 52.76
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.5M 26k 57.01
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $1.2M 16k 72.82
Encompass Health Corp (EHC) 0.4 $1.1M 8.7k 122.64
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $989k 34k 29.21
Amazon (AMZN) 0.3 $817k 3.7k 219.39
Spdr Series Trust Nuveen Ice Munic (TFI) 0.3 $800k 18k 44.67
Vaneck Etf Trust High Yld Munietf (HYD) 0.3 $771k 15k 50.21
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $593k 6.3k 93.87
Vanguard World Inf Tech Etf (VGT) 0.2 $592k 892.00 663.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $543k 878.00 617.85
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $485k 2.0k 240.32
Apple (AAPL) 0.1 $389k 1.9k 205.17
Ishares Tr Core S&p500 Etf (IVV) 0.1 $374k 602.00 620.90
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $367k 15k 24.44
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $342k 3.6k 93.95
Ishares Tr Core Msci Eafe (IEFA) 0.1 $326k 3.9k 83.48
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $258k 2.4k 106.34
Ishares Tr Msci Eafe Etf (EFA) 0.1 $254k 2.8k 89.39
Ishares Core Msci Emkt (IEMG) 0.1 $251k 4.2k 60.03
Exxon Mobil Corporation (XOM) 0.1 $239k 2.2k 107.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $221k 728.00 303.93
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $220k 2.7k 82.86